Money Purchase · DOL Form 5500 · 2024

Jim G. Taylor, O.D., P.C. Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
23rd
Percentile by assets National rank
$345,813
Avg per participant High balance/head
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Official DOL plan name: Jim G. Taylor, O.D., P.C. Profit Sharing Plan · Sponsored by Jim G. Taylor, O.D., P.C. · Tennessee · Healthcare & Social Assistance

$1M in assets, 3 participants

Jim G. Taylor, O.D., P.C.'s Jim G. Taylor, O.D., P.C. Profit Sharing Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,270 in Healthcare & Social Assistance (16,916 peers)

Jim G. Taylor, O.D., P.C. multi-year trail

Jim G. Taylor, O.D., P.C.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Jim G. Taylor, O.D., P.C. Profit Sharing Plan at $1M / 3 participants.

#3,270
in Healthcare & Social Assistance (16,916 peers)
+12.2%
assets growth YoY

Jim G. Taylor, O.D., P.C. Profit Sharing Plan among the smaller filed plans by assets

Jim G. Taylor, O.D., P.C. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,037,439 23rd percentile higher than 23% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Jim G. Taylor, O.D., P.C. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jim G. Taylor, O.D., P.C. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jim G. Taylor, O.D., P.C. Profit Sharing Plan reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Jim G. Taylor, O.D., P.C. Profit Sharing Plan end-of-year assets rose from $925K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 620907405 · Jim G. Taylor, O.D., P.C. PY 2024 · Money Purchase

Jim G. Taylor, O.D., P.C. Profit Sharing Plan · $1M · 3 · 23rd

  • BOY $1M
  • SCH 3
  • EBSA 23rd
  • PART Money Purchase
  • TYPE near Cold Cuts Inc Money Purchase Pension Plan
  • NET ind #3270

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Jim G. Taylor, O.D., P.C. Profit Sharing Plan in the asset neighbourhood

Carlos Manuel Cidre Miranda, Md Retirement PlanCarlos Manuel Cidre Miranda,…$1MJim G. Taylor, O.D., P.C. Profit Sharing PlanJim G. Taylor, O.D., P.C. Pr…$1MHeat and Frost Insulators Local 47 Retirement Savings PlanHeat and Frost Insulators Lo…$1MPurnachandra Yerneni Md Keogh Profit SharingPurnachandra Yerneni Md Keog…$1MCold Cuts Inc Money Purchase Pension PlanCold Cuts Inc Money Purchase…$1M
End-of-year total assets ($M) among Jim G. Taylor, O.D., P.C. Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Jim G. Taylor, O.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Jim G. Taylor, O.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 28.362713110098998% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.81M $1.04M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 4 $808K
2023 1 5 $925K
2024 1 3 $1M

Jim G. Taylor, O.D., P.C. filing trail (2024)

Total Assets (Beginning of Year)$925K
Net Assets (End of Year)$1M
Net Income$113K
Employer EIN620907405
Plan Effective Date1974-12-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Tennessee

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Jim G. Taylor, O.D., P.C. Profit Sharing Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Jim G. Taylor, O.D., P.C. Profit Sharing Plan, Total assets ($B): 0.001037439 · Participants: 3Jim G. Taylor, O.D., P.C. Profit Sharing PlanSouthern Electrical Retirement Fund, Total assets ($B): 2.191524146 · Participants: 11461Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.434339446 · Participants: 2070IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.221798038 · Participants: 1544Midwest Pipe Trades Retirement PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.203639598 · Participants: 1248U. a. Local Union No. 614 Pension PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.115026128 · Participants: 1864IBEW Local Union No. 915 Pension-Annuity Fund
Jim G. Taylor, O.D., P.C. Profit Sharing Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare Jim G. Taylor, O.D., P.C. Profit Sharing Plan side-by-side with 3 peers →

Jim G. Taylor, O.D., P.C. Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Cold Cuts Inc Money Purchase Pension Plan in CA ($1M); by covered participants it is Ansonics Profit Sharing Plan in OR (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jim G. Taylor, O.D., P.C. Profit Sharing Plan assets move in 2024? ▼
Jim G. Taylor, O.D., P.C. Profit Sharing Plan grew at a solid clip - up 12.2% during 2024, from $925K to $1M. Reported net income was $113K.
How have Jim G. Taylor, O.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jim G. Taylor, O.D., P.C.'s sponsor-wide assets grew 28.4%, from $808K to $1M.
Where does Jim G. Taylor, O.D., P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jim G. Taylor, O.D., P.C. Profit Sharing Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Jim G. Taylor, O.D., P.C. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Cold Cuts Inc Money Purchase Pension Plan in CA ($1M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Jim G. Taylor, O.D., P.C. Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Ansonics Profit Sharing Plan in OR (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620907405.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.