401(k) · DOL Form 5500 · 2024

Taylor, Wiseman & Taylor 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
105
Participants Small participant base
81st
Percentile by assets National rank
$366,410
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan · Sponsored by Taylor, Wiseman & Taylor · New Jersey · Professional & Technical Services

$38M in assets, 105 participants

Taylor, Wiseman & Taylor's Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan reported $38M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,415 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan covers 105 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $38M.

#16,415
in Professional & Technical Services (20,173 peers)
+19.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan's outsized position by total assets

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan vs every filed plan by assets

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

$38,473,077 Top 19% higher than 81% 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

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan end-of-year assets rose from $32M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan reported participants rose from 101 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 221892933 · Taylor, Wiseman & Taylor PY 2024 · 401(k)

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan · $38M · 105 · 81st

  • PART $38M
  • TYPE 105
  • NET 81st
  • BOOK 401(k)
  • VS-ST near Lankler Siffert & Wohl LLP 401(k) Savings Plan & Trust
  • BOY ind #16415

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 New Jersey →

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan in the asset neighbourhood

Royal Coffee, Inc. 401(k) Profit Sharing PlanRoyal Coffee, Inc. 401(k) Pr…$38MChickasaw Holding Company Employees' 401(k) PlanChickasaw Holding Company Em…$38MLankler Siffert & Wohl LLP 401(k) Savings Plan & TrustLankler Siffert & Wohl LLP 4…$38MProspect Capital Management, LP Profit Sharing Plan and TrustProspect Capital Management,…$38MTaylor, Wiseman & Taylor 401(k) Retirement Savings PlanTaylor, Wiseman & Taylor 401…$38M
End-of-year total assets ($M) among Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN221892933
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor, Wiseman & Taylor)

Sponsor-wide plan assets over time

All Taylor, Wiseman & Taylor plans reported in each filing year

Latest sponsor-wide plan assets
$38M 32.95365492919514% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.9M $38.5M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 101 $29M
2023 1 101 $32M
2024 1 105 $38M

Nearby 401(k) Plans in New Jersey

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

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan, Total assets ($B): 0.038473077 · Participants: 105Taylor, Wiseman & Taylor 401(k) Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan side-by-side with 3 peers →

Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Lankler Siffert & Wohl LLP 401(k) Savings Plan & Trust in NY ($38M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan assets move in 2024? ▼
Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan grew sharply - up 19.1% during 2024, from $32M to $38M. Reported net income was $6M.
How have Taylor, Wiseman & Taylor plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor, Wiseman & Taylor's sponsor-wide assets grew 33.0%, from $29M to $38M.
Where does Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lankler Siffert & Wohl LLP 401(k) Savings Plan & Trust in NY ($38M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Taylor, Wiseman & Taylor 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants, N/A 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 221892933.

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.