401(k) · DOL Form 5500 · 2023
Taulia LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 225
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $80,721
- Avg per participant Below avg balance/head
Official DOL plan name: Taulia 401(k) Plan & Trust · Sponsored by Taulia LLC · California · Information & Media
$18M in assets, 225 participants
Taulia LLC's Taulia 401(k) Plan & Trust reported $18M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #1,708 in Information & Media (2,818 peers)
Coverage in California
Taulia 401(k) Plan & Trust covers 225 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $18M.
- #1,708
- in Information & Media (2,818 peers)
- +50.6%
- assets growth YoY
Taulia 401(k) Plan & Trust's outsized position by total assets
Taulia 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,162,261 Top 29% higher than 71% 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
Taulia 401(k) Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Taulia 401(k) Plan & Trust sits mid-pack in the medium band (225 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Taulia 401(k) Plan & Trust reported net income rose from $860K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Taulia 401(k) Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Taulia 401(k) Plan & Trust reported participants rose from 185 in the plan year 2022 filing to 225 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 270346424 · Taulia LLC PY 2023 · 401(k)
Taulia 401(k) Plan & Trust · $18M · 225 · 71st
- 5500 $18M
- 5500 225
- 5500 71st
- 5500 401(k)
- 5500 near Woodbolt Distribution 401(k) Plan
- 5500 ind #1708
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 Information & Media retirement plans → · Plans in California →
Taulia 401(k) Plan & Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $6M |
| Employer EIN | 270346424 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Taulia LLC)
Sponsor-wide plan assets over time
All Taulia LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 111.0107125396413% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 185 | $12M |
| 2023 | 1 | 225 | $18M |
| 2024 | 1 | 251 | $25M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Taulia 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Woodbolt Distribution 401(k) Plan in TX ($18M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Woodbolt Distribution 401(k) Plan (TX) $18M · 350
- Radius Global Marketing Research LLC 401(k) (NY) $18M · 146
- I.U.P.a.T Local 447 Deferred Savings Plan (IA) $18M · 154
- Voyager Therapeutics Inc. 401(k) Plan (MA) $18M · 122
Similar participant headcount
Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.
- Nwsl Retirement Plan (IL) 225 · 0 off
- Food Management Services, Inc 401(k) Plan (PA) 225 · 0 off
- Geissler's Supermarket, Inc. 401(k) Plan (CT) 225 · 0 off
- Admiral Glass & Mirror 401(k) Plan (TX) 225 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.