ESOP · DOL Form 5500 · 2023

Talley Management Group, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
57
Participants Small participant base
30th
Percentile by assets National rank
$33,594
Avg per participant Low balance/head
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Official DOL plan name: Talley Management Group Employee Stock Ownership Plan · Sponsored by Talley Management Group, Inc. · New Jersey · Professional & Technical Services

$2M in assets, 57 participants

Talley Management Group, Inc.'s Talley Management Group Employee Stock Ownership Plan reported $2M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,231 in Professional & Technical Services (20,321 peers)

Talley Management Group, Inc. multi-year trail

Talley Management Group, Inc.'s plans moved +16.4% in assets from 2022 to 2024; this filing shows Talley Management Group Employee Stock Ownership Plan at $2M / 57 participants.

#5,231
in Professional & Technical Services (20,321 peers)
+12.3%
assets growth YoY

Talley Management Group Employee Stock Ownership Plan among the smaller filed plans by assets

Talley Management Group Employee Stock Ownership Plan vs every filed plan by assets

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

$1,914,873 30th percentile higher than 30% 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 Management Group Employee Stock Ownership 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. Talley Management Group Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Talley Management Group Employee Stock Ownership Plan reported participants rose from 50 in the plan year 2022 filing to 57 in the plan year 2023 filing.
  • Talley Management Group Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521527206 · Talley Management Group, Inc. PY 2023 · ESOP

Talley Management Group Employee Stock Ownership Plan · $2M · 57 · 30th

  • BOY $2M
  • SCH 57
  • EBSA 30th
  • PART ESOP
  • TYPE near Data Papers, Inc. Employee Stock Ownership Plan
  • NET ind #5231

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 What is an ESOP? → · Plans in New Jersey →

Talley Management Group Employee Stock Ownership Plan in the asset neighbourhood

Talley Management Group Employee Stock Ownership PlanTalley Management Group Empl…$2MData Papers, Inc. Employee Stock Ownership PlanData Papers, Inc. Employee S…$2MS.J. Morse Company Employee Stock Ownership PlanS.J. Morse Company Employee …$2MIndustrial Ceramic Products Employee Stock Ownership PlanIndustrial Ceramic Products …$2MCarlson West Povondra Architects, Inc. Employee Stock Ownership PlanCarlson West Povondra Archit…$2M
End-of-year total assets ($M) among Talley Management Group Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Talley Management Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Talley Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 16.43385894492049% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.7M $1.98M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 50 $2M
2023 1 57 $2M
2024 1 66 $2M

Talley Management Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$266K
Employer EIN521527206
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

Peer ESOP plans, same state, same plan type, ranked by total assets.

Talley Management Group Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Talley Management Group Employee Stock Ownership Plan, Total assets ($M): 1.914873 · Participants: 57Talley Management Group Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
Talley Management Group Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare Talley Management Group Employee Stock Ownership Plan side-by-side with 3 peers →

Talley Management Group Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Data Papers, Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Management Group Employee Stock Ownership Plan assets move in 2023? ▼
Talley Management Group Employee Stock Ownership Plan grew at a solid clip - up 12.3% during 2023, from $2M to $2M. Reported net income was $266K.
How have Talley Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talley Management Group, Inc.'s sponsor-wide assets grew 16.4%, from $2M to $2M.
Which ESOP plans are similar in size to Talley Management Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Data Papers, Inc. Employee Stock Ownership Plan in PA ($2M, 64 participants).
Which ESOP plans cover a similar participant headcount to Talley Management Group Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (57 participants, $10M 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 521527206.

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.