401(k) · DOL Form 5500 · 2024
Talon Investments, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $353,703
- Avg per participant High balance/head
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 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #2,413 in Construction (9,039 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.
- #2,413
- in Construction (9,039 peers)
- -7.3%
- assets change YoY
The plan reported a net loss of $138K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$1,768,517 28th percentile higher than 28% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Talon Investments, 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. Talon Investments, Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Talon Investments, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to -$138K in the plan year 2024 filing.
- Talon Investments, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 273213638 · Talon Investments, Inc. PY 2024 · 401(k)
Talon Investments, Inc. Retirement Plan · $2M · 5 · 28th
- VS-ST $2M
- BOY 5
- SCH 28th
- EBSA 401(k)
- PART near Caerus Corp 401(k) Plan
- TYPE ind #2413
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. 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $312K |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 5 | $2M |
Talon Investments, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$138K |
| Employer EIN | 273213638 |
| Plan Effective Date | 2011-04-18 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
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 Caerus Corp 401(k) Plan in MN ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Caerus Corp 401(k) Plan (MN) $2M · 185
- Witherel & Associates 401(k) Profit Sharing Plan (PA) $2M · 4
- Nels Holdings 401(k) Plan (NJ) $2M · 29
- Fritz Duda Company 401(k) Plan (TX) $2M · 21
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.