Taylor Morrison 401(k) and pension plans

Taylor Morrison, Inc., Scottsdale, AZ. EIN 58-1426890. Annual reports 2009–2025. Also filed as Taylor Morrison.

Taylor Morrison, Inc. has 2 active retirement plans on file. The largest is the Taylor Morrison 401(k) Savings Plan, with 4,196 participants and $438 million in assets in 2025. Fidelity has been its recordkeeper since 2018.

Active plans
2
Participants
4,910
Plan assets
$465 million
401(k) recordkeeper
Fidelity
Plans on file
2
Industry
Construction

All 2 plans

Active plans first

Taylor Morrison 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
001Employer EIN 58-1426890
Participants (2025)
4,196
Net assets (2025)
$438 million
Recordkeeper
FidelityEarlier: Milliman (2009–2017)
Plan administrator
Taylor Morrison, Inc.
4900 N. Scottsdale RD. Suite 2000
Scottsdale, AZ 85251
(480) 840-8100As filed for 2025
In effect since
July 1, 1989

Plans merged into this one: William Lyon Homes, Inc. 401(k) Plan (2020).

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20254,196$438 millionFidelity
20244,483$370 millionFidelity
20234,219$321 millionFidelity
20224,680$271 millionFidelity
20214,344$315 millionFidelity
20203,121$275 millionFidelity
20193,078$166 millionFidelity
20182,573$115 millionFidelity
20171,873$115 millionMilliman
20162,481$89.1 millionMilliman
20152,246$72.8 millionMilliman
20141,692$66.5 millionMilliman
20131,390$58.5 millionMilliman
2012931$41.6 millionMilliman
2011902$35.9 millionMilliman
2010972$38.0 millionMilliman
20091,368$38.3 millionMilliman

Taylor Morrison Cash Balance Pension Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number
003Employer EIN 58-1426890
Participants (2025)
714
Net assets (2025)
$27.0 million
Plan administrator
Taylor Morrison, Inc.
4900 N. Scottsdale RD., Suite 2000
Scottsdale, AZ 85251
(480) 840-8100As filed for 2025
In effect since
December 31, 2007
Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
2025714$27.0 millionnot listed
2024742$27.9 millionnot listed
2023760$25.1 millionnot listed
2022778$22.9 millionnot listed
2021797$31.8 millionnot listed
2020827$31.4 millionnot listed
2019844$27.3 millionnot listed
2018877$22.9 millionnot listed
20171,012$26.1 millionnot listed
20161,066$24.1 millionnot listed
20151,100$23.7 millionnot listed
20141,254$23.9 millionnot listed
20131,459$24.5 millionnot listed
20121,493$21.8 millionnot listed
20111,519$19.6 millionnot listed
20101,576$19.5 millionnot listed
20091,599$14.9 millionnot listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Taylor Morrison 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((480) 840-8100). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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