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Employers › Massachusetts

Employer · plans filed under one EIN

The Talbots LLC

Hingham, MA · Retail trade

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$290Mnet assets across plans
7,094participant records5,073 active
$5.2Memployer contributions, latest plan years$1,016 per active record
$1.4MSchedule C compensation to organisations$194.72 per participant record

The Talbots LLC, based in Hingham, Massachusetts, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 7,094 participant records and $290M in net assets.

The largest is The Talbots Retirement Savings 401(k) Plan, a 401(k) plan with 6,140 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $5.2M and participant contributions $10.7M in the latest plan years; benefits paid were $40.0M. Schedule C compensation reported to service provider organisations totalled $1.4M.

Combined net assets moved from $234M in 2009 to $290M in 2024 (up 24%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
The Talbots Retirement Savings 401(k) Plan401(k) plan20246,140$237M$38,542$500$591K
The Talbots, Inc. Pension Plandefined benefit pension plan2024954$53.5M$56,067$11,243$790K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $234M2010: $262M2011: $242M2012: $267M2013: $309M2014: $268M2015: $260M2016: $261M2017: $260M2018: $237M2019: $278M2020: $307M2021: $341M2022: $241M2023: $275M2024: $290M$234M$341M$290M20092012201620202024
Combined net assets
2009: 18,0612010: 17,4452011: 17,6202012: 18,9802013: 19,9532014: 13,9652015: 14,0972016: 13,6962017: 10,7762018: 9,6792019: 8,8132020: 7,9062021: 7,5812022: 6,8812023: 8,9882024: 7,09418,06119,9537,09420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202427,094$290M$5.2M$10.7M
202328,988$275M$6.4M$10.4M
202226,881$241M$3.0M$10.0M
202127,581$341M$5.3M$8.4M
202027,906$307M$1.8M$7.9M
201928,813$278M$8.9M$9.4M
201829,679$237M$5.3M$8.3M
2017210,776$260M$9.2M$7.7M
2016213,696$261M$10.9M$7.2M
2015214,097$260M$11.6M$6.8M
2014213,965$268M$16.8M$6.2M
2013219,953$309M$18.3M$6.1M
2012218,980$267M$11.5M$6.6M
2011217,620$242M$14.1M$7.8M
2010217,445$262M$9.3M$8.0M
2009218,061$234M$4.7M$8.8M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
October Three Consulting LLCActuarial1$511,197
Empower Annuity Insurance Company ORecordkeeping and information management; Participant loan processing1$462,410
Willis Towers Watson US LLC.Actuarial; Investment advisory (plan)1$229,734
Global Retirement Partners LLCInvestment advisory (plan)1$103,780
State Street Global Advisors TrustCustodial (other than securities); Custodial (securities)1$49,252
Empower Advisory Group, LLCInvestment management; Investment advisory (participants)1$12,994
Knitwell Intermediate Inc. DBA the T—1$12,000

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

October Three Consulting LLC$511K
Empower Annuity Insurance Company O$462K
Willis Towers Watson US LLC.$230K
Global Retirement Partners LLC$104K
State Street Global Advisors Trust$49K
Empower Advisory Group, LLC$13K
Knitwell Intermediate Inc. DBA the T$12K

Questions and answers

How many retirement plans does The Talbots LLC have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: The Talbots Retirement Savings 401(k) Plan and The Talbots, Inc. Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does The Talbots LLC contribute to its plans?

$5,155,377 in employer contributions across these plans in their latest plan years, about $1,016 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name October Three Consulting LLC, Empower Annuity Insurance Company O, Willis Towers Watson US LLC. and Global Retirement Partners LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.