401(k) · DOL Form 5500 · 2023

Tal Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
465
Participants Below avg headcount
58th
Percentile by assets National rank
$20,567
Avg per participant Low balance/head
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Official DOL plan name: Tal Holdings, LLC 401(k) Retirement Plan · Sponsored by Tal Holdings, LLC · Washington · Retail Trade

$10M in assets, 465 participants

Tal Holdings, LLC's Tal Holdings, LLC 401(k) Retirement Plan reported $10M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,752 in Retail Trade (8,414 peers)

Coverage in Washington

Tal Holdings, LLC 401(k) Retirement Plan covers 465 participants in Washington, about 31% of the average Washington filer (state average ~1,476 per filing). Assets: $10M.

#5,752
in Retail Trade (8,414 peers)
+45.5%
assets growth YoY

Tal Holdings, LLC 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Tal Holdings, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$9,563,581 Top 42% higher than 58% 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

Tal Holdings, LLC 401(k) Retirement 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. Tal Holdings, LLC 401(k) Retirement Plan sits mid-pack in the medium band (465 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tal Holdings, LLC 401(k) Retirement Plan reported net income rose from $943K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Tal Holdings, LLC 401(k) Retirement Plan reported participants rose from 304 in the plan year 2022 filing to 465 in the plan year 2023 filing.
  • Tal Holdings, LLC 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 452504780 · Tal Holdings, LLC PY 2023 · 401(k)

Tal Holdings, LLC 401(k) Retirement Plan · $10M · 465 · 58th

  • SCH $10M
  • SCH 465
  • SCH 58th
  • SCH 401(k)
  • SCH near Ophthalmology Specialists of Texas, PLLC 401(k) Plan
  • SCH ind #5752

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 Retail Trade retirement plans → · Plans in Washington →

Tal Holdings, LLC 401(k) Retirement Plan in the asset neighbourhood

Tal Holdings, LLC 401(k) Retirement PlanTal Holdings, LLC 401(k) Ret…$10MOphthalmology Specialists of Texas, PLLC 401(k) PlanOphthalmology Specialists of…$10MCafe Valley, Inc. 401(k) Profit Sharing Plan and TrustCafe Valley, Inc. 401(k) Pro…$10MMaries County Bancorp, Inc. 401(k) Profit Sharing PlanMaries County Bancorp, Inc. …$10MNai Hiffman 401(k) Plan$10M
End-of-year total assets ($M) among Tal Holdings, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN452504780
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tal Holdings, LLC)

Sponsor-wide plan assets over time

All Tal Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 65.12645760437896% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.57M $10.9M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 304 $7M
2023 1 465 $10M
2024 1 565 $11M

Nearby 401(k) Plans in Washington

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

Tal Holdings, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Tal Holdings, LLC 401(k) Retirement Plan, Total assets ($B): 0.009563581 · Participants: 465Tal Holdings, LLC 401(k) Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Tal Holdings, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Tal Holdings, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Tal Holdings, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Ophthalmology Specialists of Texas, PLLC 401(k) Plan in TX ($10M); by covered participants it is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (465 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 Tal Holdings, LLC 401(k) Retirement Plan assets move in 2023? ▼
Tal Holdings, LLC 401(k) Retirement Plan surged - up 45.5% during 2023, from $7M to $10M. Reported net income was $3M.
How have Tal Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tal Holdings, LLC's sponsor-wide assets grew 65.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Tal Holdings, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ophthalmology Specialists of Texas, PLLC 401(k) Plan in TX ($10M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Tal Holdings, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Iteris, Inc 401(k) and Stock Ownership Plan in CA (465 participants, $84M 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 452504780.

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.