401(k) · DOL Form 5500 · 2023

Talley Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
343
Participants Below avg headcount
82nd
Percentile by assets National rank
$108,626
Avg per participant Below avg balance/head
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Official DOL plan name: Talley Inc. Cash or Deferred Profit Sharing Plan · Sponsored by Talley Inc. · California · Manufacturing

$37M in assets, 343 participants

Talley Inc.'s Talley Inc. Cash or Deferred Profit Sharing Plan reported $37M in total assets and 343 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,985 in Manufacturing (18,722 peers)

Where Talley Inc. Cash or Deferred Profit Sharing Plan sits by assets

Talley Inc. Cash or Deferred Profit Sharing Plan sits in the top quartile of all filed plans by assets, $37M for 343 participants (~$108,626/participant), up 7.7% in 2023.

#13,985
in Manufacturing (18,722 peers)
+7.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Talley Inc. Cash or Deferred Profit Sharing Plan's outsized position by total assets

Talley Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets

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

$37,258,691 Top 18% higher than 82% 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

Talley Inc. Cash or Deferred 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. Talley Inc. Cash or Deferred Profit Sharing Plan sits mid-pack in the medium band (343 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Talley Inc. Cash or Deferred Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Talley Inc. Cash or Deferred Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953872464 · Talley Inc. PY 2023 · 401(k)

Talley Inc. Cash or Deferred Profit Sharing Plan · $37M · 343 · 82nd

  • 5500 $37M
  • ASSETS 343
  • PCT 82nd
  • EIN 401(k)
  • RANK near Orora Visual Retirement Savings Plan
  • PHOTO ind #13985

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 Manufacturing retirement plans → · Plans in California →

Talley Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood

Talley Inc. Cash or Deferred Profit Sharing PlanTalley Inc. Cash or Deferred…$37MOrora Visual Retirement Savings PlanOrora Visual Retirement Savi…$37MEssex Industries, Inc. 401(k) & Profit Sharing PlanEssex Industries, Inc. 401(k…$37MPen-Link, Ltd. 401(k) Plan$37MCareforth 401(k) Plan$37M
End-of-year total assets ($M) among Talley Inc. Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN953872464
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Talley Inc.)

Sponsor-wide plan assets over time

All Talley Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 24.40065110221229% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.6M $43M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 342 $35M
2023 1 343 $37M
2024 1 308 $43M

Nearby 401(k) Plans in California

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

Talley Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Talley Inc. Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.037258691 · Participants: 343Talley Inc. Cash or Deferred Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Talley Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Talley Inc. Cash or Deferred Profit Sharing Plan side-by-side with 3 peers →

Talley Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Orora Visual Retirement Savings Plan in TX ($37M); by covered participants it is Maos, Inc. 401(k) Salary Savings Plan in NY (343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (343 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 Talley Inc. Cash or Deferred Profit Sharing Plan assets move in 2023? ▼
Talley Inc. Cash or Deferred Profit Sharing Plan grew at a solid clip - up 7.7% during 2023, from $35M to $37M. Reported net income was $3M.
How have Talley Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talley Inc.'s sponsor-wide assets grew 24.4%, from $35M to $43M.
Where does Talley Inc. Cash or Deferred Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Talley Inc. Cash or Deferred Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Talley Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orora Visual Retirement Savings Plan in TX ($37M, 512 participants).
Which 401(k) plans cover a similar participant headcount to Talley Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maos, Inc. 401(k) Salary Savings Plan in NY (343 participants, N/A 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 953872464.

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.