Profit Sharing · DOL Form 5500 · 2022

Tali, Inc. Profit Sharing Plan

Data updated 2026-08-25

$153K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$76,485
Avg per participant Below avg balance/head
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Official DOL plan name: Tali, Inc. Retirement Plan · Sponsored by Tali, Inc. · Colorado · Food Services & Accommodation

$153K in assets, 2 participants

Tali, Inc.'s Tali, Inc. Retirement Plan reported $153K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #984 in Food Services & Accommodation (4,592 peers)

Tali, Inc. multi-year trail

Tali, Inc.'s plans moved +37.4% in assets from 2022 to 2024; this filing shows Tali, Inc. Retirement Plan at $153K / 2 participants.

#984
in Food Services & Accommodation (4,592 peers)
+135.6%
assets growth YoY

Tali, Inc. Retirement Plan among the smaller filed plans by assets

Tali, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$152,969 9th percentile higher than 9% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Tali, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tali, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 833668664 · Tali, Inc. PY 2022 · Profit Sharing

Tali, Inc. Retirement Plan · $153K · 2 · 9th

  • 5500 $153K
  • ASSETS 2
  • PCT 9th
  • EIN Profit Sharing
  • RANK near Tampa Bay Central Wholesale Inc. Retirement Plan
  • PHOTO ind #984

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 Food Services & Accommodation retirement plans → · Plans in Colorado →

Tali, Inc. Retirement Plan in the asset neighbourhood

Tali, Inc. Retirement Plan$153KTampa Bay Central Wholesale Inc. Retirement PlanTampa Bay Central Wholesale …$153KEagle Bend Commercial Lending Partners Inc. Retirement PlanEagle Bend Commercial Lendin…$153KInstituto De Ojos Y Piel, Inc. Retirement PlanInstituto De Ojos Y Piel, In…$153KFidelity Defined Contrifbution Retirement Plan and TrustFidelity Defined Contrifbuti…$153K
End-of-year total assets ($M) among Tali, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Tali, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tali, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$210K 37.37881531552144% vs 2022
2024 filing year
$0.14M$0.16M$0.18M$0.2M$0.22M 202220232024 $0.15M $0.21M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 2 $153K
2023 1 2 $195K
2024 2 4 $210K

Tali, Inc. filing trail (2022)

Total Assets (Beginning of Year)$65K
Net Assets (End of Year)$153K
Net Income$88K
Employer EIN833668664
Plan Effective Date2019-02-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Tali, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1001020304050 Total assets ($M) Participants Tali, Inc. Retirement Plan, Total assets ($M): 0.152969 · Participants: 2Tali, Inc. Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 38.311724 · Participants: 642Hensel Phelps Hourly Retirement PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 31.655642 · Participants: 125Amended & Restated Profit Sharing Plan of Midwest PmsLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 29.136775 · Participants: 1208Liberty Pr Mobility 401(k) Savings PlansRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 15.311581 · Participants: 177Retirement Plan of Public Broadcasting of Colorado, Inc.Peterson Company Profit-Sharing Plan, Total assets ($M): 11.848341 · Participants: 31Peterson Company Profit-Sharing Plan
Tali, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants

Tali, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Tampa Bay Central Wholesale Inc. Retirement Plan in FL ($153K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tali, Inc. Retirement Plan assets move in 2022?
Tali, Inc. Retirement Plan surged - up 135.6% during 2022, from $65K to $153K. Reported net income was $88K.
How have Tali, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Tali, Inc.'s sponsor-wide assets grew 37.4%, from $153K to $210K.
Where does Tali, Inc. Retirement Plan rank by assets among Form 5500 filers?
Tali, Inc. Retirement Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Tali, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Tampa Bay Central Wholesale Inc. Retirement Plan in FL ($153K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Tali, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).