ESOP · DOL Form 5500 · 2024

Telligen, Inc. ESOP

Data updated 2026-08-25

$147M
Total assets Near avg plan size
597
Participants Below avg headcount
93rd
Percentile by assets National rank
$246,400
Avg per participant Above avg balance/head
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Official DOL plan name: Telligen, Inc. Employee Stock Ownership Plan · Sponsored by Telligen, Inc. · Iowa · Professional & Technical Services

$147M in assets, 597 participants

Telligen, Inc.'s Telligen, Inc. Employee Stock Ownership Plan reported $147M in total assets and 597 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,961 in Professional & Technical Services (20,173 peers)

Where Telligen, Inc. Employee Stock Ownership Plan sits by assets

Telligen, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $147M for 597 participants (~$246,400/participant), up 12.0% in 2024.

#18,961
in Professional & Technical Services (20,173 peers)
+12.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Telligen, Inc. Employee Stock Ownership Plan's outsized position by total assets

Telligen, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$147,101,014 Top 7% higher than 93% 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

Telligen, Inc. Employee Stock Ownership 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. Telligen, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (597 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Telligen, Inc. Employee Stock Ownership Plan reported net income fell from $22M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Telligen, Inc. Employee Stock Ownership Plan end-of-year assets rose from $131M in the plan year 2023 filing to $147M in the plan year 2024 filing.
  • Telligen, Inc. Employee Stock Ownership Plan reported participants rose from 570 in the plan year 2023 filing to 597 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 420992483 · Telligen, Inc. PY 2024 · ESOP

Telligen, Inc. Employee Stock Ownership Plan · $147M · 597 · 93rd

  • PCT $147M
  • EIN 597
  • RANK 93rd
  • PHOTO ESOP
  • IND near Trek Bicycle Corporation Employee Stock Ownership Plan
  • EOY ind #18961

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 What is an ESOP? → · Plans in Iowa →

Telligen, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Williams Brothers Construction Co, Inc Profit Sharing & Stock Ownership PlanWilliams Brothers Constructi…$148MMccown Gordon Companies, Inc. Employee Stock Ownership PlanMccown Gordon Companies, Inc…$148MK-Va-T Employees Profit Sharing and Stock Ownership PlanK-Va-T Employees Profit Shar…$147MTrek Bicycle Corporation Employee Stock Ownership PlanTrek Bicycle Corporation Emp…$147MTelligen, Inc. Employee Stock Ownership PlanTelligen, Inc. Employee Stoc…$147M
End-of-year total assets ($M) among Telligen, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$132M
Net Income$17M
Employer EIN420992483
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Telligen, Inc.)

Sponsor-wide plan assets over time

All Telligen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$245M 32.35035439735241% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $185M $245M ▲ +32.3%
Year Plans Participants Total Assets
2022 2 1,176 $185M
2023 2 1,219 $222M
2024 2 1,312 $245M

Nearby ESOP Plans in Iowa

Peer ESOP plans, same state, same plan type, ranked by total assets.

Telligen, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 40060080010001200 02004006008001000 Total assets ($M) Participants Telligen, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.101014 · Participants: 597Telligen, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Telligen, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Telligen, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Telligen, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Trek Bicycle Corporation Employee Stock Ownership Plan in WI ($147M); by covered participants it is Alpine Lumber Company Employee Stock Ownership Plan in CO (597 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (597 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 Telligen, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Telligen, Inc. Employee Stock Ownership Plan grew at a solid clip - up 12.0% during 2024, from $131M to $147M. Reported net income was $17M.
How have Telligen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Telligen, Inc.'s sponsor-wide assets grew 32.4%, from $185M to $245M.
Where does Telligen, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Telligen, Inc. Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Telligen, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Trek Bicycle Corporation Employee Stock Ownership Plan in WI ($147M, 2,404 participants).
Which ESOP plans cover a similar participant headcount to Telligen, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alpine Lumber Company Employee Stock Ownership Plan in CO (597 participants, $625M 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 420992483.

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.