401(k) · DOL Form 5500 · 2022

Talbert and Bright, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
66
Participants Small participant base
72nd
Percentile by assets National rank
$225,345
Avg per participant Above avg balance/head
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Official DOL plan name: Talbert and Bright, Inc. 401(k) Plan · Sponsored by Talbert and Bright, Inc. · North Carolina · Professional & Technical Services

$15M in assets, 66 participants

Talbert and Bright, Inc.'s Talbert and Bright, Inc. 401(k) Plan reported $15M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,517 in Professional & Technical Services (21,562 peers)

Talbert and Bright, Inc. multi-year trail

Talbert and Bright, Inc.'s plans moved +55.8% in assets from 2022 to 2024; this filing shows Talbert and Bright, Inc. 401(k) Plan at $15M / 66 participants.

#15,517
in Professional & Technical Services (21,562 peers)
-19.8%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Talbert and Bright, Inc. 401(k) Plan's outsized position by total assets

Talbert and Bright, Inc. 401(k) Plan vs every filed plan by assets

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

$14,872,738 Top 28% higher than 72% 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

Talbert and Bright, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Talbert and Bright, Inc. 401(k) Plan is a small filing (66 participants) on this national headcount ladder.

DOL schedule card

Filing strip 561654376 · Talbert and Bright, Inc. PY 2022 · 401(k)

Talbert and Bright, Inc. 401(k) Plan · $15M · 66 · 72nd

  • IND $15M
  • EOY 66
  • 5500 72nd
  • ASSETS 401(k)
  • PCT near Bank Employees Savings Plan
  • EIN ind #15517

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 North Carolina →

Talbert and Bright, Inc. 401(k) Plan in the asset neighbourhood

Talbert and Bright, Inc. 401(k) PlanTalbert and Bright, Inc. 401…$15MBank Employees Savings Plan$15MKaye-Smith Enterprises 401(k) Retirement Savings Plan & TrustKaye-Smith Enterprises 401(k…$15MElectric Machinery Company LLC 401(k) Plan for Union EmployeesElectric Machinery Company L…$15MPremier Orthopaedics & Sports Medicine, P.L.C. 401(k) Profit Sharing PlanPremier Orthopaedics & Sport…$15M
End-of-year total assets ($M) among Talbert and Bright, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Talbert and Bright, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Talbert and Bright, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 55.783380302940856% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.9M $23.2M ▲ +55.8%
Year Plans Participants Total Assets
2022 1 66 $15M
2023 1 66 $19M
2024 1 70 $23M

Talbert and Bright, Inc. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$15M
Net Income-$4M
Employer EIN561654376
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Talbert and Bright, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Talbert and Bright, Inc. 401(k) Plan, Total assets ($B): 0.014872738 · Participants: 66Talbert and Bright, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Talbert and Bright, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Talbert and Bright, Inc. 401(k) Plan side-by-side with 3 peers →

Talbert and Bright, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Bank Employees Savings Plan in IA ($15M); by covered participants it is Aptera Software Inc. 401(k) Plan in IN (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.

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 Talbert and Bright, Inc. 401(k) Plan assets move in 2022? ▼
Talbert and Bright, Inc. 401(k) Plan declined sharply - down 19.8% during 2022, from $19M to $15M. Reported net income was -$4M.
How have Talbert and Bright, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talbert and Bright, Inc.'s sponsor-wide assets grew 55.8%, from $15M to $23M.
Which 401(k) plans are similar in size to Talbert and Bright, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank Employees Savings Plan in IA ($15M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Talbert and Bright, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aptera Software Inc. 401(k) Plan in IN (66 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561654376.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.