401(k) · DOL Form 5500 · 2023

Usfalcon, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
281
Participants Below avg headcount
80th
Percentile by assets National rank
$110,190
Avg per participant Below avg balance/head
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Official DOL plan name: Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Usfalcon, Inc. · North Carolina · Professional & Technical Services

$31M in assets, 281 participants

Usfalcon, Inc.'s Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust reported $31M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,302 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust covers 281 participants in North Carolina, about 34% of the average North Carolina filer (state average ~819 per filing). Assets: $31M.

#16,302
in Professional & Technical Services (20,321 peers)
+8.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$30,963,390 Top 20% higher than 80% of 127,068 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 2023

Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (281 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$9M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 332 in the plan year 2022 filing to 281 in the plan year 2023 filing.
  • Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $28M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043468856 · Usfalcon, Inc. PY 2023 · 401(k)

Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust · $31M · 281 · 80th

  • TYPE $31M
  • NET 281
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Harwood Lloyd Profit Sharing/401(k) Plan
  • SCH ind #16302

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 North Carolina →

Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Midwest Bankcentre Employees 401(k) PlanMidwest Bankcentre Employees…$31MAmtech Systems, Inc. 401(k) PlanAmtech Systems, Inc. 401(k) …$31MUsfalcon, Inc. 401(k) Profit Sharing Plan & TrustUsfalcon, Inc. 401(k) Profit…$31MHarwood Lloyd Profit Sharing/401(k) PlanHarwood Lloyd Profit Sharing…$31MBanco Do Brasil Employee Retirement PlanBanco Do Brasil Employee Ret…$31M
End-of-year total assets ($M) among Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN043468856
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Usfalcon, Inc.)

Sponsor-wide plan assets over time

All Usfalcon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 16.631871970143504% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $28.4M $33.2M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 332 $28M
2023 1 281 $31M
2024 1 225 $33M

Nearby 401(k) Plans in North Carolina

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

Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.03096339 · Participants: 281Usfalcon, Inc. 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Harwood Lloyd Profit Sharing/401(k) Plan in NJ ($31M); by covered participants it is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 8.9% during 2023, from $28M to $31M. Reported net income was $3M.
How have Usfalcon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Usfalcon, Inc.'s sponsor-wide assets grew 16.6%, from $28M to $33M.
Where does Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Harwood Lloyd Profit Sharing/401(k) Plan in NJ ($31M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043468856.

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.