401(k) · DOL Form 5500 · 2024

Talley Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
308
Participants Below avg headcount
82nd
Percentile by assets National rank
$139,673
Avg per participant Near avg balance/head
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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.

  • #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.

#13,369
in Manufacturing (17,777 peers)
+15.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Talley Inc. Cash or Deferred Profit Sharing Plan's outsized position 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 $2,050,000,000 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 Inc. Cash or Deferred 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. Talley Inc. Cash or Deferred Profit Sharing Plan sits mid-pack in the medium band (308 participants).

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 →

Published 5500 schedule card

Filing strip 953872464 · Talley Inc. PY 2024 · 401(k)

Talley Inc. Cash or Deferred Profit Sharing Plan · $43M · 308 · 82nd

  • TYPE $43M
  • TYPE 308
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Boman & Kemp Manufacturing, Inc. 401(k) Retirement Savings Plan
  • TYPE ind #13369

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 Manufacturing retirement plans → · Plans in California →

Talley Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood

First Citizens Community Bank Profit Sharing PlanFirst Citizens Community Ban…$43MTalley Inc. Cash or Deferred Profit Sharing PlanTalley Inc. Cash or Deferred…$43MBoman & Kemp Manufacturing, Inc. 401(k) Retirement Savings PlanBoman & Kemp Manufacturing, …$43MWikoff Color Corporation 401(k) Profit Sharing PlanWikoff Color Corporation 401…$43MAxinn, Veltrop, & Harkrider, LLP 401(k) Profit Sharing Plan for Partners and StaffAxinn, Veltrop, & Harkrider,…$43M
End-of-year total assets ($M) among Talley Inc. Cash or Deferred Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Talley Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 24.40065110221229% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.6M $43M ▲ +24.4%
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 ($B) Participants Talley Inc. Cash or Deferred Profit Sharing Plan, Total assets ($B): 0.043019437 · Participants: 308Talley Inc. Cash or Deferred Profit Sharing 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 Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Talley Inc. Cash or Deferred Profit Sharing Plan side-by-side with 3 peers →

Talley Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Boman & Kemp Manufacturing, Inc. 401(k) Retirement Savings Plan in UT ($43M); by covered participants it is Uphealth, Inc. 401(k) Plan in FL (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 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).
Which 401(k) plans cover a similar participant headcount to Talley Inc. Cash or Deferred Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uphealth, Inc. 401(k) Plan in FL (308 participants, $7M 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 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.