401(k) · DOL Form 5500 · 2022

Taly Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$190K
Total assets Small plan by assets
2
Participants Small participant base
10th
Percentile by assets National rank
$94,773
Avg per participant Below avg balance/head
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Official DOL plan name: Taly Enterprises Retirement Plan · Sponsored by Taly Enterprises, Inc. · Illinois · Food Services & Accommodation

$190K in assets, 2 participants

Taly Enterprises, Inc.'s Taly Enterprises Retirement Plan reported $190K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,165 in Food Services & Accommodation (4,592 peers)

Taly Enterprises, Inc. multi-year trail

Taly Enterprises, Inc.'s plans moved -94.7% in assets from 2022 to 2024; this filing shows Taly Enterprises Retirement Plan at $190K / 2 participants.

#1,165
in Food Services & Accommodation (4,592 peers)
-15.8%
assets change YoY

The plan reported a net loss of $35K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Taly Enterprises Retirement Plan among the smaller filed plans by assets

Taly Enterprises Retirement Plan vs every filed plan by assets

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

$189,545 10th percentile higher than 10% 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

Taly Enterprises 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. Taly Enterprises Retirement Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 832447471 · Taly Enterprises, Inc. PY 2022 · 401(k)

Taly Enterprises Retirement Plan · $190K · 2 · 10th

  • 5500 $190K
  • ASSETS 2
  • PCT 10th
  • EIN 401(k)
  • RANK near Faelan Enterprises, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #1165

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 Illinois →

Taly Enterprises Retirement Plan in the asset neighbourhood

Taly Enterprises Retirement PlanTaly Enterprises Retirement …$190KFaelan Enterprises, Inc. 401(k) Profit Sharing PlanFaelan Enterprises, Inc. 401…$190KThe Southern Spice Group, Inc. 401(k) Profit Sharing PlanThe Southern Spice Group, In…$190KCcd Corporation 401(k) Plan$190KLadybug & Lotus Fashion Inc. 401(k) PlanLadybug & Lotus Fashion Inc.…$190K
End-of-year total assets ($M) among Taly Enterprises Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Taly Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Taly Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10K 94.73053892215569% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.19M $0.01M ▼ -94.7%
Year Plans Participants Total Assets
2022 1 2 $190K
2023 1 2 $160K
2024 1 2 $10K

Taly Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$225K
Net Assets (End of Year)$190K
Net Income-$35K
Employer EIN832447471
Plan Effective Date2018-11-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Taly Enterprises Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Taly Enterprises Retirement Plan, Total assets ($B): 0.000189545 · Participants: 2Taly Enterprises Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Taly Enterprises Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Taly Enterprises Retirement Plan side-by-side with 3 peers →

Taly Enterprises Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Faelan Enterprises, Inc. 401(k) Profit Sharing Plan in OR ($190K); 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 did Taly Enterprises Retirement Plan assets move in 2022? ▼
Taly Enterprises Retirement Plan declined sharply - down 15.8% during 2022, from $225K to $190K. Reported net income was -$35K.
How have Taly Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taly Enterprises, Inc.'s sponsor-wide assets declined 94.7%, from $190K to $10K.
Where does Taly Enterprises Retirement Plan rank by assets among Form 5500 filers? ▼
Taly Enterprises Retirement Plan ranks in the 10th 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 Taly Enterprises Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Faelan Enterprises, Inc. 401(k) Profit Sharing Plan in OR ($190K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Taly Enterprises 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 832447471.

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.