401(k) · DOL Form 5500 · 2024

Jamie C. Talley, Dds, PC 401(k) Plan

Data updated 2026-08-25

$680K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$226,550
Avg per participant Above avg balance/head
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Official DOL plan name: Jamie C. Talley, Dds, PC 401(k) · Sponsored by Jamie C. Talley, Dds, PC · Oklahoma · Healthcare & Social Assistance

$680K in assets, 3 participants

Jamie C. Talley, Dds, PC's Jamie C. Talley, Dds, PC 401(k) reported $680K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,632 in Healthcare & Social Assistance (16,916 peers)

Jamie C. Talley, Dds, PC multi-year trail

Jamie C. Talley, Dds, PC's plans moved +71.0% in assets from 2022 to 2024; this filing shows Jamie C. Talley, Dds, PC 401(k) at $680K / 3 participants.

#2,632
in Healthcare & Social Assistance (16,916 peers)
+32.7%
assets growth YoY

Jamie C. Talley, Dds, PC 401(k) among the smaller filed plans by assets

Jamie C. Talley, Dds, PC 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$679,651 20th percentile higher than 20% of 123,620 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 2024

Jamie C. Talley, Dds, PC 401(k) among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jamie C. Talley, Dds, PC 401(k) is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jamie C. Talley, Dds, PC 401(k) reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Jamie C. Talley, Dds, PC 401(k) reported net income rose from $115K in the plan year 2023 filing to $167K in the plan year 2024 filing.
  • Jamie C. Talley, Dds, PC 401(k) end-of-year assets rose from $512K in the plan year 2023 filing to $680K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 721605448 · Jamie C. Talley, Dds, PC PY 2024 · 401(k)

Jamie C. Talley, Dds, PC 401(k) · $680K · 3 · 20th

  • TYPE $680K
  • NET 3
  • BOOK 20th
  • VS-ST 401(k)
  • BOY near Tidy White Company Retirement Plan
  • SCH ind #2632

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 Healthcare & Social Assistance retirement plans → · Plans in Oklahoma →

Jamie C. Talley, Dds, PC 401(k) in the asset neighbourhood

Jamie C. Talley, Dds, PC 401(k)Jamie C. Talley, Dds, PC 401…$680KTidy White Company Retirement PlanTidy White Company Retiremen…$680KEllcon Corp 401(k) Plan$680KHardewig Associates Incorporated 401(k) Profit Sharing PlanHardewig Associates Incorpor…$680KSalmon Insurance Group Retirement PlanSalmon Insurance Group Retir…$680K
End-of-year total assets ($M) among Jamie C. Talley, Dds, PC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jamie C. Talley, Dds, PC multi-year asset trail

Sponsor-wide plan assets over time

All Jamie C. Talley, Dds, PC plans reported in each filing year

Latest sponsor-wide plan assets
$680K 71.03688995925722% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.4M $0.68M ▲ +70.0%
Year Plans Participants Total Assets
2022 1 2 $397K
2023 1 2 $512K
2024 1 3 $680K

Jamie C. Talley, Dds, PC filing trail (2024)

Total Assets (Beginning of Year)$512K
Net Assets (End of Year)$680K
Net Income$167K
Employer EIN721605448
Plan Effective Date2014-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Jamie C. Talley, Dds, PC 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Jamie C. Talley, Dds, PC 401(k), Total assets ($B): 0.000679651 · Participants: 3Jamie C. Talley, Dds, PC 401(k)Quiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Jamie C. Talley, Dds, PC 401(k) vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Jamie C. Talley, Dds, PC 401(k) side-by-side with 3 peers →

Jamie C. Talley, Dds, PC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Tidy White Company Retirement Plan in OH ($680K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($680K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Jamie C. Talley, Dds, PC 401(k) assets move in 2024? ▼
Jamie C. Talley, Dds, PC 401(k) surged - up 32.7% during 2024, from $512K to $680K. Reported net income was $167K.
How have Jamie C. Talley, Dds, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jamie C. Talley, Dds, PC's sponsor-wide assets grew 71.0%, from $397K to $680K.
Where does Jamie C. Talley, Dds, PC 401(k) rank by assets among Form 5500 filers? ▼
Jamie C. Talley, Dds, PC 401(k) ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jamie C. Talley, Dds, PC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Tidy White Company Retirement Plan in OH ($680K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Jamie C. Talley, Dds, PC 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 721605448.

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.