Profit Sharing · DOL Form 5500 · 2024

Falcon Wealth Management Inc. Profit Sharing Plan

Data updated 2026-08-25

$628K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$627,984
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Falcon Wealth Management Inc. Retirement Plan · Sponsored by Falcon Wealth Management Inc. · Oklahoma · Management of Enterprises

$628K in assets, 1 participants

Falcon Wealth Management Inc.'s Falcon Wealth Management Inc. Retirement Plan reported $628K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #152 in Management of Enterprises (1,133 peers)

What the 2024 filing shows

Falcon Wealth Management Inc. Retirement Plan holds $628K for 1 participant - about $627,984 per participant, among the smaller plans by assets on file.

#152
in Management of Enterprises (1,133 peers)
$628K
reported net income

Falcon Wealth Management Inc. Retirement Plan among the smaller filed plans by assets

Falcon Wealth Management Inc. Retirement Plan vs every filed plan by assets

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

$627,984 19th percentile higher than 19% 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

Falcon Wealth Management Inc. Retirement 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. Falcon Wealth Management Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 994074823 · Falcon Wealth Management Inc. PY 2024 · Profit Sharing

Falcon Wealth Management Inc. Retirement Plan · $628K · 1 · 19th

  • NET $628K
  • BOOK 1
  • VS-ST 19th
  • BOY Profit Sharing
  • SCH near Mitchell J. Lipcon Profit Sharing Keogh Plan
  • EBSA ind #152

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 Management of Enterprises retirement plans → · Plans in Oklahoma →

Falcon Wealth Management Inc. Retirement Plan in the asset neighbourhood

Falcon Wealth Management Inc. Retirement PlanFalcon Wealth Management Inc…$628KMitchell J. Lipcon Profit Sharing Keogh PlanMitchell J. Lipcon Profit Sh…$628KElite Venture Corp. Retirement PlanElite Venture Corp. Retireme…$628KWjucnu Holding Inc. Retirement PlanWjucnu Holding Inc. Retireme…$628KPenelope's Friends Inc. Retirement PlanPenelope's Friends Inc. Reti…$628K
End-of-year total assets ($M) among Falcon Wealth Management Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$628K
Net Income$628K
Employer EIN994074823
Plan Effective Date2024-07-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oklahoma

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Falcon Wealth Management Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Falcon Wealth Management Inc. Retirement Plan, Total assets ($M): 0.627984 · Participants: 1Falcon Wealth Management Inc. Retirement PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 144.557245 · Participants: 788Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 47.023351 · Participants: 1086Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 27.709865 · Participants: 156Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 23.802158 · Participants: 11Veenker Resources, Inc. Profit Sharing PlanMesser-Bowers Profit Sharing Plan, Total assets ($M): 9.902894 · Participants: 39Messer-Bowers Profit Sharing Plan
Falcon Wealth Management Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare Falcon Wealth Management Inc. Retirement Plan side-by-side with 3 peers →

Falcon Wealth Management Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is Mitchell J. Lipcon Profit Sharing Keogh Plan in FL ($628K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($628K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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

Where does Falcon Wealth Management Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Falcon Wealth Management Inc. Retirement Plan ranks in the 19th 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 Profit Sharing plans are similar in size to Falcon Wealth Management Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mitchell J. Lipcon Profit Sharing Keogh Plan in FL ($628K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Falcon Wealth Management Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 994074823.

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.