401(k) · DOL Form 5500 · 2024

Tally Personnel, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 394
Participants Below avg headcount: 54th
Percentile by assets National rank: $23,712
Avg per participant Low balance/head

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Official DOL plan name: Tally Personnel 401(k) Profit Sharing Plan · Sponsored by Tally Personnel, LLC · Texas · Mining & Oil Extraction

$9M in assets, 394 participants

Tally Personnel, LLC's Tally Personnel 401(k) Profit Sharing Plan reported $9M in total assets and 394 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

#264 in Mining & Oil Extraction (785 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Tally Personnel 401(k) Profit Sharing Plan ranks #264 of 785 2024 filers by assets (1316% of the sector average)-$9M for 394 participants.

#264
in Mining & Oil Extraction (785 peers): +35.4%
assets growth YoY

Tally Personnel 401(k) Profit Sharing Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Tally Personnel 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,342,556 Top 46% higher than 54% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Tally Personnel 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tally Personnel 401(k) Profit Sharing Plan sits mid-pack in the medium band (394 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Tally Personnel 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Tally Personnel 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 810865574 · Tally Personnel, LLC PY 2024 · 401(k)

Tally Personnel 401(k) Profit Sharing Plan · $9M · 394 · 54th

RANK $9M
RANK 394
RANK 54th
RANK 401(k)
RANK near Ncfos 401(k) Plan
RANK ind #264

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Tally Personnel 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	810865574
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Tally Personnel, LLC)

Latest sponsor-wide plan assets: $9M 73.28225316584826% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	379	$5M
2023	1	393	$7M
2024	1	394	$9M

Nearby 401(k) Plans in Texas

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

Tally Personnel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Tally Personnel 401(k) Profit Sharing Plan side-by-side with 3 peers →

Tally Personnel 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Ncfos 401(k) Plan in CA ($9M); by covered participants it is Calm.Com, Inc. 401(k) Plan in CA (394 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Ncfos 401(k) Plan (CA) $9M · 14
Atl Tire Services Retirement Plan (IL) $9M · 37
Sgpa Architecture and Planning Employee Savings and Protection Plan (CA) $9M · 34
Fielo USA 401(k) Plan (MN) $9M · 11

Similar participant headcount

Nearest other-state filings by covered participants (394 participants); asset peers above are excluded.

Calm.Com, Inc. 401(k) Plan (CA) 394 · 0 off
Rincon Consultants, Inc. 401(k) and Profit Sharing Plan (CA) 394 · 0 off
Gabriella White, LLC 401(k) Plan (AL) 394 · 0 off
Centerspace 401(k) Plan (ND) 394 · 0 off

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 Tally Personnel 401(k) Profit Sharing Plan assets move in 2024? ▼

Tally Personnel 401(k) Profit Sharing Plan surged - up 35.4% during 2024, from $7M to $9M. Reported net income was $2M.

How have Tally Personnel, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tally Personnel, LLC's sponsor-wide assets grew 73.3%, from $5M to $9M.

Which 401(k) plans are similar in size to Tally Personnel 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ncfos 401(k) Plan in CA ($9M, 14 participants).

Which 401(k) plans cover a similar participant headcount to Tally Personnel 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Calm.Com, Inc. 401(k) Plan in CA (394 participants, $29M 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 810865574.