401(k) · DOL Form 5500 · 2024

Talkdesk Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
399
Participants Below avg headcount
74th
Percentile by assets National rank
$61,209
Avg per participant Low balance/head
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Official DOL plan name: Talkdesk 401(k) Retirement Savings Plan · Sponsored by Talkdesk Inc. · California · Professional & Technical Services

$24M in assets, 399 participants

Talkdesk Inc.'s Talkdesk 401(k) Retirement Savings Plan reported $24M in total assets and 399 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,847 in Professional & Technical Services (20,173 peers)

Talkdesk Inc. multi-year trail

Talkdesk Inc.'s plans moved +69.3% in assets from 2022 to 2024; this filing shows Talkdesk 401(k) Retirement Savings Plan at $24M / 399 participants.

#14,847
in Professional & Technical Services (20,173 peers)
+25.7%
assets growth YoY

Talkdesk 401(k) Retirement Savings Plan's outsized position by total assets

Talkdesk 401(k) Retirement Savings Plan vs every filed plan by assets

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

$24,422,586 Top 26% higher than 74% 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

Talkdesk 401(k) Retirement Savings 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. Talkdesk 401(k) Retirement Savings Plan sits mid-pack in the medium band (399 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Talkdesk 401(k) Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Talkdesk 401(k) Retirement Savings Plan reported participants fell from 523 in the plan year 2023 filing to 399 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 900767522 · Talkdesk Inc. PY 2024 · 401(k)

Talkdesk 401(k) Retirement Savings Plan · $24M · 399 · 74th

  • 5500 $24M
  • ASSETS 399
  • PCT 74th
  • EIN 401(k)
  • RANK near Ultium Cells, LLC 401(k) Plan
  • PHOTO ind #14847

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 Professional & Technical Services retirement plans → · Plans in California →

Talkdesk 401(k) Retirement Savings Plan in the asset neighbourhood

Gan Corporation 401(k) Profit Sharing PlanGan Corporation 401(k) Profi…$24MMcconkey Auction Group 401(k) Profit Sharing PlanMcconkey Auction Group 401(k…$24MTalkdesk 401(k) Retirement Savings PlanTalkdesk 401(k) Retirement S…$24MUltium Cells, LLC 401(k) Plan$24MSperidian Technologies, LLC 401(k) PlanSperidian Technologies, LLC …$24M
End-of-year total assets ($M) among Talkdesk 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Talkdesk Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Talkdesk Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 69.3106065190992% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.4M $24.4M ▲ +69.3%
Year Plans Participants Total Assets
2022 1 662 $14M
2023 1 523 $19M
2024 1 399 $24M

Talkdesk Inc. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN900767522
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Talkdesk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Talkdesk 401(k) Retirement Savings Plan, Total assets ($B): 0.024422586 · Participants: 399Talkdesk 401(k) Retirement Savings 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
Talkdesk 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Talkdesk 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ultium Cells, LLC 401(k) Plan in OH ($24M); by covered participants it is Nysut Staff 401(k) Plan in NY (399 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (399 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 Talkdesk 401(k) Retirement Savings Plan assets move in 2024?
Talkdesk 401(k) Retirement Savings Plan grew sharply - up 25.7% during 2024, from $19M to $24M. Reported net income was $5M.
How have Talkdesk Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Talkdesk Inc.'s sponsor-wide assets grew 69.3%, from $14M to $24M.
Which 401(k) plans are similar in size to Talkdesk 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Ultium Cells, LLC 401(k) Plan in OH ($24M, 1,485 participants).
Which 401(k) plans cover a similar participant headcount to Talkdesk 401(k) Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Nysut Staff 401(k) Plan in NY (399 participants, $258M in assets).