401(k) · DOL Form 5500 · 2024

Tallis, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
754
Participants Near avg headcount
54th
Percentile by assets National rank
$12,166
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Tallis, LLC 401(k) Plan · Sponsored by Tallis, LLC · California · Healthcare & Social Assistance

$9M in assets, 754 participants

Tallis, LLC's Tallis, LLC 401(k) Plan reported $9M in total assets and 754 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.

  • #10,014 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

Tallis, LLC 401(k) Plan holds $9M for 754 participants - about $12,166 per participant, above the median plan by assets.

#10,014
in Healthcare & Social Assistance (16,916 peers)
+3.9%
assets growth YoY

Tallis, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Tallis, LLC 401(k) Plan vs every filed plan by assets

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

$9,173,268 Top 46% higher than 54% 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

Tallis, LLC 401(k) 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. Tallis, LLC 401(k) Plan sits mid-pack in the medium band (754 participants).

EBSA filing schedule strip

Filing strip 934321308 · Tallis, LLC PY 2024 · 401(k)

Tallis, LLC 401(k) Plan · $9M · 754 · 54th

  • IND $9M
  • EOY 754
  • 5500 54th
  • ASSETS 401(k)
  • PCT near Valley Forge & Bolt Mfg. 401(k) Retirement Plan
  • EIN ind #10014

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Tallis, LLC 401(k) Plan in the asset neighbourhood

Tallis, LLC 401(k) Plan$9MValley Forge & Bolt Mfg. 401(k) Retirement PlanValley Forge & Bolt Mfg. 401…$9MAll State Fastener 401(k) & Profit Sharing Plan & TrustAll State Fastener 401(k) & …$9MPeople's Bank of Commerce 401(k) PlanPeople's Bank of Commerce 40…$9MAmerica Works of New York, Inc. Retirement PlanAmerica Works of New York, I…$9M
End-of-year total assets ($M) among Tallis, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$342K
Employer EIN934321308
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Tallis, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tallis, LLC 401(k) Plan, Total assets ($B): 0.009173268 · Participants: 754Tallis, LLC 401(k) 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
Tallis, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tallis, LLC 401(k) Plan side-by-side with 3 peers →

Tallis, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Valley Forge & Bolt Mfg. 401(k) Retirement Plan in AZ ($9M); by covered participants it is Orsted North America Inc. 401(k) Plan in MA (754 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (754 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 Tallis, LLC 401(k) Plan assets move in 2024? ▼
Tallis, LLC 401(k) Plan edged up modestly - up 3.9% during 2024, from $9M to $9M. Reported net income was $342K.
Which 401(k) plans are similar in size to Tallis, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Forge & Bolt Mfg. 401(k) Retirement Plan in AZ ($9M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Tallis, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orsted North America Inc. 401(k) Plan in MA (754 participants, $65M 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 934321308.

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.