401(k) · DOL Form 5500 · 2023

Talley LLP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
51
Participants Small participant base
51st
Percentile by assets National rank
$137,752
Avg per participant Near avg balance/head
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Official DOL plan name: Talley, LLP Retirement Savings Plan · Sponsored by Talley LLP · California · Professional & Technical Services

$7M in assets, 51 participants

Talley LLP's Talley, LLP Retirement Savings Plan reported $7M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,060 in Professional & Technical Services (20,321 peers)

Talley LLP multi-year trail

Talley LLP's plans moved +38.7% in assets from 2022 to 2024; this filing shows Talley, LLP Retirement Savings Plan at $7M / 51 participants.

#10,060
in Professional & Technical Services (20,321 peers)
+17.1%
assets growth YoY

Talley, LLP Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Talley, LLP Retirement Savings Plan vs every filed plan by assets

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

$7,025,349 Top 49% higher than 51% 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

Talley, LLP Retirement Savings 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. Talley, LLP Retirement Savings Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Talley, LLP Retirement Savings Plan reported net income rose from -$986K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Talley, LLP Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Talley, LLP Retirement Savings Plan reported participants fell from 53 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813071614 · Talley LLP PY 2023 · 401(k)

Talley, LLP Retirement Savings Plan · $7M · 51 · 51st

  • BOY $7M
  • BOY 51
  • BOY 51st
  • BOY 401(k)
  • BOY near The Providence School 401(k) Retirement Plan
  • BOY ind #10060

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 Professional & Technical Services retirement plans → · Plans in California →

Talley, LLP Retirement Savings Plan in the asset neighbourhood

Talley, LLP Retirement Savings PlanTalley, LLP Retirement Savin…$7MThe Providence School 401(k) Retirement PlanThe Providence School 401(k)…$7MApt Manufacturing Solutions 401(k) PlanApt Manufacturing Solutions …$7MSaatva Retirement Plan and TrustSaatva Retirement Plan and T…$7MFinger & Associates P.C. Plastic Surgery Center Profit Sharing and Salary Deferral PlanFinger & Associates P.C. Pla…$7M
End-of-year total assets ($M) among Talley, LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Talley LLP multi-year asset trail

Sponsor-wide plan assets over time

All Talley LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 38.672421902732665% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6M $8.32M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 53 $6M
2023 1 51 $7M
2024 1 62 $8M

Talley LLP filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN813071614
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Talley, LLP Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Talley, LLP Retirement Savings Plan, Total assets ($B): 0.007025349 · Participants: 51Talley, LLP Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Talley, LLP Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Talley, LLP Retirement Savings Plan side-by-side with 3 peers →

Talley, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Providence School 401(k) Retirement Plan in FL ($7M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Talley, LLP Retirement Savings Plan assets move in 2023? ▼
Talley, LLP Retirement Savings Plan grew sharply - up 17.1% during 2023, from $6M to $7M. Reported net income was $1M.
How have Talley LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talley LLP's sponsor-wide assets grew 38.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Talley, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Providence School 401(k) Retirement Plan in FL ($7M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Talley, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 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 813071614.

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.