Profit Sharing · DOL Form 5500 · 2023

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
6
Participants Small participant base
57th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Taylor, Taylor & Taylor, Inc. Profit Sharing Plan · Sponsored by Taylor, Taylor & Taylor, Inc. · Virginia · Professional & Technical Services

$9M in assets, 6 participants

Taylor, Taylor & Taylor, Inc.'s Taylor, Taylor & Taylor, Inc. Profit Sharing Plan reported $9M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,206 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan holds $9M for 6 participants - about $1.5M per participant, above the median plan by assets.

#11,206
in Professional & Technical Services (20,321 peers)
+3.1%
assets growth YoY

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,161,860 Top 43% higher than 57% of 127,068 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 2023

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor, Taylor & Taylor, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Taylor, Taylor & Taylor, Inc. Profit Sharing Plan reported net income rose from -$801K in the plan year 2022 filing to $275K in the plan year 2023 filing.
  • Taylor, Taylor & Taylor, Inc. Profit Sharing Plan reported participants rose from 4 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Taylor, Taylor & Taylor, Inc. Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540949430 · Taylor, Taylor & Taylor, Inc. PY 2023 · Profit Sharing

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan · $9M · 6 · 57th

  • 5500 $9M
  • 5500 6
  • 5500 57th
  • 5500 Profit Sharing
  • 5500 near Marble,Tile and Terrazzo Workers Individual Account Fund
  • 5500 ind #11206

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 Virginia →

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan in the asset neighbourhood

The Hearthstone Retirement PlanThe Hearthstone Retirement P…$9MTaylor, Taylor & Taylor, Inc. Profit Sharing PlanTaylor, Taylor & Taylor, Inc…$9MMarble,Tile and Terrazzo Workers Individual Account FundMarble,Tile and Terrazzo Wor…$9MSt Vincent's Orthopedics, P.C. Profit Sharing PlanSt Vincent's Orthopedics, P.…$9MMid-Valley Pulmonary Medical Group, Inc. Profit Sharing PlanMid-Valley Pulmonary Medical…$9M
End-of-year total assets ($M) among Taylor, Taylor & Taylor, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$275K
Employer EIN540949430
Plan Effective Date1973-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor, Taylor & Taylor, Inc.)

Sponsor-wide plan assets over time

All Taylor, Taylor & Taylor, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 3.0904077984438083% vs 2022
2023 filing year
$8.8M$8.9M$9M$9.1M$9.2M 20222023 $8.89M $9.16M ▲ +3.0%
Year Plans Participants Total Assets
2022 1 4 $9M
2023 1 6 $9M

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Taylor, Taylor & Taylor, Inc. Profit Sharing Plan, Total assets ($B): 0.00916186 · Participants: 6Taylor, Taylor & Taylor, Inc. Profit Sharing PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement Plan
Taylor, Taylor & Taylor, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Taylor, Taylor & Taylor, Inc. Profit Sharing Plan side-by-side with 3 peers →

Taylor, Taylor & Taylor, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Marble,Tile and Terrazzo Workers Individual Account Fund in MD ($9M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Taylor, Taylor & Taylor, Inc. Profit Sharing Plan assets move in 2023? ▼
Taylor, Taylor & Taylor, Inc. Profit Sharing Plan edged up modestly - up 3.1% during 2023, from $9M to $9M. Reported net income was $275K.
How have Taylor, Taylor & Taylor, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Taylor, Taylor & Taylor, Inc.'s sponsor-wide assets grew 3.1%, from $9M to $9M.
Which Profit Sharing plans are similar in size to Taylor, Taylor & Taylor, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Marble,Tile and Terrazzo Workers Individual Account Fund in MD ($9M, 464 participants).
Which Profit Sharing plans cover a similar participant headcount to Taylor, Taylor & Taylor, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540949430.

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.