Profit Sharing · DOL Form 5500 · 2024

Tallview, Inc. Profit Sharing Plan

Data updated 2026-08-25

$650K
Total assets Small plan by assets
8
Participants Small participant base
20th
Percentile by assets National rank
$81,250
Avg per participant Below avg balance/head
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Official DOL plan name: Tallview, Inc. Retirement Plan · Sponsored by Tallview, Inc. · Iowa · Transportation & Warehousing

$650K in assets, 8 participants

Tallview, Inc.'s Tallview, Inc. Retirement Plan reported $650K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #698 in Transportation & Warehousing (3,299 peers)

2024 asset change

Tallview, Inc. Retirement Plan grew sharply 16.2% in 2024 ($560K → $650K) for 8 participants.

#698
in Transportation & Warehousing (3,299 peers)
+16.2%
assets growth YoY

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

Tallview, Inc. Retirement Plan vs every filed plan by assets

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

$650,000 20th percentile higher than 20% 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

Tallview, Inc. Retirement 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. Tallview, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tallview, Inc. Retirement Plan reported net income rose from -$40K in the plan year 2023 filing to $90K in the plan year 2024 filing.
  • Tallview, Inc. Retirement Plan end-of-year assets rose from $560K in the plan year 2023 filing to $650K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 825254488 · Tallview, Inc. PY 2024 · Profit Sharing

Tallview, Inc. Retirement Plan · $650K · 8 · 20th

  • PHOTO $650K
  • PHOTO 8
  • PHOTO 20th
  • PHOTO Profit Sharing
  • PHOTO near Sandra Carbo Mercado Retirement Plan
  • PHOTO ind #698

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 Transportation & Warehousing retirement plans → · Plans in Iowa →

Tallview, Inc. Retirement Plan in the asset neighbourhood

Tallview, Inc. Retirement PlanTallview, Inc. Retirement Pl…$650KSandra Carbo Mercado Retirement PlanSandra Carbo Mercado Retirem…$650KFrost Cabins Inc. Retirement PlanFrost Cabins Inc. Retirement…$650KElite Vitality, Inc. Profit Sharing PlanElite Vitality, Inc. Profit …$650KCm Hospitality Partners, Inc. Retirement PlanCm Hospitality Partners, Inc…$650K
End-of-year total assets ($M) among Tallview, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Tallview, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Tallview, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$650K 8.333333333333332% vs 2022
2024 filing year
$0.55M$0.6M$0.65M$0.7M 202220232024 $0.6M $0.65M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 11 $600K
2023 1 8 $560K
2024 1 8 $650K

2024 asset-move particulars

Total Assets (Beginning of Year)$560K
Net Assets (End of Year)$650K
Net Income$90K
Employer EIN825254488
Plan Effective Date2018-04-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

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

Tallview, Inc. Retirement Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. -1000100200300400 -20020406080 Total assets ($M) Participants Tallview, Inc. Retirement Plan, Total assets ($M): 0.65 · Participants: 8Tallview, Inc. Retirement PlanDordt University Defined Contribution Retirement Plan, Total assets ($M): 61.231281 · Participants: 322Dordt University Defined Contribution Retirement PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 30.470084 · Participants: 279Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 26.345653 · Participants: 12Liberty Pattern Company Profit Sharing PlanNewton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 16.515891 · Participants: 43Newton Clinic, P.C. Profit Sharing PlanBurgess Health Center 403(b) Plan, Total assets ($M): 15.713773 · Participants: 272Burgess Health Center 403(b) Plan
Tallview, Inc. Retirement Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Tallview, Inc. Retirement Plan side-by-side with 3 peers →

Tallview, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Sandra Carbo Mercado Retirement Plan in FL ($650K); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($650K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Tallview, Inc. Retirement Plan assets move in 2024? ▼
Tallview, Inc. Retirement Plan grew sharply - up 16.2% during 2024, from $560K to $650K. Reported net income was $90K.
How have Tallview, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tallview, Inc.'s sponsor-wide assets grew 8.3%, from $600K to $650K.
Where does Tallview, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Tallview, Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Tallview, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sandra Carbo Mercado Retirement Plan in FL ($650K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Tallview, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 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 825254488.

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.