401(k) · DOL Form 5500 · 2024

J. Taylor & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
119
Participants Small participant base
65th
Percentile by assets National rank
$129,587
Avg per participant Near avg balance/head
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Official DOL plan name: J. Taylor & Associates, LLC 401(k) Plan · Sponsored by J. Taylor & Associates, LLC · Texas · Professional & Technical Services

$15M in assets, 119 participants

J. Taylor & Associates, LLC's J. Taylor & Associates, LLC 401(k) Plan reported $15M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,936 in Professional & Technical Services (20,173 peers)

Coverage in Texas

J. Taylor & Associates, LLC 401(k) Plan covers 119 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $15M.

#12,936
in Professional & Technical Services (20,173 peers)
+34.0%
assets growth YoY

J. Taylor & Associates, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

J. Taylor & Associates, LLC 401(k) Plan vs every filed plan by assets

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

$15,420,908 Top 35% higher than 65% 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

J. Taylor & Associates, LLC 401(k) 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. J. Taylor & Associates, LLC 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J. Taylor & Associates, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • J. Taylor & Associates, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • J. Taylor & Associates, LLC 401(k) Plan reported participants rose from 95 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752795393 · J. Taylor & Associates, LLC PY 2024 · 401(k)

J. Taylor & Associates, LLC 401(k) Plan · $15M · 119 · 65th

  • BOY $15M
  • BOY 119
  • BOY 65th
  • BOY 401(k)
  • BOY near Cp Group 401(k) Plan
  • BOY ind #12936

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 Texas →

J. Taylor & Associates, LLC 401(k) Plan in the asset neighbourhood

J. Taylor & Associates, LLC 401(k) PlanJ. Taylor & Associates, LLC …$15MCp Group 401(k) Plan$15MCurrax Pharmaceuticals LLC 401(k) PlanCurrax Pharmaceuticals LLC 4…$15MVerus Aerospace Precision Machine Works 401(k) Plan for Union EmployeesVerus Aerospace Precision Ma…$15MThe Iris Group Inc. 401(k) Retirement Savings PlanThe Iris Group Inc. 401(k) R…$15M
End-of-year total assets ($M) among J. Taylor & Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN752795393
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. Taylor & Associates, LLC)

Sponsor-wide plan assets over time

All J. Taylor & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 82.41834391167309% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.45M $15.4M ▲ +82.5%
Year Plans Participants Total Assets
2022 1 77 $8M
2023 1 95 $12M
2024 1 119 $15M

Nearby 401(k) Plans in Texas

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

J. Taylor & Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants J. Taylor & Associates, LLC 401(k) Plan, Total assets ($B): 0.015420908 · Participants: 119J. Taylor & Associates, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
J. Taylor & Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare J. Taylor & Associates, LLC 401(k) Plan side-by-side with 3 peers →

J. Taylor & Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cp Group 401(k) Plan in FL ($15M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 J. Taylor & Associates, LLC 401(k) Plan assets move in 2024? ▼
J. Taylor & Associates, LLC 401(k) Plan surged - up 34.0% during 2024, from $12M to $15M. Reported net income was $4M.
How have J. Taylor & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J. Taylor & Associates, LLC's sponsor-wide assets grew 82.4%, from $8M to $15M.
Which 401(k) plans are similar in size to J. Taylor & Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cp Group 401(k) Plan in FL ($15M, 233 participants).
Which 401(k) plans cover a similar participant headcount to J. Taylor & Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 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 752795393.

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.