401(k) · DOL Form 5500 · 2024

Fallon Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$719,680
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Fallon Holdings, Inc. 401(k) Plan · Sponsored by Fallon Holdings, Inc. · Kentucky · Finance & Insurance

$3M in assets, 4 participants

Fallon Holdings, Inc.'s Fallon Holdings, Inc. 401(k) Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,863 in Finance & Insurance (8,549 peers)

2024 asset change

Fallon Holdings, Inc. 401(k) Plan surged 169.8% in 2024 ($1M → $3M) for 4 participants.

#1,863
in Finance & Insurance (8,549 peers)
+169.8%
assets growth YoY

Fallon Holdings, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$2,878,721 34th percentile higher than 34% 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 (4 participants), the leftmost band.

EBSA filing schedule strip

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

Fallon Holdings, Inc. 401(k) Plan · $3M · 4 · 34th

  • NET $3M
  • BOOK 4
  • VS-ST 34th
  • BOY 401(k)
  • SCH near Friday Milner Lambert Turner 401(k) P/S Plan
  • EBSA ind #1863

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)…$3MFriday Milner Lambert Turner 401(k) P/S PlanFriday Milner Lambert Turner…$3MFernleaf Community Charter School 401(k) PspFernleaf Community Charter S…$3MMuir Brothers Funeral Home, Inc. 401(k) Profit Sharing PlanMuir Brothers Funeral Home, …$3MFoundation 2 401(k) Plan$3M
End-of-year total assets ($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)$1M
Net Assets (End of Year)$3M
Net Income$2M
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): 0.002878721 · Participants: 4Fallon 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 Friday Milner Lambert Turner 401(k) P/S Plan in TX ($3M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 surged - up 169.8% during 2024, from $1M to $3M. Reported net income was $2M.
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 Friday Milner Lambert Turner 401(k) P/S Plan in TX ($3M, 13 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 Jab Investments, Inc. 401(k) Plan in WI (4 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.