401(k) · DOL Form 5500 · 2024

Talley LLP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
62
Participants Small participant base
52nd
Percentile by assets National rank
$134,144
Avg per participant Near avg balance/head
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Official DOL plan name: Talley, LLP Retirement Savings Plan · Sponsored by Talley LLP · California · Professional & Technical Services

$8M in assets, 62 participants

Talley LLP's Talley, LLP Retirement Savings Plan reported $8M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,079 in Professional & Technical Services (20,173 peers)

Talley LLP multi-year trail

Talley LLP's plans moved +38.7% in assets from 2022 to 2024; this filing shows Talley, LLP Retirement Savings Plan at $8M / 62 participants.

#10,079
in Professional & Technical Services (20,173 peers)
+18.4%
assets growth YoY

Talley, LLP Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Talley, LLP Retirement Savings Plan vs every filed plan by assets

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

$8,316,952 Top 48% higher than 52% 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

Talley, LLP Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Talley, LLP Retirement Savings Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Talley, LLP Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Talley, LLP Retirement Savings Plan reported participants rose from 51 in the plan year 2023 filing to 62 in the plan year 2024 filing.
  • Talley, LLP Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 813071614 · Talley LLP PY 2024 · 401(k)

Talley, LLP Retirement Savings Plan · $8M · 62 · 52nd

  • VS-ST $8M
  • BOY 62
  • SCH 52nd
  • EBSA 401(k)
  • PART near Three Wire Systems, LLC 401(k) Plan
  • TYPE ind #10079

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 Professional & Technical Services retirement plans → · Plans in California →

Talley, LLP Retirement Savings Plan in the asset neighbourhood

Talley, LLP Retirement Savings PlanTalley, LLP Retirement Savin…$8MThree Wire Systems, LLC 401(k) PlanThree Wire Systems, LLC 401(…$8MBetter Living, Inc. Employees' 401(k) Profit Sharing PlanBetter Living, Inc. Employee…$8MClearbrook Holdings Corp 401(k) PlanClearbrook Holdings Corp 401…$8MFirst National Financial Services 401(k) PlanFirst National Financial Ser…$8M
End-of-year total assets ($M) among Talley, LLP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Talley LLP multi-year asset trail

Sponsor-wide plan assets over time

All Talley LLP plans reported in each filing year

Latest sponsor-wide plan assets
$8M 38.672421902732665% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6M $8.32M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 53 $6M
2023 1 51 $7M
2024 1 62 $8M

Talley LLP filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN813071614
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Talley, LLP Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Talley, LLP Retirement Savings Plan, Total assets ($B): 0.008316952 · Participants: 62Talley, LLP Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Talley, LLP Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Talley, LLP Retirement Savings Plan side-by-side with 3 peers →

Talley, LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Three Wire Systems, LLC 401(k) Plan in VA ($8M); by covered participants it is Sloss Eckhouse Law Co LLP Profit Sharing Plan in NY (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Talley, LLP Retirement Savings Plan assets move in 2024? ▼
Talley, LLP Retirement Savings Plan grew sharply - up 18.4% during 2024, from $7M to $8M. Reported net income was $1M.
How have Talley LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talley LLP's sponsor-wide assets grew 38.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Talley, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Three Wire Systems, LLC 401(k) Plan in VA ($8M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Talley, LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sloss Eckhouse Law Co LLP Profit Sharing Plan in NY (62 participants, $9M 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 813071614.

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.