401(k) · DOL Form 5500 · 2022

Talley LLP 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
53
Participants Small participant base
54th
Percentile by assets National rank
$113,161
Avg per participant Below avg balance/head
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Official DOL plan name: Talley, LLP Retirement Savings Plan · Sponsored by Talley LLP · California · Professional & Technical Services

$6M in assets, 53 participants

Talley LLP's Talley, LLP Retirement Savings Plan reported $6M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #11,285 in Professional & Technical Services (21,562 peers)

Talley LLP multi-year trail

Talley LLP's plans moved +38.7% in assets from 2022 to 2024; this filing shows Talley, LLP Retirement Savings Plan at $6M / 53 participants.

#11,285
in Professional & Technical Services (21,562 peers)
-14.1%
assets change YoY

The plan reported a net loss of $986K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Talley, LLP Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Talley, LLP Retirement Savings Plan vs every filed plan by assets

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

$5,997,553 Top 46% higher than 54% 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

Talley, LLP Retirement Savings 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. Talley, LLP Retirement Savings Plan is a small filing (53 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 813071614 · Talley LLP PY 2022 · 401(k)

Talley, LLP Retirement Savings Plan · $6M · 53 · 54th

  • EIN $6M
  • RANK 53
  • PHOTO 54th
  • IND 401(k)
  • EOY near Grand Traditions 401(k) Plan
  • 5500 ind #11285

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 California →

Talley, LLP Retirement Savings Plan in the asset neighbourhood

Talley, LLP Retirement Savings PlanTalley, LLP Retirement Savin…$6MGrand Traditions 401(k) Plan$6MThreaded Fasteners, Inc. Retirement PlanThreaded Fasteners, Inc. Ret…$6MSpartan Electric Profit Sharing Plan & TrustSpartan Electric Profit Shar…$6MAurgroup Financial Credit Union 401(k) PlanAurgroup Financial Credit Un…$6M
End-of-year total assets ($M) among Talley, LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Talley LLP multi-year asset trail

Sponsor-wide plan assets over time

All Talley LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 38.672421902732665% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6M $8.32M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 53 $6M
2023 1 51 $7M
2024 1 62 $8M

Talley LLP filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$986K
Employer EIN813071614
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Talley, LLP Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Talley, LLP Retirement Savings Plan, Total assets ($B): 0.005997553 · Participants: 53Talley, LLP Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Talley, LLP Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Talley, LLP Retirement Savings Plan side-by-side with 3 peers →

Talley, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Grand Traditions 401(k) Plan in IN ($6M); by covered participants it is Bank of Cherokee County 401(k) Retirement Plan in OK (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Talley, LLP Retirement Savings Plan assets move in 2022? ▼
Talley, LLP Retirement Savings Plan pulled back noticeably - down 14.1% during 2022, from $7M to $6M. Reported net income was -$986K.
How have Talley LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talley LLP's sponsor-wide assets grew 38.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Talley, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grand Traditions 401(k) Plan in IN ($6M, 756 participants).
Which 401(k) plans cover a similar participant headcount to Talley, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank of Cherokee County 401(k) Retirement Plan in OK (53 participants, $2M 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 813071614.

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.