Profit Sharing · DOL Form 5500 · 2024
Taylor Legacy, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $806,126
- Avg per participant High balance/head
Official DOL plan name: Taylor Legacy, Inc. Retirement Plan · Sponsored by Taylor Legacy, Inc. · Alabama · Wholesale Trade
$3M in assets, 4 participants
Taylor Legacy, Inc.'s Taylor Legacy, Inc. Retirement Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #1,462 in Wholesale Trade (6,080 peers)
Taylor Legacy, Inc. multi-year trail
Taylor Legacy, Inc.'s plans moved +261.0% in assets from 2022 to 2024; this filing shows Taylor Legacy, Inc. Retirement Plan at $3M / 4 participants.
- #1,462
- in Wholesale Trade (6,080 peers)
- +227.4%
- assets growth YoY
Taylor Legacy, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
Taylor Legacy, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,224,502 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Taylor Legacy, Inc. Retirement 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. Taylor Legacy, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Taylor Legacy, Inc. Retirement Plan reported net income rose from $92K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Taylor Legacy, Inc. Retirement Plan end-of-year assets rose from $985K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Taylor Legacy, Inc. Retirement Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 473734408 · Taylor Legacy, Inc. PY 2024 · Profit Sharing
Taylor Legacy, Inc. Retirement Plan · $3M · 4 · 35th
- ASSETS $3M
- ASSETS 4
- ASSETS 35th
- ASSETS Profit Sharing
- ASSETS near Care Advantage, Inc. Profit Sharing Plan
- ASSETS ind #1462
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 Wholesale Trade retirement plans → · Plans in Alabama →
Taylor Legacy, Inc. Retirement Plan in the asset neighbourhood
Taylor Legacy, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Taylor Legacy, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 260.98054098349644% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $893K |
| 2023 | 1 | 5 | $985K |
| 2024 | 1 | 4 | $3M |
Taylor Legacy, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $985K |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $2M |
| Employer EIN | 473734408 |
| Plan Effective Date | 2015-04-15 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Health Care Authority for Baptist Health Matching Dollar Plan $49M · 2,217
- Ewtn 403(b) Retirement Savings Plan $41M · 468
- Pathology Associates, P.C. Profit Sharing Plan and Trust $35M · 40
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $28M · 16
- Auto Investment, Inc. 401(k) Plan $27M · 401
Taylor Legacy, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Care Advantage, Inc. Profit Sharing Plan in VA ($3M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 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 (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.