401(k) · DOL Form 5500 · 2023
Falcon Foundry Company Employee Stock Ownership Plan
Data updated 2026-05-15
- $664K
- Total assets
- 61
- Participants
- 20th
- Percentile by assets
- $10,882
- Avg per participant
Sponsored by Falcon Foundry Company · Ohio · Manufacturing
What the 2023 filing shows
Falcon Foundry Company Employee Stock Ownership Plan holds $664K for 61 participants - about $10,882 per participant, among the smaller plans by assets on file, down 13.8% over the 2023 plan year.
- $664K
- total plan assets (2023 EOY)
- 61
- covered participants
- 20th
- percentile by assets (of 126,618 plans)
- $10,882
- avg assets per participant
The plan reported a net loss of $106K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) · DOL Form 5500 · 2023
What the Filing Says About Falcon Foundry Company Employee Stock Ownership Plan
Falcon Foundry Company Employee Stock Ownership Plan is a 401(k) retirement plan sponsored by Falcon Foundry Company, headquartered in Ohio. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $664K in total end-of-year assets and covers 61 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 340758814, and the plan has been effective since 1997-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $770K at the beginning of 2023 to $664K at year-end - down 13.8%. Net assets (after liabilities) closed the year at $664K, with reported net income of -$106K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Across the 2 plan years Falcon Foundry Company has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $770K to $664K, a decline of 13.8%, while reported participants moved from 65 to 61 (-6.2%). Year-by-year, sponsor-wide filings show: 2022 - $770K in assets across 1 plan covering 65 participants; 2023 - $664K in assets across 1 plan covering 61 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Falcon Foundry Company Employee Stock Ownership Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $770K |
|---|---|
| Total Assets (End of Year) | $664K |
| Net Assets (End of Year) | $664K |
| Net Income | -$106K |
| Plan Type | 401(k) |
| Employer EIN | 340758814 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Falcon Foundry Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $770K |
| 2023 | 1 | 61 | $664K |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- GE Retirement Savings Plan $19.5B · 59,766
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Marathon Petroleum Thrift Plan $7.5B · 17,818
Frequently Asked Questions
How much money is in the Falcon Foundry Company Employee Stock Ownership Plan? ▼
What type of plan is Falcon Foundry Company Employee Stock Ownership Plan? ▼
Who sponsors the Falcon Foundry Company Employee Stock Ownership Plan? ▼
How did Falcon Foundry Company Employee Stock Ownership Plan perform in 2023? ▼
What this filing means
Ways to act on Falcon Foundry Company Employee Stock Ownership Plan's numbers.
- By total assets, Falcon Foundry Company Employee Stock Ownership Plan ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Falcon Foundry Company's sponsor-wide assets have declined 13.8% since 2022 across 2 plan years on file. More Manufacturing plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 340758814.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.