401(k) · DOL Form 5500 · 2024

Nardella & Taylor, LLP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
N/A
Participants Small participant base
59th
Percentile by assets National rank
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Official DOL plan name: Nardella & Taylor Plan · Sponsored by Nardella & Taylor, LLP · Massachusetts · Professional & Technical Services

$11M in assets, N/A participants

Nardella & Taylor, LLP's Nardella & Taylor Plan reported $11M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,503 in Professional & Technical Services (20,173 peers)

Nardella & Taylor, LLP multi-year trail

Nardella & Taylor, LLP's plans moved +25.5% in assets from 2022 to 2024; this filing shows Nardella & Taylor Plan at $11M / N/A participants.

#11,503
in Professional & Technical Services (20,173 peers)
-5.5%
assets change YoY

The plan reported a net loss of $664K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nardella & Taylor Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nardella & Taylor Plan vs every filed plan by assets

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

$11,398,181 Top 41% higher than 59% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nardella & Taylor Plan reported net income fell from $3M in the plan year 2023 filing to -$664K in the plan year 2024 filing.
  • Nardella & Taylor Plan reported participants fell from 29 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Nardella & Taylor Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042979611 · Nardella & Taylor, LLP PY 2024 · 401(k)

Nardella & Taylor Plan · $11M · N/A · 59th

  • VS-ST $11M
  • VS-ST N/A
  • VS-ST 59th
  • VS-ST 401(k)
  • VS-ST near Conger Moss Guillard 401(k) Profit Sharing Plan
  • VS-ST ind #11503

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 Massachusetts →

Nardella & Taylor Plan in the asset neighbourhood

Nardella & Taylor Plan$11MConger Moss Guillard 401(k) Profit Sharing PlanConger Moss Guillard 401(k) …$11MCole Papers, Inc. 401(k) Plan$11MCampus Construction Management Group Inc. 401(k) PlanCampus Construction Manageme…$11MTechserv Consulting & Training, Ltd. 401(k) PlanTechserv Consulting & Traini…$11M
End-of-year total assets ($M) among Nardella & Taylor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nardella & Taylor, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Nardella & Taylor, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$11M 25.539725235595267% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.08M $11.4M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 N/A $9M
2023 1 29 $12M
2024 1 N/A $11M

Nardella & Taylor, LLP filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$664K
Employer EIN042979611
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Nardella & Taylor Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Nardella & Taylor Plan, Total assets ($B): 0.011398181 · Participants: 0Nardella & Taylor PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Nardella & Taylor Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Nardella & Taylor Plan side-by-side with 3 peers →

Nardella & Taylor Plan's closest out-of-state 401(k) peers by assets

Outside Massachusetts, the nearest 401(k) by end-of-year assets is Conger Moss Guillard 401(k) Profit Sharing Plan in CA at $11M (this filing: $11M).

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 Nardella & Taylor Plan assets move in 2024? ▼
Nardella & Taylor Plan pulled back noticeably - down 5.5% during 2024, from $12M to $11M. Reported net income was -$664K.
How have Nardella & Taylor, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nardella & Taylor, LLP's sponsor-wide assets grew 25.5%, from $9M to $11M.
Which 401(k) plans are similar in size to Nardella & Taylor Plan? ▼
Among 401(k) plans in other states, the closest by assets is Conger Moss Guillard 401(k) Profit Sharing Plan in CA ($11M, 38 participants).

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 042979611.

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.