401(k) · DOL Form 5500 · 2022

Tal Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$116K
Total assets Small plan by assets
2
Participants Small participant base
7th
Percentile by assets National rank
$58,137
Avg per participant Low balance/head
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Official DOL plan name: Tal Investment Group Retirement Plan · Sponsored by Tal Investment Group, Inc. · Indiana · Finance & Insurance

$116K in assets, 2 participants

Tal Investment Group, Inc.'s Tal Investment Group Retirement Plan reported $116K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 7th 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.

  • #394 in Finance & Insurance (9,261 peers)

Tal Investment Group, Inc. multi-year trail

Tal Investment Group, Inc.'s plans moved -99.2% in assets from 2022 to 2024; this filing shows Tal Investment Group Retirement Plan at $116K / 2 participants.

#394
in Finance & Insurance (9,261 peers)
$116K
reported net income

Tal Investment Group Retirement Plan among the smaller filed plans by assets

Tal Investment Group Retirement Plan vs every filed plan by assets

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

$116,273 7th percentile higher than 7% 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

Tal Investment Group 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. Tal Investment Group Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 883928925 · Tal Investment Group, Inc. PY 2022 · 401(k)

Tal Investment Group Retirement Plan · $116K · 2 · 7th

  • BOOK $116K
  • VS-ST 2
  • BOY 7th
  • SCH 401(k)
  • EBSA near Bex Aesthetix Boutique, Inc. 401(k) Plan
  • PART ind #394

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 Finance & Insurance retirement plans → · Plans in Indiana →

Tal Investment Group Retirement Plan in the asset neighbourhood

Tal Investment Group Retirement PlanTal Investment Group Retirem…$116KBex Aesthetix Boutique, Inc. 401(k) PlanBex Aesthetix Boutique, Inc.…$116KMahoco Enterprise, Corp 401(k) PlanMahoco Enterprise, Corp 401(…$116KBeehive Homes Staffing Services Company 401(k) PlanBeehive Homes Staffing Servi…$116KGadget Works, Inc. 401(k) Profit Sharing PlanGadget Works, Inc. 401(k) Pr…$116K
End-of-year total assets ($M) among Tal Investment Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tal Investment Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tal Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$974 99.16231627290945% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.12M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $116K
2023 1 2 $973
2024 1 2 $974

Tal Investment Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$116K
Net Income$116K
Employer EIN883928925
Plan Effective Date2022-08-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Tal Investment Group Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Tal Investment Group Retirement Plan, Total assets ($B): 0.000116273 · Participants: 2Tal Investment Group Retirement PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Tal Investment Group Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Tal Investment Group Retirement Plan side-by-side with 3 peers →

Tal Investment Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Bex Aesthetix Boutique, Inc. 401(k) Plan in TX ($116K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 have Tal Investment Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tal Investment Group, Inc.'s sponsor-wide assets declined 99.2%, from $116K to $974.
Where does Tal Investment Group Retirement Plan rank by assets among Form 5500 filers? ▼
Tal Investment Group Retirement Plan ranks in the 7th 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 401(k) plans are similar in size to Tal Investment Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bex Aesthetix Boutique, Inc. 401(k) Plan in TX ($116K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Tal Investment Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 883928925.

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.