401(k) · DOL Form 5500 · 2023

Falsani, Balmer, Peterson & Balmer 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
16
Participants Small participant base
25th
Percentile by assets National rank
$69,142
Avg per participant Below avg balance/head
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Official DOL plan name: Falsani, Balmer, Peterson & Balmer 401(k) Plan · Sponsored by Falsani, Balmer, Peterson & Balmer · Minnesota · Professional & Technical Services

$1M in assets, 16 participants

Falsani, Balmer, Peterson & Balmer's Falsani, Balmer, Peterson & Balmer 401(k) Plan reported $1M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,027 in Professional & Technical Services (20,321 peers)

Falsani, Balmer, Peterson & Balmer multi-year trail

Falsani, Balmer, Peterson & Balmer's plans moved -78.0% in assets from 2022 to 2023; this filing shows Falsani, Balmer, Peterson & Balmer 401(k) Plan at $1M / 16 participants.

#4,027
in Professional & Technical Services (20,321 peers)
-78.0%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Falsani, Balmer, Peterson & Balmer 401(k) Plan among the smaller filed plans by assets

Falsani, Balmer, Peterson & Balmer 401(k) Plan vs every filed plan by assets

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

$1,106,273 25th percentile higher than 25% 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

Falsani, Balmer, Peterson & Balmer 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Falsani, Balmer, Peterson & Balmer 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Falsani, Balmer, Peterson & Balmer 401(k) Plan reported net income fell from -$828K in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Falsani, Balmer, Peterson & Balmer 401(k) Plan end-of-year assets fell from $5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Falsani, Balmer, Peterson & Balmer 401(k) Plan reported participants rose from 13 in the plan year 2022 filing to 16 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411251878 · Falsani, Balmer, Peterson & Balmer PY 2023 · 401(k)

Falsani, Balmer, Peterson & Balmer 401(k) Plan · $1M · 16 · 25th

  • SCH $1M
  • EBSA 16
  • PART 25th
  • TYPE 401(k)
  • NET near Sungwon Distributor LLC 401(k) Plan
  • BOOK ind #4027

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 Minnesota →

Falsani, Balmer, Peterson & Balmer 401(k) Plan in the asset neighbourhood

Falsani, Balmer, Peterson & Balmer 401(k) PlanFalsani, Balmer, Peterson & …$1MSungwon Distributor LLC 401(k) PlanSungwon Distributor LLC 401(…$1MEmancipet 401 (K) Plan$1MSigma Technologies Int'l, LLC 401(k) PlanSigma Technologies Int'l, LL…$1MDara Foddai Solo 401(k) Plan$1M
End-of-year total assets ($M) among Falsani, Balmer, Peterson & Balmer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Falsani, Balmer, Peterson & Balmer multi-year asset trail

Sponsor-wide plan assets over time

All Falsani, Balmer, Peterson & Balmer plans reported in each filing year

Latest sponsor-wide plan assets
$1M 77.99356838730674% vs 2022
2023 filing year
$0M$2M$4M$6M 20222023 $5.03M $1.11M ▼ -77.9%
Year Plans Participants Total Assets
2022 1 13 $5M
2023 1 16 $1M

Falsani, Balmer, Peterson & Balmer filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$1M
Net Income-$4M
Employer EIN411251878
Plan Effective Date1984-12-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Falsani, Balmer, Peterson & Balmer 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Falsani, Balmer, Peterson & Balmer 401(k) Plan, Total assets ($B): 0.001106273 · Participants: 16Falsani, Balmer, Peterson & Balmer 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Falsani, Balmer, Peterson & Balmer 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Falsani, Balmer, Peterson & Balmer 401(k) Plan side-by-side with 3 peers →

Falsani, Balmer, Peterson & Balmer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Sungwon Distributor LLC 401(k) Plan in MD ($1M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Falsani, Balmer, Peterson & Balmer 401(k) Plan assets move in 2023? ▼
Falsani, Balmer, Peterson & Balmer 401(k) Plan contracted severely - down 78.0% during 2023, from $5M to $1M. Reported net income was -$4M.
How have Falsani, Balmer, Peterson & Balmer plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Falsani, Balmer, Peterson & Balmer's sponsor-wide assets declined 78.0%, from $5M to $1M.
Where does Falsani, Balmer, Peterson & Balmer 401(k) Plan rank by assets among Form 5500 filers? ▼
Falsani, Balmer, Peterson & Balmer 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Falsani, Balmer, Peterson & Balmer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sungwon Distributor LLC 401(k) Plan in MD ($1M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Falsani, Balmer, Peterson & Balmer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 411251878.

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.