401(k) · DOL Form 5500 · 2024

Talley Inc. 401(k) Plan

Data updated 2026-08-11

$43M
Total assets
308
Participants
82nd
Percentile by assets
$139,673
Avg per participant
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Official DOL plan name: Talley Inc. Cash or Deferred Profit Sharing Plan · Sponsored by Talley Inc. · California · Manufacturing

$43M in assets, 308 participants

Talley Inc.'s Talley Inc. Cash or Deferred Profit Sharing Plan reported $43M in total assets and 308 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #13,369 in Manufacturing (17,777 peers)

Coverage in California

Talley Inc. Cash or Deferred Profit Sharing Plan covers 308 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $43M.

$43M
total plan assets (2024 EOY)
308
covered participants
82nd
percentile by assets (of 123,622 plans)
$139,673
avg assets per participant

Where Talley Inc. Cash or Deferred Profit Sharing Plan sits by total assets

Talley Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets

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

$43,019,437 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Talley Inc. Cash or Deferred Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Talley Inc. Cash or Deferred Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Talley Inc. Cash or Deferred Profit Sharing Plan reported participants fell from 343 in the plan year 2023 filing to 308 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Manufacturing

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Talley Inc. Cash or Deferred Profit Sharing Plan reports 308 participants - about 49% of that state average ($43M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN953872464
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Talley Inc.)

$30M$35M$40M$45M 202220232024 $34.6M $43M ▲ +24.4%
Total plan assets by year, all Talley Inc. plans on file
Year Plans Participants Total Assets
2022 1 342 $35M
2023 1 343 $37M
2024 1 308 $43M

Nearby 401(k) Plans in California

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

Talley Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Talley Inc. Cash or …, Total assets ($B): 0.043019437 · Participants: 308Talley Inc. Cash or …Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Talley Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Talley Inc. Cash or Deferred Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Talley Inc. Cash or Deferred Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Talley Inc. Cash or Deferred Profit Sharing Plan assets move in 2024? ▼
Talley Inc. Cash or Deferred Profit Sharing Plan grew sharply - up 15.5% during 2024, from $37M to $43M. Reported net income was $6M.
How have Talley Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talley Inc.'s sponsor-wide assets grew 24.4%, from $35M to $43M.
Where does Talley Inc. Cash or Deferred Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Talley Inc. Cash or Deferred Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Talley Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boman & Kemp Manufacturing, Inc. 401(k) Retirement Savings Plan in UT ($43M, 150 participants).

Next read for Talley Inc. Cash or Deferred Profit Shar…

Filing takeaways

Ways to act on Talley Inc. Cash or Deferred Profit Sharing Plan's numbers.

  • By total assets, Talley Inc. Cash or Deferred Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Talley Inc.'s sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Manufacturing plans

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 953872464.

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.