401(k) · DOL Form 5500 · 2024

Noel D. Tallon, Cpa, PC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$473,781
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan · Sponsored by Noel D. Tallon, Cpa, PC · Alabama · Professional & Technical Services

$1M in assets, 3 participants

Noel D. Tallon, Cpa, PC's Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan reported $1M in total assets and 3 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.

  • #4,325 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan holds $1M for 3 participants - about $473,781 per participant, in the lower half of filed plans by assets.

#4,325
in Professional & Technical Services (20,173 peers)
-2.1%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan among the smaller filed plans by assets

Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan vs every filed plan by assets

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

$1,421,344 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

Noel D. Tallon, Cpa, PC Safe Harbor 401(k) 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. Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan reported net income fell from $128K in the plan year 2023 filing to -$30K in the plan year 2024 filing.
  • Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 020608558 · Noel D. Tallon, Cpa, PC PY 2024 · 401(k)

Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan · $1M · 3 · 26th

  • EOY $1M
  • 5500 3
  • ASSETS 26th
  • PCT 401(k)
  • EIN near Milwaukee Anesthesiology Consultants, Ltd 401(k) Profit Sharing Plan
  • RANK ind #4325

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 Alabama →

Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan in the asset neighbourhood

Noel D. Tallon, Cpa, PC Safe Harbor 401(k) PlanNoel D. Tallon, Cpa, PC Safe…$1MMilwaukee Anesthesiology Consultants, Ltd 401(k) Profit Sharing PlanMilwaukee Anesthesiology Con…$1MSusan a. Cascino, Dds, P.C. 401(k) Plan & TrustSusan a. Cascino, Dds, P.C. …$1MUS Retail, Inc. 401(k) Plan$1MHon Yu, M.D., Inc. 401(k) Profit Sharing PlanHon Yu, M.D., Inc. 401(k) Pr…$1M
End-of-year total assets ($M) among Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$30K
Employer EIN020608558
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Noel D. Tallon, Cpa, PC)

Sponsor-wide plan assets over time

All Noel D. Tallon, Cpa, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 7.402803585070619% vs 2022
2024 filing year
$1.3M$1.35M$1.4M$1.45M$1.5M 202220232024 $1.32M $1.42M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 3 $1M
2024 1 3 $1M

Nearby 401(k) Plans in Alabama

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

Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan, Total assets ($B): 0.001421344 · Participants: 3Noel D. Tallon, Cpa, PC Safe Harbor 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan side-by-side with 3 peers →

Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Milwaukee Anesthesiology Consultants, Ltd 401(k) Profit Sharing Plan in WI ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan assets move in 2024? ▼
Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan edged down modestly - down 2.1% during 2024, from $1M to $1M. Reported net income was -$30K.
How have Noel D. Tallon, Cpa, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Noel D. Tallon, Cpa, PC's sponsor-wide assets grew 7.4%, from $1M to $1M.
Which 401(k) plans are similar in size to Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Milwaukee Anesthesiology Consultants, Ltd 401(k) Profit Sharing Plan in WI ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Noel D. Tallon, Cpa, PC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 020608558.

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.