401(k) · DOL Form 5500 · 2024

Tallman Equipment Co., Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
100
Participants Small participant base
59th
Percentile by assets National rank
$118,355
Avg per participant Near avg balance/head
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Official DOL plan name: Tallman Equipment Co., Inc. Retirement Plan & Trust · Sponsored by Tallman Equipment Co., Inc. · Indiana · Wholesale Trade

$12M in assets, 100 participants

Tallman Equipment Co., Inc.'s Tallman Equipment Co., Inc. Retirement Plan & Trust reported $12M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,118 in Wholesale Trade (6,080 peers)

Coverage in Indiana

Tallman Equipment Co., Inc. Retirement Plan & Trust covers 100 participants in Indiana, about 18% of the average Indiana filer (state average ~541 per filing). Assets: $12M.

#3,118
in Wholesale Trade (6,080 peers)
+21.9%
assets growth YoY

Tallman Equipment Co., Inc. Retirement Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Tallman Equipment Co., Inc. Retirement Plan & Trust vs every filed plan by assets

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

$11,835,504 Top 41% higher than 59% 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

Tallman Equipment Co., Inc. Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tallman Equipment Co., Inc. Retirement Plan & Trust is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tallman Equipment Co., Inc. Retirement Plan & Trust reported participants rose from 82 in the plan year 2023 filing to 100 in the plan year 2024 filing.
  • Tallman Equipment Co., Inc. Retirement Plan & Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Tallman Equipment Co., Inc. Retirement Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 362362644 · Tallman Equipment Co., Inc. PY 2024 · 401(k)

Tallman Equipment Co., Inc. Retirement Plan & Trust · $12M · 100 · 59th

  • BOOK $12M
  • VS-ST 100
  • BOY 59th
  • SCH 401(k)
  • EBSA near Summit Handling Systems, Inc.401(k) Profit Sharing Plan
  • PART ind #3118

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 Wholesale Trade retirement plans → · Plans in Indiana →

Tallman Equipment Co., Inc. Retirement Plan & Trust in the asset neighbourhood

Tallman Equipment Co., Inc. Retirement Plan & TrustTallman Equipment Co., Inc. …$12MWelty Building Company Ltd. 401(k) Profit Sharing PlanWelty Building Company Ltd. …$12MSummit Handling Systems, Inc.401(k) Profit Sharing PlanSummit Handling Systems, Inc…$12MFruit Center, Inc. 401(k) Profit Sharing PlanFruit Center, Inc. 401(k) Pr…$12MGrossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing PlanGrossman Roth Yaffa Cohen, P…$12M
End-of-year total assets ($M) among Tallman Equipment Co., Inc. Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN362362644
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tallman Equipment Co., Inc.)

Sponsor-wide plan assets over time

All Tallman Equipment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 1.8985023583485818% vs 2022
2024 filing year
$40M$41M$42M$43M$44M 202220232024 $42.4M $43.3M ▲ +1.9%
Year Plans Participants Total Assets
2022 2 157 $42M
2023 2 163 $41M
2024 2 192 $43M

Nearby 401(k) Plans in Indiana

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

Tallman Equipment Co., Inc. Retirement Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Tallman Equipment Co., Inc. Retirement Plan & Trust, Total assets ($B): 0.011835504 · Participants: 100Tallman Equipment Co., Inc. Retirement Plan & TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Tallman Equipment Co., Inc. Retirement Plan & Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Tallman Equipment Co., Inc. Retirement Plan & Trust side-by-side with 3 peers →

Tallman Equipment Co., Inc. Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Summit Handling Systems, Inc.401(k) Profit Sharing Plan in CT ($12M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Tallman Equipment Co., Inc. Retirement Plan & Trust assets move in 2024? ▼
Tallman Equipment Co., Inc. Retirement Plan & Trust grew sharply - up 21.9% during 2024, from $10M to $12M. Reported net income was $2M.
How have Tallman Equipment Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tallman Equipment Co., Inc.'s sponsor-wide assets grew 1.9%, from $42M to $43M.
Which 401(k) plans are similar in size to Tallman Equipment Co., Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Summit Handling Systems, Inc.401(k) Profit Sharing Plan in CT ($12M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Tallman Equipment Co., Inc. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 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 362362644.

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.