401(k) · DOL Form 5500 · 2024

Talon Advisory Inc. 401(k) Plan

Data updated 2026-08-25

$210K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$209,541
Avg per participant Above avg balance/head
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Official DOL plan name: Talon Advisory Inc. 401(k) Plan · Sponsored by Talon Advisory Inc. · Arizona · Professional & Technical Services

$210K in assets, 1 participants

Talon Advisory Inc.'s Talon Advisory Inc. 401(k) Plan reported $210K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,744 in Professional & Technical Services (20,173 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 $210K / 1 participant.

#1,744
in Professional & Technical Services (20,173 peers)
+379.6%
assets growth YoY

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 2024 · DOL Form 5500

$209,541 11th percentile higher than 11% 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

Talon Advisory Inc. 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. Talon Advisory Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Talon Advisory Inc. 401(k) Plan reported net income rose from -$13K in the plan year 2023 filing to $166K in the plan year 2024 filing.
  • Talon Advisory Inc. 401(k) Plan end-of-year assets rose from $44K in the plan year 2023 filing to $210K in the plan year 2024 filing.
  • Talon Advisory Inc. 401(k) Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 882018841 · Talon Advisory Inc. PY 2024 · 401(k)

Talon Advisory Inc. 401(k) Plan · $210K · 1 · 11th

  • PCT $210K
  • EIN 1
  • RANK 11th
  • PHOTO 401(k)
  • IND near Kagey Ventures Inc. 401(k) Plan
  • EOY ind #1744

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…$210KKagey Ventures Inc. 401(k) PlanKagey Ventures Inc. 401(k) P…$210KMogo Logistics 401(k) Plan$210KMcgregor Property Management Inc. 401(k) PlanMcgregor Property Management…$209KGood Ventures Holdings, Inc. 401(k) Profit Sharing PlanGood Ventures Holdings, Inc.…$210K
End-of-year total assets ($M) among Talon Advisory Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$44K
Net Assets (End of Year)$210K
Net Income$166K
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 -202468 Total assets ($B) Participants Talon Advisory Inc. 401(k) Plan, Total assets ($B): 0.000209541 · Participants: 1Talon Advisory Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Talon Advisory Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Talon Advisory Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Kagey Ventures Inc. 401(k) Plan in TX ($210K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($210K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Talon Advisory Inc. 401(k) Plan assets move in 2024? ▼
Talon Advisory Inc. 401(k) Plan surged - up 379.6% during 2024, from $44K to $210K. Reported net income was $166K.
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 11th 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 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 Kagey Ventures Inc. 401(k) Plan in TX ($210K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Talon Advisory Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 882018841.

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.