Profit Sharing · DOL Form 5500 · 2023

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size: 86
Participants Small participant base: 85th
Percentile by assets National rank: $562,298
Avg per participant High balance/head

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Official DOL plan name: Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan · Sponsored by Taylor, Porter, Brooks & Phillips, L.L.P. · Louisiana · Professional & Technical Services

$48M in assets, 86 participants

Taylor, Porter, Brooks & Phillips, L.L.P.'s Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan reported $48M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#17,534 in Professional & Technical Services (20,321 peers)

Where Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan sits by assets

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $48M for 86 participants (~$562,298/participant), up 9.2% in 2023.

#17,534
in Professional & Technical Services (20,321 peers): +9.2%
assets growth YoY: 0.5×
vs typical plan assets (national mean)

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan's outsized position by total assets

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$48,357,643 Top 15% higher than 85% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan is a small filing (86 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan reported net income rose from -$19M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan reported participants fell from 96 in the plan year 2022 filing to 86 in the plan year 2023 filing.
Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan end-of-year assets rose from $44M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720402904 · Taylor, Porter, Brooks & Phillips, L.L.P. PY 2023 · Profit Sharing

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan · $48M · 86 · 85th

IND $48M
IND 86
IND 85th
IND Profit Sharing
IND near Americas 403b Pep
IND ind #17534

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Louisiana →

End-of-year total assets ($M) among Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$44M
Net Assets (End of Year)	$48M
Net Income	$4M
Employer EIN	720402904
Plan Effective Date	1982-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Taylor, Porter, Brooks & Phillips, L.L.P.)

Latest sponsor-wide plan assets: $69M 29.23579941528727% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	203	$53M
2023	2	183	$59M
2024	2	192	$69M

Nearby Profit Sharing Plans in Louisiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants

Lake Charles Memorial Health System Retirement Plan $46M · 2,003
Plumbers & Steamfitters Local 141 Annuity Plan $13M · 699
Collegiate Academies 403(b) Plan $11M · 529
Service Tool Co., LLC Retirement Plan $10M · 95
Total Community Action, Inc. Ee's Retirement Plan & Trust $8M · 191

Compare Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan side-by-side with 3 peers →

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is Americas 403b Pep in PA ($48M); by covered participants it is Southwest Hide Co. Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Americas 403b Pep (PA) $48M · 857
IBEW Local 129 Profit Sharing Annuity Plan (MI) $48M · 370
Bay Cove Human Services, Inc. 403(b) Savings and Retirement Plan (MA) $49M · 902
The Profit Sharing and Retirement Plan for the Mountain Company and the Laurel Management Group, Inc. (WV) $49M · 274

Similar participant headcount

Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.

Southwest Hide Co. Profit Sharing Plan (ID) 86 · 0 off
Apcon, Inc.401(k) Plan (OR) 86 · 0 off
Tempe Mechanical Profit Sharing Plan (AZ) 86 · 0 off
Hawkins Construction, Inc. 401(k) Profit Sharing Plan (FL) 86 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan assets move in 2023? ▼

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan grew at a solid clip - up 9.2% during 2023, from $44M to $48M. Reported net income was $4M.

How have Taylor, Porter, Brooks & Phillips, L.L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Taylor, Porter, Brooks & Phillips, L.L.P.'s sponsor-wide assets grew 29.2%, from $53M to $69M.

Where does Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Americas 403b Pep in PA ($48M, 857 participants).

Which Profit Sharing plans cover a similar participant headcount to Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Southwest Hide Co. Profit Sharing Plan in ID (86 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 720402904.