ESOP · DOL Form 5500 · 2022

Talley Management Group, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
50
Participants Small participant base
31st
Percentile by assets National rank
$34,091
Avg per participant Low balance/head
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Official DOL plan name: Talley Management Group Employee Stock Ownership Plan · Sponsored by Talley Management Group, Inc. · New Jersey · Professional & Technical Services

$2M in assets, 50 participants

Talley Management Group, Inc.'s Talley Management Group Employee Stock Ownership Plan reported $2M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,006 in Professional & Technical Services (21,562 peers)

Talley Management Group, Inc. multi-year trail

Talley Management Group, Inc.'s plans moved +16.4% in assets from 2022 to 2024; this filing shows Talley Management Group Employee Stock Ownership Plan at $2M / 50 participants.

#6,006
in Professional & Technical Services (21,562 peers)
+14.1%
assets growth YoY

Talley Management Group Employee Stock Ownership Plan among the smaller filed plans by assets

Talley Management Group Employee Stock Ownership Plan vs every filed plan by assets

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

$1,704,554 31st percentile higher than 31% 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 Management Group Employee Stock Ownership 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 Management Group Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 521527206 · Talley Management Group, Inc. PY 2022 · ESOP

Talley Management Group Employee Stock Ownership Plan · $2M · 50 · 31st

  • PCT $2M
  • EIN 50
  • RANK 31st
  • PHOTO ESOP
  • IND near Dynamic Engineering, Inc. 2013 Amended and and Restated Employee Stock Ownership Plan
  • EOY ind #6006

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 What is an ESOP? → · Plans in New Jersey →

Talley Management Group Employee Stock Ownership Plan in the asset neighbourhood

Dynamic Engineering, Inc. 2013 Amended and and Restated Employee Stock Ownership PlanDynamic Engineering, Inc. 20…$2MTalley Management Group Employee Stock Ownership PlanTalley Management Group Empl…$2MSmith-Doyle Contractors, Inc. Employee Stock Ownership PlanSmith-Doyle Contractors, Inc…$2MNorthumberland Bancorp Employee Stock Ownership PlanNorthumberland Bancorp Emplo…$2MShop Architects, Inc. Employee Stock Ownership PlanShop Architects, Inc. Employ…$2M
End-of-year total assets ($M) among Talley Management Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Talley Management Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Talley Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.43385894492049% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.7M $1.98M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 50 $2M
2023 1 57 $2M
2024 1 66 $2M

Talley Management Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$265K
Employer EIN521527206
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

Peer ESOP plans, same state, same plan type, ranked by total assets.

Talley Management Group Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Talley Management Group Employee Stock Ownership Plan, Total assets ($M): 1.704554 · Participants: 50Talley Management Group Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
Talley Management Group Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Talley Management Group Employee Stock Ownership Plan side-by-side with 3 peers →

Talley Management Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Dynamic Engineering, Inc. 2013 Amended and and Restated Employee Stock Ownership Plan in SD ($2M); by covered participants it is Crafts, Inc. Employee Stock Ownership Plan in WI (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Management Group Employee Stock Ownership Plan assets move in 2022? ▼
Talley Management Group Employee Stock Ownership Plan grew at a solid clip - up 14.1% during 2022, from $1M to $2M. Reported net income was $265K.
How have Talley Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talley Management Group, Inc.'s sponsor-wide assets grew 16.4%, from $2M to $2M.
Which ESOP plans are similar in size to Talley Management Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dynamic Engineering, Inc. 2013 Amended and and Restated Employee Stock Ownership Plan in SD ($2M, 62 participants).
Which ESOP plans cover a similar participant headcount to Talley Management Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Crafts, Inc. Employee Stock Ownership Plan in WI (50 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 521527206.

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.