401(k) · DOL Form 5500 · 2024

Summers W. Taylor, III, M.D., P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
33rd
Percentile by assets National rank
$301,913
Avg per participant High balance/head
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Official DOL plan name: Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan · Sponsored by Summers W. Taylor, III, M.D., P.C. · Alabama · Healthcare & Social Assistance

$3M in assets, 9 participants

Summers W. Taylor, III, M.D., P.C.'s Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,502 in Healthcare & Social Assistance (16,916 peers)

Summers W. Taylor, III, M.D., P.C. multi-year trail

Summers W. Taylor, III, M.D., P.C.'s plans moved +28.4% in assets from 2022 to 2024; this filing shows Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan at $3M / 9 participants.

#5,502
in Healthcare & Social Assistance (16,916 peers)
+9.5%
assets growth YoY

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan among the smaller filed plans by assets

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan vs every filed plan by assets

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

$2,717,217 33rd percentile higher than 33% 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

Summers W. Taylor, III, M.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. Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan reported net income fell from $364K in the plan year 2023 filing to $236K in the plan year 2024 filing.
  • Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 631279487 · Summers W. Taylor, III, M.D., P.C. PY 2024 · 401(k)

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan · $3M · 9 · 33rd

  • ASSETS $3M
  • PCT 9
  • EIN 33rd
  • RANK 401(k)
  • PHOTO near Luce Communications 401(k) Plan
  • IND ind #5502

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 Alabama →

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan in the asset neighbourhood

Summers W. Taylor, III, M.D., P.C. Profit Sharing PlanSummers W. Taylor, III, M.D.…$3MLuce Communications 401(k) PlanLuce Communications 401(k) P…$3MHumarock Holdings Corporation 401(k) PlanHumarock Holdings Corporatio…$3MFamily Matters in-Home Care 401(k) PlanFamily Matters in-Home Care …$3MSewon America, Inc. 401(k) PlanSewon America, Inc. 401(k) P…$3M
End-of-year total assets ($M) among Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Summers W. Taylor, III, M.D., P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Summers W. Taylor, III, M.D., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 28.36819123018117% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.12M $2.72M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 10 $2M
2024 1 9 $3M

Summers W. Taylor, III, M.D., P.C. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$236K
Employer EIN631279487
Plan Effective Date2016-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan, Total assets ($B): 0.002717217 · Participants: 9Summers W. Taylor, III, M.D., P.C. Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan side-by-side with 3 peers →

Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Luce Communications 401(k) Plan in CA ($3M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan assets move in 2024? ▼
Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan grew at a solid clip - up 9.5% during 2024, from $2M to $3M. Reported net income was $236K.
How have Summers W. Taylor, III, M.D., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summers W. Taylor, III, M.D., P.C.'s sponsor-wide assets grew 28.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Luce Communications 401(k) Plan in CA ($3M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Summers W. Taylor, III, M.D., P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 631279487.

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.