401(k) · DOL Form 5500 · 2024
Calvin B. Taylor Banking Company 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $107,772
- Avg per participant Below avg balance/head
Official DOL plan name: The Taylor Bank 401(k) Plan · Sponsored by Calvin B. Taylor Banking Company · Maryland · Finance & Insurance
$12M in assets, 113 participants
Calvin B. Taylor Banking Company's The Taylor Bank 401(k) Plan reported $12M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #3,757 in Finance & Insurance (8,549 peers)
Coverage in Maryland
The Taylor Bank 401(k) Plan covers 113 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $12M.
- #3,757
- in Finance & Insurance (8,549 peers)
- +5.2%
- assets growth YoY
The Taylor Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
The Taylor Bank 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,178,226 Top 40% higher than 60% 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
The Taylor Bank 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. The Taylor Bank 401(k) Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Taylor Bank 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $601K in the plan year 2024 filing.
- The Taylor Bank 401(k) Plan reported participants rose from 105 in the plan year 2023 filing to 113 in the plan year 2024 filing.
- The Taylor Bank 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 520505410 · Calvin B. Taylor Banking Company PY 2024 · 401(k)
The Taylor Bank 401(k) Plan · $12M · 113 · 60th
- EIN $12M
- RANK 113
- PHOTO 60th
- IND 401(k)
- EOY near Nichols Brothers Boat Builders Retirement Plan
- 5500 ind #3757
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 Finance & Insurance retirement plans → · Plans in Maryland →
The Taylor Bank 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $601K |
| Employer EIN | 520505410 |
| Plan Effective Date | 1999-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calvin B. Taylor Banking Company)
Sponsor-wide plan assets over time
All Calvin B. Taylor Banking Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 20.55600052941495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 102 | $10M |
| 2023 | 1 | 105 | $12M |
| 2024 | 1 | 113 | $12M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
The Taylor Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Nichols Brothers Boat Builders Retirement Plan in WA ($12M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Nichols Brothers Boat Builders Retirement Plan (WA) $12M · 200
- Team Cmi's Investments for the Future (TX) $12M · 46
- Day & Zimmermann 401(k) Plan for Contract Employees (PA) $12M · 1,827
- The Wilder Companies 401(k) Plan (MA) $12M · 58
Similar participant headcount
Nearest other-state filings by covered participants (113 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.