401(k) · DOL Form 5500 · 2023
Talen, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $318,821
- Avg per participant High balance/head
Official DOL plan name: Talen, Inc. Employee Stock Ownership and 401(k) Plan · Sponsored by Talen, Inc. · Iowa · Management of Enterprises
$8M in assets, 24 participants
Talen, Inc.'s Talen, Inc. Employee Stock Ownership and 401(k) Plan reported $8M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #383 in Management of Enterprises (1,137 peers)
What the 2023 filing shows
Talen, Inc. Employee Stock Ownership and 401(k) Plan holds $8M for 24 participants - about $318,821 per participant, above the median plan by assets.
- #383
- in Management of Enterprises (1,137 peers)
- +0.3%
- assets growth YoY
Talen, Inc. Employee Stock Ownership and 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers
Talen, Inc. Employee Stock Ownership and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,651,703 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Talen, Inc. Employee Stock Ownership and 401(k) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Talen, Inc. Employee Stock Ownership and 401(k) Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Talen, Inc. Employee Stock Ownership and 401(k) Plan reported net income rose from -$506K in the plan year 2022 filing to $22K in the plan year 2023 filing.
- Talen, Inc. Employee Stock Ownership and 401(k) Plan reported participants fell from 25 in the plan year 2022 filing to 24 in the plan year 2023 filing.
DOL schedule card
Filing strip 421050351 · Talen, Inc. PY 2023 · 401(k)
Talen, Inc. Employee Stock Ownership and 401(k) Plan · $8M · 24 · 53rd
- EIN $8M
- EIN 24
- EIN 53rd
- EIN 401(k)
- EIN near Decker Electric Company, Inc. Employees' Savings & Profit Sharing Plan and Trust
- EIN ind #383
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 Management of Enterprises retirement plans → · Plans in Iowa →
Talen, Inc. Employee Stock Ownership and 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $22K |
| Employer EIN | 421050351 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Talen, Inc.)
Sponsor-wide plan assets over time
All Talen, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 2.2386393065680803% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $8M |
| 2023 | 1 | 24 | $8M |
| 2024 | 1 | 23 | $7M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Talen, Inc. Employee Stock Ownership and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Decker Electric Company, Inc. Employees' Savings & Profit Sharing Plan and Trust in CA ($8M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Decker Electric Company, Inc. Employees' Savings & Profit Sharing Plan and Trust (CA) $8M · 19
- 403(b) Thrift Plan for Employees of Urban Pathways, Inc. (NY) $8M · 337
- Autism Society of North Carolina 401(k) Profit Sharing Plan (NC) $8M · 812
- Revolution Lighting Technologies, Inc. 401(k) Profit Sharing Plan & Trust (CT) $8M · 129
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Hopereid, Inc. Retirement Plan (PA) 24 · 0 off
- National Institute for Trial Advocacy 401(k) Plan (CO) 24 · 0 off
- Urology Specialists, P.C. 401(k) Profit Sharing Plan (AL) 24 · 0 off
- Danco En, LLC 401(k) Plan (CA) 24 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.