401(k) · DOL Form 5500 · 2023
Talivity, Inc 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 559
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $30,148
- Avg per participant Low balance/head
Official DOL plan name: Talivity 401(k) Savings Plan · Sponsored by Talivity, Inc · Connecticut · Administrative & Support Services
$17M in assets, 559 participants
Talivity, Inc's Talivity 401(k) Savings Plan reported $17M in total assets and 559 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #3,676 in Administrative & Support Services (4,372 peers)
Talivity, Inc multi-year trail
Talivity, Inc's plans moved +22.0% in assets from 2023 to 2024; this filing shows Talivity 401(k) Savings Plan at $17M / 559 participants.
- #3,676
- in Administrative & Support Services (4,372 peers)
- +36.2%
- assets growth YoY
Talivity 401(k) Savings Plan's outsized position by total assets
Talivity 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,852,901 Top 31% higher than 69% 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
Talivity 401(k) Savings 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. Talivity 401(k) Savings Plan sits mid-pack in the medium band (559 participants).
EBSA filing schedule strip
Filing strip 474689688 · Talivity, Inc PY 2023 · 401(k)
Talivity 401(k) Savings Plan · $17M · 559 · 69th
- TYPE $17M
- NET 559
- BOOK 69th
- VS-ST 401(k)
- BOY near Bell & Mccoy 401(k) Plan
- SCH ind #3676
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 Administrative & Support Services retirement plans → · Plans in Connecticut →
Talivity 401(k) Savings Plan in the asset neighbourhood
Talivity, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Talivity, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 22.026154428842844% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 559 | $17M |
| 2024 | 1 | 537 | $21M |
Talivity, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $4M |
| Employer EIN | 474689688 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Talivity 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Bell & Mccoy 401(k) Plan in TX ($17M); by covered participants it is Remco, Inc. Employees 401(k) Plan in PA (559 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Bell & Mccoy 401(k) Plan (TX) $17M · 333
- Mid-South Wire Company Profit Sharing Plan (TN) $17M · 202
- Sunnyside 401(k) and Retirement Plan (VA) $17M · 585
- Nmp Engineering Consultants, Inc. 401(k) Retirement Plan (MD) $17M · 109
Similar participant headcount
Nearest other-state filings by covered participants (559 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.