401(k) · DOL Form 5500 · 2023

Talbot, Korvola & Warwick, LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
33
Participants Small participant base
45th
Percentile by assets National rank
$157,499
Avg per participant Above avg balance/head
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Official DOL plan name: Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan · Sponsored by Talbot, Korvola & Warwick, LLP · Oregon · Professional & Technical Services

$5M in assets, 33 participants

Talbot, Korvola & Warwick, LLP's Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan reported $5M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,739 in Professional & Technical Services (20,321 peers)

Talbot, Korvola & Warwick, LLP multi-year trail

Talbot, Korvola & Warwick, LLP's plans moved +83.6% in assets from 2022 to 2024; this filing shows Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan at $5M / 33 participants.

#8,739
in Professional & Technical Services (20,321 peers)
+28.8%
assets growth YoY

Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan vs every filed plan by assets

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

$5,197,473 45th percentile higher than 45% 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

Talbot, Korvola & Warwick, LLP 401(k) Employee 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. Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan reported net income rose from -$684K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan reported participants rose from 28 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930954337 · Talbot, Korvola & Warwick, LLP PY 2023 · 401(k)

Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan · $5M · 33 · 45th

  • IND $5M
  • IND 33
  • IND 45th
  • IND 401(k)
  • IND near Modern Aviation 401(k) Plan
  • IND ind #8739

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 Oregon →

Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan in the asset neighbourhood

Talbot, Korvola & Warwick, LLP 401(k) Employee Savings PlanTalbot, Korvola & Warwick, L…$5MModern Aviation 401(k) Plan$5MAllesco Industries, Inc. 401(k) Profit Sharing Plan and TrustAllesco Industries, Inc. 401…$5MManhattan Mechanical Services 401(k) PlanManhattan Mechanical Service…$5MEllison Environmental 401(k) Profit Sharing PlanEllison Environmental 401(k)…$5M
End-of-year total assets ($M) among Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Talbot, Korvola & Warwick, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Talbot, Korvola & Warwick, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 83.62233024213799% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $4.04M $7.41M ▲ +83.4%
Year Plans Participants Total Assets
2022 1 28 $4M
2023 1 33 $5M
2024 1 34 $7M

Talbot, Korvola & Warwick, LLP filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN930954337
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan, Total assets ($B): 0.005197473 · Participants: 33Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan side-by-side with 3 peers →

Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Modern Aviation 401(k) Plan in TX ($5M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan assets move in 2023? ▼
Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan grew sharply - up 28.8% during 2023, from $4M to $5M. Reported net income was $1M.
How have Talbot, Korvola & Warwick, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talbot, Korvola & Warwick, LLP's sponsor-wide assets grew 83.6%, from $4M to $7M.
Which 401(k) plans are similar in size to Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modern Aviation 401(k) Plan in TX ($5M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Talbot, Korvola & Warwick, LLP 401(k) Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 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 930954337.

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.