401(k) · DOL Form 5500 · 2023

Falvey Insurance Group Ltd 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
122
Participants Small participant base
67th
Percentile by assets National rank
$121,416
Avg per participant Near avg balance/head
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Official DOL plan name: Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust · Sponsored by Falvey Insurance Group Ltd · Rhode Island · Professional & Technical Services

$15M in assets, 122 participants

Falvey Insurance Group Ltd's Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,458 in Professional & Technical Services (20,321 peers)

Coverage in Rhode Island

Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust covers 122 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $15M.

#13,458
in Professional & Technical Services (20,321 peers)
+21.7%
assets growth YoY

Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$14,812,797 Top 33% higher than 67% 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

Falvey Insurance Group Ltd 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. Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (122 participants).

Plan-year Form 5500 strip

Filing strip 272098797 · Falvey Insurance Group Ltd PY 2023 · 401(k)

Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust · $15M · 122 · 67th

  • TYPE $15M
  • NET 122
  • BOOK 67th
  • VS-ST 401(k)
  • BOY near Hp Pelzer Automotive Systems, Inc. 401(k) Plan
  • SCH ind #13458

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 Rhode Island →

Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & TrustFalvey Insurance Group Ltd 4…$15MHp Pelzer Automotive Systems, Inc. 401(k) PlanHp Pelzer Automotive Systems…$15MBell & Anderson 401(k) Profit Sharing Plan & TrustBell & Anderson 401(k) Profi…$15MAmerican Contractors 401(k) PlanAmerican Contractors 401(k) …$15MAcuity Brands Lighting, Inc. 401(k) Plan for Hourly EmployeesAcuity Brands Lighting, Inc.…$15M
End-of-year total assets ($M) among Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN272098797
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Falvey Insurance Group Ltd)

Sponsor-wide plan assets over time

All Falvey Insurance Group Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$18M 22.94088010522253% vs 2023
2024 filing year
$14M$16M$18M$20M 20232024 $14.8M $18.2M ▲ +23.0%
Year Plans Participants Total Assets
2023 1 122 $15M
2024 1 147 $18M

Nearby 401(k) Plans in Rhode Island

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

Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.014812797 · Participants: 122Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & TrustCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Hp Pelzer Automotive Systems, Inc. 401(k) Plan in MI ($15M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust grew sharply - up 21.7% during 2023, from $12M to $15M. Reported net income was $3M.
How have Falvey Insurance Group Ltd plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Falvey Insurance Group Ltd's sponsor-wide assets grew 22.9%, from $15M to $18M.
Which 401(k) plans are similar in size to Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hp Pelzer Automotive Systems, Inc. 401(k) Plan in MI ($15M, 677 participants).
Which 401(k) plans cover a similar participant headcount to Falvey Insurance Group Ltd 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 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 272098797.

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.