401(k) · DOL Form 5500 · 2022

Talley Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
342
Participants Below avg headcount
84th
Percentile by assets National rank
$101,115
Avg per participant Below avg balance/head
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Official DOL plan name: Talley Inc. Cash or Deferred Profit Sharing Plan · Sponsored by Talley Inc. · California · Manufacturing

$35M in assets, 342 participants

Talley Inc.'s Talley Inc. Cash or Deferred Profit Sharing Plan reported $35M in total assets and 342 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #16,010 in Manufacturing (20,602 peers)

Where Talley Inc. Cash or Deferred Profit Sharing Plan sits by assets

Talley Inc. Cash or Deferred Profit Sharing Plan sits in the top quartile of all filed plans by assets, $35M for 342 participants (~$101,115/participant), down 17.1% in 2022.

#16,010
in Manufacturing (20,602 peers)
-17.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Talley Inc. Cash or Deferred Profit Sharing Plan's outsized position by total assets

Talley Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets

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

$34,581,360 Top 16% higher than 84% 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 Inc. Cash or Deferred Profit Sharing Plan 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. Talley Inc. Cash or Deferred Profit Sharing Plan sits mid-pack in the medium band (342 participants).

Published 5500 schedule card

Filing strip 953872464 · Talley Inc. PY 2022 · 401(k)

Talley Inc. Cash or Deferred Profit Sharing Plan · $35M · 342 · 84th

  • SCH $35M
  • EBSA 342
  • PART 84th
  • TYPE 401(k)
  • NET near Mattamy Homes Corporation Retirement Plan
  • BOOK ind #16010

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 Manufacturing retirement plans → · Plans in California →

Talley Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood

Talley Inc. Cash or Deferred Profit Sharing PlanTalley Inc. Cash or Deferred…$35MMattamy Homes Corporation Retirement PlanMattamy Homes Corporation Re…$35MKite Realty Group 401(k) Profit Sharing PlanKite Realty Group 401(k) Pro…$35MPlumbers and Pipefitters Local 551 Pension PlanPlumbers and Pipefitters Loc…$35MThe Conti Group LLC Employees' 401(k) PlanThe Conti Group LLC Employee…$35M
End-of-year total assets ($M) among Talley Inc. Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$35M
Net Income-$7M
Employer EIN953872464
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Talley Inc.)

Sponsor-wide plan assets over time

All Talley Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 24.40065110221229% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.6M $43M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 342 $35M
2023 1 343 $37M
2024 1 308 $43M

Nearby 401(k) Plans in California

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

Talley Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Talley Inc. Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.03458136 · Participants: 342Talley Inc. Cash or Deferred Profit Sharing 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 Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Talley Inc. Cash or Deferred Profit Sharing Plan side-by-side with 3 peers →

Talley Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mattamy Homes Corporation Retirement Plan in FL ($35M); by covered participants it is Culinaire 401(k) Plan in TX (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Inc. Cash or Deferred Profit Sharing Plan assets move in 2022? ▼
Talley Inc. Cash or Deferred Profit Sharing Plan declined sharply - down 17.1% during 2022, from $42M to $35M. Reported net income was -$7M.
How have Talley Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talley Inc.'s sponsor-wide assets grew 24.4%, from $35M to $43M.
Where does Talley Inc. Cash or Deferred Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Talley Inc. Cash or Deferred Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Talley Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mattamy Homes Corporation Retirement Plan in FL ($35M, 706 participants).
Which 401(k) plans cover a similar participant headcount to Talley Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culinaire 401(k) Plan in TX (342 participants, $8M 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 953872464.

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.