Profit Sharing · DOL Form 5500 · 2023

Talestry Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
3
Participants Small participant base
46th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Talestry Inc. Retirement Plan · Sponsored by Talestry Inc. · Tennessee · Administrative & Support Services

$6M in assets, 3 participants

Talestry Inc.'s Talestry Inc. Retirement Plan reported $6M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,986 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Talestry Inc. Retirement Plan ranks #2,986 of 4,372 2023 filers by assets (515% of the sector average)-$6M for 3 participants.

#2,986
in Administrative & Support Services (4,372 peers)
+65.3%
assets growth YoY

Talestry Inc. Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Talestry Inc. Retirement Plan vs every filed plan by assets

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

$5,602,191 46th percentile higher than 46% 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

Talestry Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Talestry Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Talestry Inc. Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Talestry Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Talestry Inc. Retirement Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 472677601 · Talestry Inc. PY 2023 · Profit Sharing

Talestry Inc. Retirement Plan · $6M · 3 · 46th

  • TYPE $6M
  • NET 3
  • BOOK 46th
  • VS-ST Profit Sharing
  • BOY near Coin Exchange Inc Profit Sharing Plan
  • SCH ind #2986

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 Administrative & Support Services retirement plans → · Plans in Tennessee →

Talestry Inc. Retirement Plan in the asset neighbourhood

G.R. Robert Construction Co., Inc. Pension PlanG.R. Robert Construction Co.…$6MDesert Shotcrete, Inc Profit Sharing Plan & TrustDesert Shotcrete, Inc Profit…$6MTalestry Inc. Retirement Plan$6MCoin Exchange Inc Profit Sharing PlanCoin Exchange Inc Profit Sha…$6MWonder Ice Cream, Inc. Profit Sharing PlanWonder Ice Cream, Inc. Profi…$6M
End-of-year total assets ($M) among Talestry Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN472677601
Plan Effective Date2015-03-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Talestry Inc.)

Sponsor-wide plan assets over time

All Talestry Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 106.00935902649127% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $3.39M $6.98M ▲ +105.9%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 3 $6M
2024 1 7 $7M

Nearby Profit Sharing Plans in Tennessee

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

Talestry Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants Talestry Inc. Retirement Plan, Total assets ($M): 5.602191 · Participants: 3Talestry Inc. Retirement PlanBallad Health 401(a) Plan, Total assets ($M): 478.135258 · Participants: 5420Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 87.734816 · Participants: 494Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 77.298273 · Participants: 1475New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 66.606114 · Participants: 237Ulps Employee Savings PlanGerber/Taylor Capital Advisors Profit Sharing Plan, Total assets ($M): 45.840819 · Participants: 40Gerber/Taylor Capital Advisors Profit Sharing Plan
Talestry Inc. Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare Talestry Inc. Retirement Plan side-by-side with 3 peers →

Talestry Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Coin Exchange Inc Profit Sharing Plan in PA ($6M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Talestry Inc. Retirement Plan assets move in 2023? ▼
Talestry Inc. Retirement Plan surged - up 65.3% during 2023, from $3M to $6M. Reported net income was $2M.
How have Talestry Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talestry Inc.'s sponsor-wide assets grew 106.0%, from $3M to $7M.
Which Profit Sharing plans are similar in size to Talestry Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Coin Exchange Inc Profit Sharing Plan in PA ($6M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Talestry Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 472677601.

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.