401(k) · DOL Form 5500 · 2023

Talkot Capital, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
5
Participants Small participant base
48th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Talkot Capital, LLC 401(k) Profit Sharing Plan · Sponsored by Talkot Capital, LLC · Colorado · Finance & Insurance

$6M in assets, 5 participants

Talkot Capital, LLC's Talkot Capital, LLC 401(k) Profit Sharing Plan reported $6M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,079 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Talkot Capital, LLC 401(k) Profit Sharing Plan holds $6M for 5 participants - about $1.2M per participant, in the lower half of filed plans by assets.

#3,079
in Finance & Insurance (8,869 peers)
+1.9%
assets growth YoY

Talkot Capital, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Talkot Capital, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,180,373 48th percentile higher than 48% 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

Talkot Capital, LLC 401(k) Profit Sharing 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. Talkot Capital, LLC 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Talkot Capital, LLC 401(k) Profit Sharing Plan reported net income rose from -$140K in the plan year 2022 filing to $113K in the plan year 2023 filing.
  • Talkot Capital, LLC 401(k) Profit Sharing Plan reported participants rose from 3 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Talkot Capital, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680393122 · Talkot Capital, LLC PY 2023 · 401(k)

Talkot Capital, LLC 401(k) Profit Sharing Plan · $6M · 5 · 48th

  • TYPE $6M
  • TYPE 5
  • TYPE 48th
  • TYPE 401(k)
  • TYPE near Donald Hearon, D.D.S., P.S. 401(k) Profit Sharing Plan
  • TYPE ind #3079

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 Finance & Insurance retirement plans → · Plans in Colorado →

Talkot Capital, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Talkot Capital, LLC 401(k) Profit Sharing PlanTalkot Capital, LLC 401(k) P…$6MDonald Hearon, D.D.S., P.S. 401(k) Profit Sharing PlanDonald Hearon, D.D.S., P.S. …$6MTraffic Engineers, Inc. Profit Sharing PlanTraffic Engineers, Inc. Prof…$6MTeleverde 401(k) Plan$6MThi Retirement Savings Plan$6M
End-of-year total assets ($M) among Talkot Capital, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$113K
Employer EIN680393122
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Talkot Capital, LLC)

Sponsor-wide plan assets over time

All Talkot Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 3.5604796662331526% vs 2022
2024 filing year
$5.8M$5.9M$6M$6.1M$6.2M$6.3M 202220232024 $6.07M $5.85M ▼ -3.6%
Year Plans Participants Total Assets
2022 1 3 $6M
2023 1 5 $6M
2024 1 5 $6M

Nearby 401(k) Plans in Colorado

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

Talkot Capital, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Talkot Capital, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.006180373 · Participants: 5Talkot Capital, LLC 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Talkot Capital, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Talkot Capital, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Talkot Capital, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Donald Hearon, D.D.S., P.S. 401(k) Profit Sharing Plan in WA ($6M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Talkot Capital, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Talkot Capital, LLC 401(k) Profit Sharing Plan edged up modestly - up 1.9% during 2023, from $6M to $6M. Reported net income was $113K.
How have Talkot Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talkot Capital, LLC's sponsor-wide assets declined 3.6%, from $6M to $6M.
Which 401(k) plans are similar in size to Talkot Capital, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Donald Hearon, D.D.S., P.S. 401(k) Profit Sharing Plan in WA ($6M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Talkot Capital, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 680393122.

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.