401(k) · DOL Form 5500 · 2024

Talivity, Inc 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
537
Participants Below avg headcount
71st
Percentile by assets National rank
$38,296
Avg per participant Low balance/head
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Official DOL plan name: Talivity 401(k) Savings Plan · Sponsored by Talivity, Inc · Connecticut · Administrative & Support Services

$21M in assets, 537 participants

Talivity, Inc's Talivity 401(k) Savings Plan reported $21M in total assets and 537 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,696 in Administrative & Support Services (4,368 peers)

Talivity, Inc multi-year trail

Talivity, Inc's plans moved +22.0% in assets from 2023 to 2024; this filing shows Talivity 401(k) Savings Plan at $21M / 537 participants.

#3,696
in Administrative & Support Services (4,368 peers)
+22.0%
assets growth YoY

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

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

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

$20,564,947 Top 29% higher than 71% 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

Talivity 401(k) 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. Talivity 401(k) Savings Plan sits mid-pack in the medium band (537 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Talivity 401(k) Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Talivity 401(k) Savings Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Talivity 401(k) Savings Plan reported participants fell from 559 in the plan year 2023 filing to 537 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 474689688 · Talivity, Inc PY 2024 · 401(k)

Talivity 401(k) Savings Plan · $21M · 537 · 71st

  • EIN $21M
  • EIN 537
  • EIN 71st
  • EIN 401(k)
  • EIN near Sletten, Inc. 401(k) Profit Sharing Plan & Trust
  • EIN ind #3696

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 Administrative & Support Services retirement plans → · Plans in Connecticut →

Talivity 401(k) Savings Plan in the asset neighbourhood

Talivity 401(k) Savings Plan$21MSletten, Inc. 401(k) Profit Sharing Plan & TrustSletten, Inc. 401(k) Profit …$21MMassachusetts Teacher Association 401(k) Savings PlanMassachusetts Teacher Associ…$21MCanoo Inc. 401(k) Plan$21MDry Creek Rancheria 401(k) Retirement PlanDry Creek Rancheria 401(k) R…$21M
End-of-year total assets ($M) among Talivity 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Talivity, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Talivity, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$21M 22.026154428842844% vs 2023
2024 filing year
$16M$18M$20M$22M 20232024 $16.9M $20.6M ▲ +22.0%
Year Plans Participants Total Assets
2023 1 559 $17M
2024 1 537 $21M

Talivity, Inc filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN474689688
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Talivity 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Talivity 401(k) Savings Plan, Total assets ($B): 0.020564947 · Participants: 537Talivity 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Talivity 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Talivity 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Sletten, Inc. 401(k) Profit Sharing Plan & Trust in MT ($21M); by covered participants it is Dowl LLC Retirement Savings and Investment Plan in AK (537 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (537 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 Talivity 401(k) Savings Plan assets move in 2024? ▼
Talivity 401(k) Savings Plan grew sharply - up 22.0% during 2024, from $17M to $21M. Reported net income was $4M.
How have Talivity, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Talivity, Inc's sponsor-wide assets grew 22.0%, from $17M to $21M.
Which 401(k) plans are similar in size to Talivity 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sletten, Inc. 401(k) Profit Sharing Plan & Trust in MT ($21M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Talivity 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dowl LLC Retirement Savings and Investment Plan in AK (537 participants, $134M 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 474689688.

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.