Profit Sharing · DOL Form 5500 · 2024
Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 78
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $717,636
- Avg per participant High balance/head
Official DOL plan name: Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan · Sponsored by Taylor, Porter, Brooks & Phillips, L.L.P. · Louisiana · Professional & Technical Services
$56M in assets, 78 participants
Taylor, Porter, Brooks & Phillips, L.L.P.'s Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan reported $56M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #17,394 in Professional & Technical Services (20,173 peers)
Where Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan sits by assets
Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan sits in the top quartile of all filed plans by assets, $56M for 78 participants (~$717,636/participant), up 15.8% in 2024.
- #17,394
- in Professional & Technical Services (20,173 peers)
- +15.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan's outsized position by total assets
Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,975,622 Top 15% higher than 85% 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, Porter, Brooks & Phillips, L.L.P. 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, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan end-of-year assets rose from $48M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan reported participants fell from 86 in the plan year 2023 filing to 78 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 720402904 · Taylor, Porter, Brooks & Phillips, L.L.P. PY 2024 · Profit Sharing
Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan · $56M · 78 · 85th
- IND $56M
- EOY 78
- 5500 85th
- ASSETS Profit Sharing
- PCT near Beloit Health System Matching & Employer Contribution Plan
- EIN ind #17394
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 Louisiana →
Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $8M |
| Employer EIN | 720402904 |
| Plan Effective Date | 1982-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Taylor, Porter, Brooks & Phillips, L.L.P.)
Sponsor-wide plan assets over time
All Taylor, Porter, Brooks & Phillips, L.L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 29.23579941528727% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 203 | $53M |
| 2023 | 2 | 183 | $59M |
| 2024 | 2 | 192 | $69M |
Nearby Profit Sharing Plans in Louisiana
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Lake Charles Memorial Health System Retirement Plan $52M · 2,026
- Plumbers & Steamfitters Local 141 Annuity Plan $15M · 765
- Collegiate Academies 403(b) Plan $13M · 554
- Service Tool Co., LLC Retirement Plan $12M · 91
- Total Community Action, Inc. Ee's Retirement Plan & Trust $8M · 199
Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Louisiana, the nearest Profit Sharing by assets is Beloit Health System Matching & Employer Contribution Plan in WI ($56M); by covered participants it is Pvs Steel Services Union Plan in MI (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Beloit Health System Matching & Employer Contribution Plan (WI) $56M · 1,573
- Hydraflow Profit Sharing Plan (CA) $56M · 226
- The Population Services International Retirement Plan (DC) $56M · 258
- IBEW Local No. 229 Annuity Fund (VA) $56M · 238
Similar participant headcount
Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.
- Pvs Steel Services Union Plan (MI) 78 · 0 off
- Efrain Nunez Inc Retirement Plan (PR) 78 · 0 off
- F P Architects New York Limited 401(k) Plan (NY) 78 · 0 off
- Nab Homecare, Inc. Retirement Plan (VA) 78 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.