Money Purchase · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$1M
Total assets: 3
Participants: 23rd
Percentile by assets: $345,813
Avg per participant

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.

23rd percentile by assets (of 123,622 plans)
#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.

$1M
total plan assets (2024 EOY): 3
covered participants: 23rd
percentile by assets (of 123,622 plans): $345,813
avg assets per participant

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 →

State

Tennessee

Industry

Healthcare & Social Assistance

Jim G. Taylor, O.D., P.C. across 3 plan years on file

Across the 3 plan years Jim G. Taylor, O.D., P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $808K to $1M, a gain of 28.4%, while reported participants moved from 4 to 3 (-25.0%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($808K).

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

Total plan assets by year, all Jim G. Taylor, O.D., P.C. plans on file

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 EIN	620907405
Plan Effective Date	1974-12-01
Filing Status	FILING 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

Southern Electrical Retirement Fund $2.2B · 11,461
IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $434M · 2,070
Midwest Pipe Trades Retirement Plan $222M · 1,544
U. a. Local Union No. 614 Pension Plan $204M · 1,248
IBEW Local Union No. 915 Pension-Annuity Fund $115M · 1,864

Compare Jim G. Taylor, O.D., P.C. Profit Sharing… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Jim G. Taylor, O.D., P.C. Profit Sharing Plan by total assets, not by location.

Cold Cuts Inc Money Purchase Pension Plan (CA) $1M · 2
Heat and Frost Insulators Local 47 Retirement Savings Plan (MI) $1M · 248
Purnachandra Yerneni Md Keogh Profit Sharing (LA) $1M · N/A
Carlos Manuel Cidre Miranda, Md Retirement Plan (PR) $1M · 3

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).

Next read for Jim G. Taylor, O.D., P.C. Profit Sharing…

Multi-year trail

Ways to act on Jim G. Taylor, O.D., P.C. Profit Sharing Plan's numbers.

By total assets, Jim G. Taylor, O.D., P.C. Profit Sharing Plan ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans
Jim G. Taylor, O.D., P.C.'s sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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.