401(k) · DOL Form 5500 · 2022

Talon Advisory Inc. 401(k) Plan

Data updated 2026-08-25

$57K
Total assets Small plan by assets
N/A
Participants Small participant base
4th
Percentile by assets National rank
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Official DOL plan name: Talon Advisory Inc. 401(k) Plan · Sponsored by Talon Advisory Inc. · Arizona · Professional & Technical Services

$57K in assets, N/A participants

Talon Advisory Inc.'s Talon Advisory Inc. 401(k) Plan reported $57K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #752 in Professional & Technical Services (21,562 peers)

Talon Advisory Inc. multi-year trail

Talon Advisory Inc.'s plans moved +266.7% in assets from 2022 to 2024; this filing shows Talon Advisory Inc. 401(k) Plan at $57K / N/A participants.

#752
in Professional & Technical Services (21,562 peers)
$57K
reported net income

Talon Advisory Inc. 401(k) Plan among the smaller filed plans by assets

Talon Advisory Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$57,150 4th percentile higher than 4% of 139,123 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 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 882018841 · Talon Advisory Inc. PY 2022 · 401(k)

Talon Advisory Inc. 401(k) Plan · $57K · N/A · 4th

  • BOY $57K
  • SCH N/A
  • EBSA 4th
  • PART 401(k)
  • TYPE near Alliance One Tobacco USA - Farmville Union 401(k) Plan
  • NET ind #752

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 Arizona →

Talon Advisory Inc. 401(k) Plan in the asset neighbourhood

Talon Advisory Inc. 401(k) PlanTalon Advisory Inc. 401(k) P…$57KAlliance One Tobacco USA - Farmville Union 401(k) PlanAlliance One Tobacco USA - F…$57KTsn Studios, Inc. 401(k) Profit Sharing PlanTsn Studios, Inc. 401(k) Pro…$57KDmd Snider, Inc. 401(k) Profit Sharing PlanDmd Snider, Inc. 401(k) Prof…$57KSearch Performance, Inc. 401(k) PlanSearch Performance, Inc. 401…$57K
End-of-year total assets ($M) among Talon Advisory Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Talon Advisory Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Talon Advisory Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$210K 266.6509186351706% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M 202220232024 $0.06M $0.21M ▲ +250.0%
Year Plans Participants Total Assets
2022 1 N/A $57K
2023 1 2 $44K
2024 1 1 $210K

Talon Advisory Inc. filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$57K
Net Income$57K
Employer EIN882018841
Plan Effective Date2022-04-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Talon Advisory Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Talon Advisory Inc. 401(k) Plan, Total assets ($B): 0.00005715 · Participants: 0Talon Advisory Inc. 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Talon Advisory Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Talon Advisory Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Arizona, the nearest 401(k) by end-of-year assets is Alliance One Tobacco USA - Farmville Union 401(k) Plan in NC at $57K (this filing: $57K).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Talon Advisory Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Talon Advisory Inc.'s sponsor-wide assets grew 266.7%, from $57K to $210K.
Where does Talon Advisory Inc. 401(k) Plan rank by assets among Form 5500 filers?
Talon Advisory Inc. 401(k) Plan ranks in the 4th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Talon Advisory Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Alliance One Tobacco USA - Farmville Union 401(k) Plan in NC ($57K, 176 participants).