Taylor Morrison 401(k) match, vesting and fees
What Taylor Morrison's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Warren Averett LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 98 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Taylor Morrison: employer contribution per participant | $3,676 | |
| Peer median | $3,042 |
| Taylor Morrison: average balance | $105,212 | |
| Peer median | $88,965 |
| Taylor Morrison: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $315M at the end of plan year 2021 to $438M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 4,196 | $438M | $15.3M | $3,676 | 0.13% | Not published | Form 5500 ↗ |
| 2024 | 4,483 | $370M | $14.4M | $3,259 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 4,219 | $321M | $13.2M | $3,184 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 4,680 | $271M | $13.6M | $3,185 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 4,344 | $315M | $12.5M | $2,928 | — | Not published | Form 5500 ↗ |
Other Taylor Morrison plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Taylor Morrison Cash Balance Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Warren Averett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Taylor Morrison match 401(k) contributions?
The match terms for the Taylor Morrison 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $15.3M in employer contributions, about $3,676 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Taylor Morrison 401(k) match vested?
The vesting schedule for the Taylor Morrison 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Taylor Morrison 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Taylor Morrison, Inc..
I left Taylor Morrison. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Taylor Morrison, Inc., (480) 840-8100) or the recordkeeper, Fidelity Investments Institutional. The Taylor Morrison old 401(k) page lists the contacts from every plan filing. Find an old Taylor Morrison 401(k)
Data from the public Form 5500 annual reports Taylor Morrison filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Taylor Morrison. Not financial advice. Report a correction · Methodology