Profit Sharing · DOL Form 5500 · 2024

Stephen D. Taylor, D.M.D. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
48th
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan · Sponsored by Stephen D. Taylor, D.M.D. · California · Healthcare & Social Assistance

$7M in assets, 2 participants

Stephen D. Taylor, D.M.D.'s Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan reported $7M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #8,898 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan holds $7M for 2 participants - about $3.4M per participant, in the lower half of filed plans by assets.

#8,898
in Healthcare & Social Assistance (16,916 peers)
+1.7%
assets growth YoY

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,896,519 48th percentile higher than 48% 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

Stephen D. Taylor, D.M.D. 401(k) 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. Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan reported net income fell from $180K in the plan year 2023 filing to $113K in the plan year 2024 filing.
  • Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330940386 · Stephen D. Taylor, D.M.D. PY 2024 · Profit Sharing

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan · $7M · 2 · 48th

  • SCH $7M
  • SCH 2
  • SCH 48th
  • SCH Profit Sharing
  • SCH near 403(b) Thrift Plan of the Community Health Center of Lubbock, Inc.
  • SCH ind #8898

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 California →

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan in the asset neighbourhood

The Anti-Cruelty Society 403(b) PlanThe Anti-Cruelty Society 403…$7MStephen D. Taylor, D.M.D. 401(k) Profit Sharing PlanStephen D. Taylor, D.M.D. 40…$7M403(b) Thrift Plan of the Community Health Center of Lubbock, Inc.403(b) Thrift Plan of the Co…$7MNewcourse Communications, Inc. Retirement PlanNewcourse Communications, In…$7MColumbia Academy 403(b) Employee Savings and Retirement PlanColumbia Academy 403(b) Empl…$7M
End-of-year total assets ($M) among Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$113K
Employer EIN330940386
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephen D. Taylor, D.M.D.)

Sponsor-wide plan assets over time

All Stephen D. Taylor, D.M.D. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.436221619517927% vs 2022
2024 filing year
$6.5M$6.6M$6.7M$6.8M$6.9M$7M 202220232024 $6.6M $6.9M ▲ +4.5%
Year Plans Participants Total Assets
2022 1 2 $7M
2023 1 2 $7M
2024 1 2 $7M

Nearby Profit Sharing Plans in California

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

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan, Total assets ($B): 0.006896519 · Participants: 2Stephen D. Taylor, D.M.D. 401(k) Profit Sharing PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is 403(b) Thrift Plan of the Community Health Center of Lubbock, Inc. in TX ($7M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan assets move in 2024? ▼
Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan edged up modestly - up 1.7% during 2024, from $7M to $7M. Reported net income was $113K.
How have Stephen D. Taylor, D.M.D. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen D. Taylor, D.M.D.'s sponsor-wide assets grew 4.4%, from $7M to $7M.
Which Profit Sharing plans are similar in size to Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 403(b) Thrift Plan of the Community Health Center of Lubbock, Inc. in TX ($7M, 131 participants).
Which Profit Sharing plans cover a similar participant headcount to Stephen D. Taylor, D.M.D. 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 330940386.

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.