401(k) · DOL Form 5500 · 2023

Talon Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$381,375
Avg per participant High balance/head
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Official DOL plan name: Talon Investments, Inc. Retirement Plan · Sponsored by Talon Investments, Inc. · Florida · Construction

$2M in assets, 5 participants

Talon Investments, Inc.'s Talon Investments, Inc. Retirement Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,504 in Construction (9,030 peers)

Talon Investments, Inc. multi-year trail

Talon Investments, Inc.'s plans moved +466.8% in assets from 2022 to 2024; this filing shows Talon Investments, Inc. Retirement Plan at $2M / 5 participants.

#2,504
in Construction (9,030 peers)
+511.1%
assets growth YoY

Talon Investments, Inc. Retirement Plan among the smaller filed plans by assets

Talon Investments, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,906,873 30th percentile higher than 30% of 127,068 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 2023

Talon Investments, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Talon Investments, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Talon Investments, Inc. Retirement Plan end-of-year assets rose from $312K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Talon Investments, Inc. Retirement Plan reported net income rose from -$697K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Talon Investments, Inc. Retirement Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 273213638 · Talon Investments, Inc. PY 2023 · 401(k)

Talon Investments, Inc. Retirement Plan · $2M · 5 · 30th

  • BOOK $2M
  • VS-ST 5
  • BOY 30th
  • SCH 401(k)
  • EBSA near Lapointe & Company, PC 401 K Plan
  • PART ind #2504

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 Construction retirement plans → · Plans in Florida →

Talon Investments, Inc. Retirement Plan in the asset neighbourhood

Talon Investments, Inc. Retirement PlanTalon Investments, Inc. Reti…$2MLapointe & Company, PC 401 K PlanLapointe & Company, PC 401 K…$2MN. Arr Alinsod, M.D., Inc. 401(k) PlanN. Arr Alinsod, M.D., Inc. 4…$2MClaimocity LLC 401(k) Plan$2MNorth Star Aviation 401(k) PlanNorth Star Aviation 401(k) P…$2M
End-of-year total assets ($M) among Talon Investments, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Talon Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Talon Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 466.7996718138056% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.31M $1.77M ▲ +471.0%
Year Plans Participants Total Assets
2022 1 4 $312K
2023 1 5 $2M
2024 1 5 $2M

Talon Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$312K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN273213638
Plan Effective Date2011-04-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Talon Investments, Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Talon Investments, Inc. Retirement Plan, Total assets ($B): 0.001906873 · Participants: 5Talon Investments, Inc. Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Talon Investments, Inc. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Talon Investments, Inc. Retirement Plan side-by-side with 3 peers →

Talon Investments, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Lapointe & Company, PC 401 K Plan in MD ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Talon Investments, Inc. Retirement Plan assets move in 2023? ▼
Talon Investments, Inc. Retirement Plan surged - up 511.1% during 2023, from $312K to $2M. Reported net income was $2M.
How have Talon Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talon Investments, Inc.'s sponsor-wide assets grew 466.8%, from $312K to $2M.
Which 401(k) plans are similar in size to Talon Investments, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lapointe & Company, PC 401 K Plan in MD ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Talon Investments, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 273213638.

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.