Profit Sharing · DOL Form 5500 · 2024

Talone Insurance Inc Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$722,357
Avg per participant High balance/head
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Official DOL plan name: Talone Insurance Inc Profit Sharing Plan · Sponsored by Talone Insurance Inc · Pennsylvania · Finance & Insurance

$1M in assets, 2 participants

Talone Insurance Inc's Talone Insurance Inc Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,365 in Finance & Insurance (8,549 peers)

Talone Insurance Inc multi-year trail

Talone Insurance Inc's plans moved +25.9% in assets from 2022 to 2024; this filing shows Talone Insurance Inc Profit Sharing Plan at $1M / 2 participants.

#1,365
in Finance & Insurance (8,549 peers)
+15.7%
assets growth YoY

Talone Insurance Inc Profit Sharing Plan among the smaller filed plans by assets

Talone Insurance Inc Profit Sharing Plan vs every filed plan by assets

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

$1,444,713 26th percentile higher than 26% 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

Talone Insurance Inc Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Talone Insurance Inc Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Talone Insurance Inc Profit Sharing Plan reported net income rose from $101K in the plan year 2023 filing to $196K in the plan year 2024 filing.
  • Talone Insurance Inc Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232466594 · Talone Insurance Inc PY 2024 · Profit Sharing

Talone Insurance Inc Profit Sharing Plan · $1M · 2 · 26th

  • RANK $1M
  • PHOTO 2
  • IND 26th
  • EOY Profit Sharing
  • 5500 near Service Printing of Lynchburg, Inc. Profit Sharing Plan and Trust
  • ASSETS ind #1365

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Talone Insurance Inc Profit Sharing Plan in the asset neighbourhood

Talone Insurance Inc Profit Sharing PlanTalone Insurance Inc Profit …$1MService Printing of Lynchburg, Inc. Profit Sharing Plan and TrustService Printing of Lynchbur…$1MRichard W Pacelli Profit Sharing PlanRichard W Pacelli Profit Sha…$1MRobert L Bashore Profit Sharing PlanRobert L Bashore Profit Shar…$1MCombined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment PlanCombined Building & Housing …$1M
End-of-year total assets ($M) among Talone Insurance Inc Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Talone Insurance Inc multi-year asset trail

Sponsor-wide plan assets over time

All Talone Insurance Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 25.935046448318456% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.15M $1.44M ▲ +25.2%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Talone Insurance Inc filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$196K
Employer EIN232466594
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Talone Insurance Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Talone Insurance Inc Profit Sharing Plan, Total assets ($B): 0.001444713 · Participants: 2Talone Insurance Inc Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Talone Insurance Inc Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Talone Insurance Inc Profit Sharing Plan side-by-side with 3 peers →

Talone Insurance Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Service Printing of Lynchburg, Inc. Profit Sharing Plan and Trust in VA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Talone Insurance Inc Profit Sharing Plan assets move in 2024? ▼
Talone Insurance Inc Profit Sharing Plan grew sharply - up 15.7% during 2024, from $1M to $1M. Reported net income was $196K.
How have Talone Insurance Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Talone Insurance Inc's sponsor-wide assets grew 25.9%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Talone Insurance Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Service Printing of Lynchburg, Inc. Profit Sharing Plan and Trust in VA ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Talone Insurance Inc Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 232466594.

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.