401(k) · DOL Form 5500 · 2023

Tallman Equipment Co., Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
82
Participants Small participant base
58th
Percentile by assets National rank
$118,414
Avg per participant Near avg balance/head
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Official DOL plan name: Tallman Equipment Co., Inc. Retirement Plan & Trust · Sponsored by Tallman Equipment Co., Inc. · Illinois · Wholesale Trade

$10M in assets, 82 participants

Tallman Equipment Co., Inc.'s Tallman Equipment Co., Inc. Retirement Plan & Trust reported $10M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,138 in Wholesale Trade (6,309 peers)

2023 asset change

Tallman Equipment Co., Inc. Retirement Plan & Trust grew sharply 21.9% in 2023 ($8M → $10M) for 82 participants.

#3,138
in Wholesale Trade (6,309 peers)
+21.9%
assets growth YoY

Tallman Equipment Co., Inc. Retirement Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Tallman Equipment Co., Inc. Retirement Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,709,978 Top 42% higher than 58% of 127,068 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 2023

Tallman Equipment Co., Inc. Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tallman Equipment Co., Inc. Retirement Plan & Trust is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tallman Equipment Co., Inc. Retirement Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tallman Equipment Co., Inc. Retirement Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Tallman Equipment Co., Inc. Retirement Plan & Trust reported participants rose from 78 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362362644 · Tallman Equipment Co., Inc. PY 2023 · 401(k)

Tallman Equipment Co., Inc. Retirement Plan & Trust · $10M · 82 · 58th

  • PCT $10M
  • EIN 82
  • RANK 58th
  • PHOTO 401(k)
  • IND near Mountainheart Community Services, Inc. Profit Sharing Plan
  • EOY ind #3138

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 Wholesale Trade retirement plans → · Plans in Illinois →

Tallman Equipment Co., Inc. Retirement Plan & Trust in the asset neighbourhood

Tallman Equipment Co., Inc. Retirement Plan & TrustTallman Equipment Co., Inc. …$10MMountainheart Community Services, Inc. Profit Sharing PlanMountainheart Community Serv…$10MThink Company, Inc. 401(k) PlanThink Company, Inc. 401(k) P…$10MTsunami Tsolutions, LLC 401(k) PlanTsunami Tsolutions, LLC 401(…$10MJohn Jackson Masonry 401(k) Profit Sharing PlanJohn Jackson Masonry 401(k) …$10M
End-of-year total assets ($M) among Tallman Equipment Co., Inc. Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tallman Equipment Co., Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Tallman Equipment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 1.8985023583485818% vs 2022
2024 filing year
$40M$41M$42M$43M$44M 202220232024 $42.4M $43.3M ▲ +1.9%
Year Plans Participants Total Assets
2022 2 157 $42M
2023 2 163 $41M
2024 2 192 $43M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN362362644
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Tallman Equipment Co., Inc. Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Tallman Equipment Co., Inc. Retirement Plan & Trust, Total assets ($B): 0.009709978 · Participants: 82Tallman Equipment Co., Inc. Retirement Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Tallman Equipment Co., Inc. Retirement Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Tallman Equipment Co., Inc. Retirement Plan & Trust side-by-side with 3 peers →

Tallman Equipment Co., Inc. Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mountainheart Community Services, Inc. Profit Sharing Plan in WV ($10M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tallman Equipment Co., Inc. Retirement Plan & Trust assets move in 2023? ▼
Tallman Equipment Co., Inc. Retirement Plan & Trust grew sharply - up 21.9% during 2023, from $8M to $10M. Reported net income was $2M.
How have Tallman Equipment Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tallman Equipment Co., Inc.'s sponsor-wide assets grew 1.9%, from $42M to $43M.
Which 401(k) plans are similar in size to Tallman Equipment Co., Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mountainheart Community Services, Inc. Profit Sharing Plan in WV ($10M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Tallman Equipment Co., Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362362644.

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.