401(k) · DOL Form 5500 · 2023

Tally Personnel, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
393
Participants Below avg headcount
51st
Percentile by assets National rank
$17,555
Avg per participant Low balance/head
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Official DOL plan name: Tally Personnel 401(k) Profit Sharing Plan · Sponsored by Tally Personnel, LLC · Texas · Mining & Oil Extraction

$7M in assets, 393 participants

Tally Personnel, LLC's Tally Personnel 401(k) Profit Sharing Plan reported $7M in total assets and 393 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.

  • #241 in Mining & Oil Extraction (811 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Tally Personnel 401(k) Profit Sharing Plan ranks #241 of 811 2023 filers by assets (1783% of the sector average)-$7M for 393 participants.

#241
in Mining & Oil Extraction (811 peers)
+28.0%
assets growth YoY

Tally Personnel 401(k) Profit Sharing Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Tally Personnel 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,899,047 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

Tally Personnel 401(k) Profit Sharing Plan 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. Tally Personnel 401(k) Profit Sharing Plan sits mid-pack in the medium band (393 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tally Personnel 401(k) Profit Sharing Plan reported net income rose from -$642K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Tally Personnel 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Tally Personnel 401(k) Profit Sharing Plan reported participants rose from 379 in the plan year 2022 filing to 393 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810865574 · Tally Personnel, LLC PY 2023 · 401(k)

Tally Personnel 401(k) Profit Sharing Plan · $7M · 393 · 51st

  • 5500 $7M
  • ASSETS 393
  • PCT 51st
  • EIN 401(k)
  • RANK near Eagle Distributing 401(k) Profit Sharing Plan
  • PHOTO ind #241

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Tally Personnel 401(k) Profit Sharing Plan in the asset neighbourhood

Tally Personnel 401(k) Profit Sharing PlanTally Personnel 401(k) Profi…$7MEagle Distributing 401(k) Profit Sharing PlanEagle Distributing 401(k) Pr…$7MFibrix Filtration 401(k) Plan$7MMcgee Retirement Readiness PlanMcgee Retirement Readiness P…$7MDayton Rogers Manufacturing Company 401(k) PlanDayton Rogers Manufacturing …$7M
End-of-year total assets ($M) among Tally Personnel 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN810865574
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tally Personnel, LLC)

Sponsor-wide plan assets over time

All Tally Personnel, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 73.28225316584826% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.39M $9.34M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 379 $5M
2023 1 393 $7M
2024 1 394 $9M

Nearby 401(k) Plans in Texas

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

Tally Personnel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Tally Personnel 401(k) Profit Sharing Plan, Total assets ($B): 0.006899047 · Participants: 393Tally Personnel 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Tally Personnel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Tally Personnel 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tally Personnel 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Eagle Distributing 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Anchor Industries, Inc. 401(k) Plan in IN (393 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (393 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 Tally Personnel 401(k) Profit Sharing Plan assets move in 2023? ▼
Tally Personnel 401(k) Profit Sharing Plan grew sharply - up 28.0% during 2023, from $5M to $7M. Reported net income was $2M.
How have Tally Personnel, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tally Personnel, LLC's sponsor-wide assets grew 73.3%, from $5M to $9M.
Which 401(k) plans are similar in size to Tally Personnel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eagle Distributing 401(k) Profit Sharing Plan in CA ($7M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Tally Personnel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anchor Industries, Inc. 401(k) Plan in IN (393 participants, $18M 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 810865574.

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.