401(k) · DOL Form 5500 · 2024

Fallon Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$867K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$173,420
Avg per participant Above avg balance/head
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Official DOL plan name: Fallon Holdings, Inc. 401(k) Plan · Sponsored by Fallon Holdings, Inc. · Kentucky · Finance & Insurance

$867K in assets, 5 participants

Fallon Holdings, Inc.'s Fallon Holdings, Inc. 401(k) Plan reported $867K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,059 in Finance & Insurance (8,549 peers)

2024 asset change

Fallon Holdings, Inc. 401(k) Plan grew sharply 21.8% in 2024 ($712K → $867K) for 5 participants.

#1,059
in Finance & Insurance (8,549 peers)
+21.8%
assets growth YoY

Fallon Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

Fallon Holdings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$867,098 22nd percentile higher than 22% 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

Fallon Holdings, 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. Fallon Holdings, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 464606137 · Fallon Holdings, Inc. PY 2024 · 401(k)

Fallon Holdings, Inc. 401(k) Plan · $867K · 5 · 22nd

  • ASSETS $867K
  • PCT 5
  • EIN 22nd
  • RANK 401(k)
  • PHOTO near Ideal Tape Co., Inc. Savings & Investment Plan
  • IND ind #1059

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 Finance & Insurance retirement plans → · Plans in Kentucky →

Fallon Holdings, Inc. 401(k) Plan in the asset neighbourhood

Fallon Holdings, Inc. 401(k) PlanFallon Holdings, Inc. 401(k)…$867KIdeal Tape Co., Inc. Savings & Investment PlanIdeal Tape Co., Inc. Savings…$867KJmjnt Corporation 401(k) Profit Sharing PlanJmjnt Corporation 401(k) Pro…$867KCoral Reef Corp. 401(k) Plan$867KSummerland Wine Brands 401(k) Profit Sharing PlanSummerland Wine Brands 401(k…$867K
End-of-year total assets ($M) among Fallon Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$712K
Net Assets (End of Year)$867K
Net Income$155K
Employer EIN464606137
Plan Effective Date2014-01-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Fallon Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Fallon Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000867098 · Participants: 5Fallon Holdings, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Fallon Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Fallon Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Fallon Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Ideal Tape Co., Inc. Savings & Investment Plan in MA ($867K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); 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 Fallon Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Fallon Holdings, Inc. 401(k) Plan grew sharply - up 21.8% during 2024, from $712K to $867K. Reported net income was $155K.
Where does Fallon Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Fallon Holdings, Inc. 401(k) Plan ranks in the 22nd 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 Fallon Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ideal Tape Co., Inc. Savings & Investment Plan in MA ($867K, 35 participants).
Which 401(k) plans cover a similar participant headcount to Fallon Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 464606137.

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.