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Benchmarking Taylor Morrison 401(K) Savings Plan in Scottsdale, AZ against
bad (4)
Of the 35 plans in Arizona, Taylor Morrison 401(K) Savings Plan in Scottsdale, AZ is one of just 3 that are worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, yield on beginning-of-plan-year total assets, and diversity of asset types (5 total).
Taylor Morrison 401(K) Savings Plan has these standings among those 35 peer plans plus nationwide comparisons:
Taylor Morrison 401(K) Savings Plan has these standings among those 35 peer plans plus nationwide comparisons:
- total liabilities = $0 (the least, tied)
the nationwide median is $0 - total income = $89,070,946 (11th-lowest)
the nationwide median is $102,534,243 - net income = $49,691,289 (7th-lowest)
the nationwide median is $65,444,922 - participant loans as a percentage of plan assets = 1.55% (11th-most)
the nationwide median is 1.00% - corrective distributions = $0 (the lowest, tied)
the nationwide median is $1,037 - yield on beginning-of-plan-year total assets = 17.45% (10th-lowest)
the nationwide median is 17.77% - diversity of asset types = 7.6% (2nd-lowest)
the nationwide median is 20.4%
with Liberty Utilities National 401(K) Plan in Litchfield Park, AZ and Vitalant 401(K) Retirement Savings Plan in Scottsdale, AZ.
- in state. Except where noted, all data come from the 25-September-2025 updates to the year-2023 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- are worse than the overall plan medians in. Smaller sets are better. (1) The median nationwide value of total liabilities is $0.00, so worse is above that. At end of plan year. Liabilities entered here do not include the value of future pension payments to plan participants. Line 1k from Schedule H. (2) The median nationwide value of total income is $102,534,240, so worse is below that. From Line 2d, Schedule H. (3) The median nationwide value of net income is $65,444,920, so worse is below that. Net income, Line 2k from Schedule H, equals total income (Line 2d) minus total expenses (Line 2j), all from Schedule H. (4) The median nationwide value of participant loans as a percentage of plan assets is 1.00%, so worse is above that. Participant loans as a percentage of plan assets equals participant loans, Line 1c(8) from Schedule H, divided by total assets, Line 1f(b) from Schedule H, times 100. A high value may indicate excessive borrowing from participants' retirement accounts. (5) The median nationwide value of corrective distributions is $1,037, so worse is above that. From Line 2f, Schedule H, but negative entries are converted into positive. Included on this line are all distributions paid during the plan year of excess deferrals under Code section 402(g)(2)(A)(ii), excess contributions under Code section 401(k)(8), and excess aggregate contributions under Code section 401(m)(6). Included is allocable income distributed. Also included on this line are any elective deferrals and employee contributions distributed or returned to employees during the plan year, as well as any attributable income that was also distributed. (6) The median nationwide value of yield on beginning-of-plan-year total assets is 17.77%, so worse is below that. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). (7) The median nationwide value of diversity of asset types is 20.4%, so worse is below that. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. Some comparison measures have prerequisites that must be satisfied in order to keep their numeric values, otherwise their value becomes N/A. To qualify for "are worse than the overall plan medians in", the value of 'plan year began in' must equal 'q1'. Except where noted, all data come from the 25-September-2025 updates to the year-2023 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
Taylor Morrison 401(K) Savings Plan in Scottsdale, AZ is in the Southwest, its EIN is 581426890, its industry group is Residential Building Construction, its plan administrator is Monika Daley, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, is a single-employer plan, plan year began in q1, its business code is 236110, has 1,000 to 4,999 total participants, is worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, yield on beginning-of-plan-year total assets, and diversity of asset types (5 total), and is worse than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total).
Global References
Numeric values:
- total assets ($320,539,697)
- net assets (assets minus liabilities) ($320.50M)
- value of interest in registered investment companies (e.g., mutual funds) ($304.10M)
- total assets at beginning of plan year ($270,848,408)
- total income ($89,070,946)
- net income ($49,691,289)
- earnings on investments ($47,368,477)
- net earnings on investments ($47,275,441)
- total contributions ($41,449,091)
- total expenses ($39,379,657)
- cash contributions from participants ($25,595,560)
- cash contributions from employers ($13,234,530)
- value of interest in common/collective trusts ($11,043,134)
- participant loans ($4,960,657)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($359,696)
- total administrative expenses ($114,417)
- investment advisory and management fees ($93,036)
- average account balance ($75,975)
- value of funds held in insurance company general account (unallocated contracts) ($73,741)
- recordkeeping fees ($19,581)
- average employer+participant cash contribution per active participant ($13,868)
- net income per total participant ($11,778)
- average participant cash contribution per active participant ($9,141)
- average employer cash contribution per active participant ($4,727)
- contract administrator fees ($1,800)
- total administrative expense per participant ($27.12)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- plan salaries and allowances ($0)
- IQPA audit fees ($0)
- bank or trust company trustee/custodial fees ($0)
- actuarial fees ($0)
- legal fees ($0)
- valuation/appraisal fees ($0)
- other trustee fees and expenses ($0)
- other administrative expenses ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- amount of loss caused by fraud or dishonesty ($0)
- percentage of active participants (66.4%)
- growth in total assets during the plan year (18.3%)
- yield on beginning-of-plan-year total assets (17.45%)
- diversity of asset types (7.6%)
- participant loans as a percentage of plan assets (1.55%)
- total cash as a percentage of plan assets (0.11%)
- total administrative expense ratio (0.036%)
- employer securities as a percentage of plan assets (0.00%)
- active participants (2,800)
- deceased participants whose beneficiaries receive or are entitled to benefits (11)
- living participants (4,208)
- other retired or separated participants entitled to future benefits (1,380)
- retired or separated participants receiving benefits (28)
- total participants (4,219)
Global References