Defined Benefit (Pension) · DOL Form 5500 · 2023

Talese Enterprises, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
36th
Percentile by assets National rank
$771,291
Avg per participant High balance/head
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Official DOL plan name: Talese Enterprises, Inc. Pension Trust and Plan · Sponsored by Talese Enterprises, Inc. · New York · Other Services

$3M in assets, 4 participants

Talese Enterprises, Inc.'s Talese Enterprises, Inc. Pension Trust and Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,705 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Talese Enterprises, Inc. Pension Trust and Plan ranks #4,705 of 7,857 2023 filers by assets (651% of the sector average)-$3M for 4 participants.

#4,705
in Other Services (7,857 peers)
-1.1%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Talese Enterprises, Inc. Pension Trust and Plan's mid-pack asset rank among Other Services and all filers

Talese Enterprises, Inc. Pension Trust and Plan vs every filed plan by assets

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

$3,085,162 36th percentile higher than 36% 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

Talese Enterprises, Inc. Pension Trust and Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Talese Enterprises, Inc. Pension Trust and Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Talese Enterprises, Inc. Pension Trust and Plan reported net income rose from -$86K in the plan year 2022 filing to -$34K in the plan year 2023 filing.
  • Talese Enterprises, Inc. Pension Trust and Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133142169 · Talese Enterprises, Inc. PY 2023 · Defined Benefit (Pension)

Talese Enterprises, Inc. Pension Trust and Plan · $3M · 4 · 36th

  • IND $3M
  • IND 4
  • IND 36th
  • IND Defined Benefit (Pension)
  • IND near Symphony Management Cash Balance Plan
  • IND ind #4705

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 Other Services retirement plans → · Plans in New York →

Talese Enterprises, Inc. Pension Trust and Plan in the asset neighbourhood

Talese Enterprises, Inc. Pension Trust and PlanTalese Enterprises, Inc. Pen…$3MThe Ozurovich Group Apc Defined Benefit Pension PlanThe Ozurovich Group Apc Defi…$3MRogers Brothers Pension Plan for Bargaining EmployeesRogers Brothers Pension Plan…$3MSymphony Management Cash Balance PlanSymphony Management Cash Bal…$3MTeamsters Local 418 Pension PlanTeamsters Local 418 Pension …$3M
End-of-year total assets ($M) among Talese Enterprises, Inc. Pension Trust and Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$34K
Employer EIN133142169
Plan Effective Date1982-11-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Talese Enterprises, Inc.)

Sponsor-wide plan assets over time

All Talese Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.0888313513666017% vs 2022
2023 filing year
$3.08M$3.09M$3.1M$3.11M$3.12M$3.13M 20222023 $3.12M $3.09M ▼ -1.0%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Talese Enterprises, Inc. Pension Trust and Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Talese Enterprises, Inc. Pension Trust and Plan, Total assets ($B): 0.003085162 · Participants: 4Talese Enterprises, Inc. Pension Trust and PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Talese Enterprises, Inc. Pension Trust and Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Talese Enterprises, Inc. Pension Trust and Plan side-by-side with 3 peers →

Talese Enterprises, Inc. Pension Trust and Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Symphony Management Cash Balance Plan in FL ($3M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Talese Enterprises, Inc. Pension Trust and Plan assets move in 2023? ▼
Talese Enterprises, Inc. Pension Trust and Plan edged down modestly - down 1.1% during 2023, from $3M to $3M. Reported net income was -$34K.
How have Talese Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Talese Enterprises, Inc.'s sponsor-wide assets declined 1.1%, from $3M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Talese Enterprises, Inc. Pension Trust and Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Symphony Management Cash Balance Plan in FL ($3M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Talese Enterprises, Inc. Pension Trust and Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 133142169.

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.