401(k) · DOL Form 5500 · 2024

Taulia LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
251
Participants Below avg headcount
75th
Percentile by assets National rank
$101,418
Avg per participant Below avg balance/head
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Official DOL plan name: Taulia 401(k) Plan & Trust · Sponsored by Taulia LLC · California · Information & Media

$25M in assets, 251 participants

Taulia LLC's Taulia 401(k) Plan & Trust reported $25M in total assets and 251 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #1,858 in Information & Media (2,822 peers)

Coverage in California

Taulia 401(k) Plan & Trust covers 251 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $25M.

#1,858
in Information & Media (2,822 peers)
+40.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Taulia 401(k) Plan & Trust's outsized position by total assets

Taulia 401(k) Plan & Trust vs every filed plan by assets

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

$25,455,923 Top 25% higher than 75% 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

Taulia 401(k) Plan & Trust 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. Taulia 401(k) Plan & Trust sits mid-pack in the medium band (251 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Taulia 401(k) Plan & Trust end-of-year assets rose from $18M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Taulia 401(k) Plan & Trust reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Taulia 401(k) Plan & Trust reported participants rose from 225 in the plan year 2023 filing to 251 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 270346424 · Taulia LLC PY 2024 · 401(k)

Taulia 401(k) Plan & Trust · $25M · 251 · 75th

  • ASSETS $25M
  • PCT 251
  • EIN 75th
  • RANK 401(k)
  • PHOTO near Verbit Group Retirement Savings Plan
  • IND ind #1858

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 Information & Media retirement plans → · Plans in California →

Taulia 401(k) Plan & Trust in the asset neighbourhood

Taulia 401(k) Plan & Trust$25MSpecialty Steel Works Incorporated Union 401(k) Retirement Savings PlanSpecialty Steel Works Incorp…$25MVerbit Group Retirement Savings PlanVerbit Group Retirement Savi…$25MBryan Research & Engineering, LLC 401 (K) PlanBryan Research & Engineering…$25MWeber Packaging Solutions Employees' Retirement Plan and TrustWeber Packaging Solutions Em…$25M
End-of-year total assets ($M) among Taulia 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$7M
Employer EIN270346424
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Taulia LLC)

Sponsor-wide plan assets over time

All Taulia LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 111.0107125396413% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $12.1M $25.5M ▲ +111.1%
Year Plans Participants Total Assets
2022 1 185 $12M
2023 1 225 $18M
2024 1 251 $25M

Nearby 401(k) Plans in California

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

Taulia 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Taulia 401(k) Plan & Trust, Total assets ($B): 0.025455923 · Participants: 251Taulia 401(k) Plan & TrustGoogle 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
Taulia 401(k) Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Taulia 401(k) Plan & Trust side-by-side with 3 peers →

Taulia 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Verbit Group Retirement Savings Plan in CO ($25M); by covered participants it is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (251 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 Taulia 401(k) Plan & Trust assets move in 2024? ▼
Taulia 401(k) Plan & Trust surged - up 40.2% during 2024, from $18M to $25M. Reported net income was $7M.
How have Taulia LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Taulia LLC's sponsor-wide assets grew 111.0%, from $12M to $25M.
Where does Taulia 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Taulia 401(k) Plan & Trust ranks in the 75th 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 Taulia 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Verbit Group Retirement Savings Plan in CO ($25M, 542 participants).
Which 401(k) plans cover a similar participant headcount to Taulia 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dependable Home Health Care, Inc. 401(k) Savings Plan in MN (251 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 270346424.

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.