401(k) · DOL Form 5500 · 2024

Taylor Retina Center P.a. 401(k) Plan

Data updated 2026-08-25

$4K
Total assets Small plan by assets: 37
Participants Small participant base: 1st
Percentile by assets National rank: $97
Avg per participant Low balance/head

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Official DOL plan name: Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan · Sponsored by Taylor Retina Center P.a. · North Carolina · Healthcare & Social Assistance

$4K in assets, 37 participants

Taylor Retina Center P.a.'s Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan reported $4K in total assets and 37 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

#114 in Healthcare & Social Assistance (16,916 peers)

Taylor Retina Center P.a. multi-year trail

Taylor Retina Center P.a.'s plans moved -99.9% in assets from 2022 to 2024; this filing shows Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan at $4K / 37 participants.

#114
in Healthcare & Social Assistance (16,916 peers): -99.9%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan among the smaller filed plans by assets

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan vs every filed plan by assets

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

$3,606 1st percentile higher than 1% 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 Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan is a small filing (37 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan end-of-year assets fell from $7M in the plan year 2023 filing to $4K in the plan year 2024 filing.
Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan reported participants fell from 38 in the plan year 2023 filing to 37 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 562265399 · Taylor Retina Center P.a. PY 2024 · 401(k)

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan · $4K · 37 · 1st

PCT $4K
EIN 37
RANK 1st
PHOTO 401(k)
IND near Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan
EOY ind #114

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 North Carolina →

End-of-year total assets ($M) among Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Taylor Retina Center P.a. multi-year asset trail

Latest sponsor-wide plan assets: $4K 99.92890954617046% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	41	$5M
2023	1	38	$7M
2024	2	37	$4K

Taylor Retina Center P.a. filing trail (2024)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$4K
Net Income	-$7M
Employer EIN	562265399
Plan Effective Date	2001-08-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan side-by-side with 3 peers →

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan in OH ($4K); by covered participants it is Carnahan Evans PC Profit Sharing Plan in MO (37 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4K here).

Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan (OH) $4K · 2
Arcusspade 401(k) (IN) $4K · 1
Infinity B Corporation 401(k) Trust (DE) $4K · 1
Rj Western Holdings Inc. 401(k) Plan (AZ) $4K · 1

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

Carnahan Evans PC Profit Sharing Plan (MO) 37 · 0 off
Hub City P.B.E., Inc. Employee Benefit Plan (TN) 37 · 0 off
Select Commercial Services, L.L.C. 401(k) Plan (TX) 37 · 0 off
Blaschak Anthracite Corporation Tax-Favored Savings Plan (PA) 37 · 0 off

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 Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan assets move in 2024? ▼

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan contracted severely - down 99.9% during 2024, from $7M to $4K. Reported net income was -$7M.

How have Taylor Retina Center P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Taylor Retina Center P.a.'s sponsor-wide assets declined 99.9%, from $5M to $4K.

Where does Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Summer Dawn Wellness, Inc. 401(k) Profit Sharing Plan in OH ($4K, 2 participants).

Which 401(k) plans cover a similar participant headcount to Taylor Retina Center P.a. 401(k) Safe Harbor Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Carnahan Evans PC Profit Sharing Plan in MO (37 participants, $17M 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 562265399.