Defined Benefit (Pension) · DOL Form 5500 · 2024

Taylor Morrison, Inc. Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
125
Participants Small participant base
76th
Percentile by assets National rank
$223,367
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Taylor Morrison Cash Balance Pension Plan · Sponsored by Taylor Morrison, Inc. · Arizona · Construction

$28M in assets, 125 participants

Taylor Morrison, Inc.'s Taylor Morrison Cash Balance Pension Plan reported $28M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,759 in Construction (9,039 peers)

Coverage in Arizona

Taylor Morrison Cash Balance Pension Plan covers 125 participants in Arizona, about 22% of the average Arizona filer (state average ~564 per filing). Assets: $28M.

#6,759
in Construction (9,039 peers)
+11.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Taylor Morrison Cash Balance Pension Plan's outsized position by total assets

Taylor Morrison Cash Balance Pension Plan vs every filed plan by assets

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

$27,920,910 Top 24% higher than 76% 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 Morrison Cash Balance Pension 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 Morrison Cash Balance Pension Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Taylor Morrison Cash Balance Pension Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Taylor Morrison Cash Balance Pension Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Taylor Morrison Cash Balance Pension Plan reported participants fell from 139 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 581426890 · Taylor Morrison, Inc. PY 2024 · Defined Benefit (Pension)

Taylor Morrison Cash Balance Pension Plan · $28M · 125 · 76th

  • BOOK $28M
  • BOOK 125
  • BOOK 76th
  • BOOK Defined Benefit (Pension)
  • BOOK near True Community Credit Union Cash Balance Defined Benefit Plan and Trust
  • BOOK ind #6759

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 Construction retirement plans → · Plans in Arizona →

Taylor Morrison Cash Balance Pension Plan in the asset neighbourhood

Taylor Morrison Cash Balance Pension PlanTaylor Morrison Cash Balance…$28MTrue Community Credit Union Cash Balance Defined Benefit Plan and TrustTrue Community Credit Union …$28MPension Plan for Employees of the Charles Stewart Mott FoundationPension Plan for Employees o…$28MRetirement Plan of the Plumbers & Steamfitters Local No 489Retirement Plan of the Plumb…$28MGlasgow, Inc. Pension Plan$28M
End-of-year total assets ($M) among Taylor Morrison Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN581426890
Plan Effective Date2007-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Taylor Morrison, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$398M 35.61852228621547% vs 2022
2024 filing year
$250M$300M$350M$400M$450M 202220232024 $294M $398M ▲ +35.6%
Year Plans Participants Total Assets
2022 2 3,234 $294M
2023 2 3,103 $346M
2024 2 2,925 $398M

Nearby Defined Benefit (Pension) Plans in Arizona

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Taylor Morrison Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Taylor Morrison Cash Balance Pension Plan, Total assets ($B): 0.02792091 · Participants: 125Taylor Morrison Cash Balance Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Taylor Morrison Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Taylor Morrison Cash Balance Pension Plan side-by-side with 3 peers →

Taylor Morrison Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is True Community Credit Union Cash Balance Defined Benefit Plan and Trust in MI ($28M); by covered participants it is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Morrison Cash Balance Pension Plan assets move in 2024? ▼
Taylor Morrison Cash Balance Pension Plan grew at a solid clip - up 11.3% during 2024, from $25M to $28M. Reported net income was $3M.
How have Taylor Morrison, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taylor Morrison, Inc.'s sponsor-wide assets grew 35.6%, from $294M to $398M.
Where does Taylor Morrison Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Taylor Morrison Cash Balance Pension Plan ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to Taylor Morrison Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is True Community Credit Union Cash Balance Defined Benefit Plan and Trust in MI ($28M, 189 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Taylor Morrison Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Clark Equipment Company Retirement Plan (Plan 50) in ND (125 participants, $101M 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 581426890.

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.