401(k) · DOL Form 5500 · 2022

Taldera, Inc. 401(k) Plan

Data updated 2026-08-25

$686K
Total assets Small plan by assets
1
Participants Small participant base
21st
Percentile by assets National rank
$685,872
Avg per participant High balance/head
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Official DOL plan name: Taldera 401(k) · Sponsored by Taldera, Inc. · California · Agriculture, Forestry & Fishing

$686K in assets, 1 participants

Taldera, Inc.'s Taldera 401(k) reported $686K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #291 in Agriculture, Forestry & Fishing (1,523 peers)

What the 2022 filing shows

Taldera 401(k) holds $686K for 1 participant - about $685,872 per participant, among the smaller plans by assets on file.

#291
in Agriculture, Forestry & Fishing (1,523 peers)
+5.7%
assets growth YoY

Taldera 401(k) among the smaller filed plans by assets

Taldera 401(k) vs every filed plan by assets

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

$685,872 21st percentile higher than 21% 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

Taldera 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taldera 401(k) is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 832576645 · Taldera, Inc. PY 2022 · 401(k)

Taldera 401(k) · $686K · 1 · 21st

  • PCT $686K
  • EIN 1
  • RANK 21st
  • PHOTO 401(k)
  • IND near Helber Retirement Plan
  • EOY ind #291

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Taldera 401(k) in the asset neighbourhood

Taldera 401(k)$686KHelber Retirement Plan$686KPope Properties, Inc. Employees Savings TrustPope Properties, Inc. Employ…$686KWickwiire Warehouse Inc$686KDuritza Enterprises, Inc. Local 23 Union 401(k) PlanDuritza Enterprises, Inc. Lo…$686K
End-of-year total assets ($M) among Taldera 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$649K
Net Assets (End of Year)$686K
Net Income$37K
Employer EIN832576645
Plan Effective Date2018-11-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Taldera, Inc.)

Sponsor-wide plan assets over time

All Taldera, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$635K 7.467428324818625% vs 2022
2024 filing year
$0.5M$0.55M$0.6M$0.65M$0.7M$0.75M 202220232024 $0.69M $0.63M ▼ -8.7%
Year Plans Participants Total Assets
2022 1 1 $686K
2023 1 1 $557K
2024 1 1 $635K

Nearby 401(k) Plans in California

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

Taldera 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Taldera 401(k), Total assets ($B): 0.000685872 · Participants: 1Taldera 401(k)Wells 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
Taldera 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Taldera 401(k) side-by-side with 3 peers →

Taldera 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Helber Retirement Plan in FL ($686K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($686K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Taldera 401(k) assets move in 2022? ▼
Taldera 401(k) grew at a solid clip - up 5.7% during 2022, from $649K to $686K. Reported net income was $37K.
How have Taldera, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taldera, Inc.'s sponsor-wide assets declined 7.5%, from $686K to $635K.
Where does Taldera 401(k) rank by assets among Form 5500 filers? ▼
Taldera 401(k) ranks in the 21st 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 Taldera 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Helber Retirement Plan in FL ($686K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Taldera 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 832576645.

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.