Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

The Talbots, Inc. Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Talbots, LLC ยท Massachusetts ยท Retail Trade

What the 2023 filing shows

The Talbots, Inc. Pension Plan holds $56M for 314 participants - about $179,691 per participant, up 4.5% over the 2023 plan year.

$56M
total plan assets (2023 EOY)
314
covered participants
$179,691
avg assets per participant
+4.5%
assets growth YoY
Total Assets (2023)
$56M
Participants
314
Industry
Retail Trade

What the Filing Says About The Talbots, Inc. Pension Plan

The Talbots, Inc. Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by The Talbots, LLC, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $56M in total end-of-year assets and covers 314 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 411111318, and the plan has been effective since 1988-06-27. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $54M at the beginning of 2023 to $56M at year-end โ€” a gain of 4.5%. Net assets (after liabilities) closed the year at $56M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$54M
Total Assets (End of Year)$56M
Net Assets (End of Year)$56M
Net Income$3M
Plan TypeDefined Benefit (Pension)
Employer EIN411111318
Plan Effective Date1988-06-27
Filing StatusFILING RECEIVED

Sponsor Plan History (The Talbots, LLC)

Year Plans Participants Total Assets
2022 2 5,397 $241M
2023 2 4,700 $276M
2024 2 5,138 $290M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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Frequently Asked Questions

How much money is in the The Talbots, Inc. Pension Plan?
As of the 2023 Form 5500 filing, The Talbots, Inc. Pension Plan holds $56M in total assets with 314 participants. It is sponsored by The Talbots, LLC.
What type of plan is The Talbots, Inc. Pension Plan?
The Talbots, Inc. Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1988-06-27. The plan is filed with the U.S. Department of Labor under EIN 411111318.
Who sponsors the The Talbots, Inc. Pension Plan?
The Talbots, Inc. Pension Plan is sponsored by The Talbots, LLC, located in Massachusetts. The sponsor's EIN is 411111318 and the plan operates in the Retail Trade industry.
How did The Talbots, Inc. Pension Plan perform in 2023?
The Talbots, Inc. Pension Plan grew by 4.5% during 2023, moving from $54M to $56M in total assets. Net income was $3M.
Where can I find official filings for The Talbots, Inc. Pension Plan?
Official Form 5500 filings for The Talbots, Inc. Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 411111318 or plan name at efast.dol.gov.
How does The Talbots, Inc. Pension Plan compare to other plans?
You can compare The Talbots, Inc. Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 411111318.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.