401(k) · DOL Form 5500 · 2022

Taulia LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
185
Participants Below avg headcount
69th
Percentile by assets National rank
$65,210
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Taulia 401(k) Plan & Trust · Sponsored by Taulia LLC · California · Information & Media

$12M in assets, 185 participants

Taulia LLC's Taulia 401(k) Plan & Trust reported $12M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,663 in Information & Media (2,911 peers)

Coverage in California

Taulia 401(k) Plan & Trust covers 185 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $12M.

#1,663
in Information & Media (2,911 peers)
+7.7%
assets growth YoY

Taulia 401(k) Plan & Trust's outsized position by total assets

Taulia 401(k) Plan & Trust vs every filed plan by assets

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

$12,063,806 Top 31% higher than 69% 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

Taulia 401(k) Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taulia 401(k) Plan & Trust sits mid-pack in the medium band (185 participants).

DOL schedule card

Filing strip 270346424 · Taulia LLC PY 2022 · 401(k)

Taulia 401(k) Plan & Trust · $12M · 185 · 69th

  • EIN $12M
  • EIN 185
  • EIN 69th
  • EIN 401(k)
  • EIN near Baer's Furniture Company, Inc. Cash or Deferred Profit Sharing Plan
  • EIN ind #1663

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 Information & Media retirement plans → · Plans in California →

Taulia 401(k) Plan & Trust in the asset neighbourhood

Taulia 401(k) Plan & Trust$12MBaer's Furniture Company, Inc. Cash or Deferred Profit Sharing PlanBaer's Furniture Company, In…$12ME.I. Associates Employees 401(k) Profit Sharing PlanE.I. Associates Employees 40…$12MItc Infotech (USA), Inc. 401(k) PlanItc Infotech (USA), Inc. 401…$12MWeisgram Metal Fab, Inc. 401(k) PlanWeisgram Metal Fab, Inc. 401…$12M
End-of-year total assets ($M) among Taulia 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$860K
Employer EIN270346424
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taulia LLC)

Sponsor-wide plan assets over time

All Taulia LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 111.0107125396413% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $12.1M $25.5M ▲ +111.1%
Year Plans Participants Total Assets
2022 1 185 $12M
2023 1 225 $18M
2024 1 251 $25M

Nearby 401(k) Plans in California

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

Taulia 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Taulia 401(k) Plan & Trust, Total assets ($B): 0.012063806 · Participants: 185Taulia 401(k) Plan & TrustWells 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
Taulia 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Taulia 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Baer's Furniture Company, Inc. Cash or Deferred Profit Sharing Plan in FL ($12M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Taulia 401(k) Plan & Trust assets move in 2022?
Taulia 401(k) Plan & Trust grew at a solid clip - up 7.7% during 2022, from $11M to $12M. Reported net income was $860K.
How have Taulia LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Taulia LLC's sponsor-wide assets grew 111.0%, from $12M to $25M.
Which 401(k) plans are similar in size to Taulia 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Baer's Furniture Company, Inc. Cash or Deferred Profit Sharing Plan in FL ($12M, 600 participants).
Which 401(k) plans cover a similar participant headcount to Taulia 401(k) Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Brew City Pizza, Inc. Retirement Plan in WI (185 participants, N/A in assets).