ESOP · DOL Form 5500 · 2023

Falcon Foundry Company ESOP

Data updated 2026-08-25

$664K
Total assets Small plan by assets
61
Participants Small participant base
20th
Percentile by assets National rank
$10,882
Avg per participant Low balance/head
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Official DOL plan name: Falcon Foundry Company Employee Stock Ownership Plan · Sponsored by Falcon Foundry Company · Ohio · Manufacturing

$664K in assets, 61 participants

Falcon Foundry Company's Falcon Foundry Company Employee Stock Ownership Plan reported $664K in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,582 in Manufacturing (18,722 peers)

2023 asset change

Falcon Foundry Company Employee Stock Ownership Plan pulled back noticeably 13.8% in 2023 ($770K → $664K) for 61 participants.

#1,582
in Manufacturing (18,722 peers)
-13.8%
assets change YoY

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.

Falcon Foundry Company Employee Stock Ownership Plan among the smaller filed plans by assets

Falcon Foundry Company Employee Stock Ownership Plan vs every filed plan by assets

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

$663,790 20th percentile higher than 20% 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

Falcon Foundry Company Employee Stock Ownership 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. Falcon Foundry Company Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Falcon Foundry Company Employee Stock Ownership Plan reported net income fell from -$86K in the plan year 2022 filing to -$106K in the plan year 2023 filing.
  • Falcon Foundry Company Employee Stock Ownership Plan end-of-year assets fell from $770K in the plan year 2022 filing to $664K in the plan year 2023 filing.
  • Falcon Foundry Company Employee Stock Ownership Plan reported participants fell from 65 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 340758814 · Falcon Foundry Company PY 2023 · ESOP

Falcon Foundry Company Employee Stock Ownership Plan · $664K · 61 · 20th

  • RANK $664K
  • PHOTO 61
  • IND 20th
  • EOY ESOP
  • 5500 near Barnes Electrical Contracting, Inc. ESOP
  • ASSETS ind #1582

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 What is an ESOP? → · Plans in Ohio →

Falcon Foundry Company Employee Stock Ownership Plan in the asset neighbourhood

Barnes Electrical Contracting, Inc. ESOPBarnes Electrical Contractin…$666KCentrexit Employee Stock Ownership PlanCentrexit Employee Stock Own…$670KFalcon Foundry Company Employee Stock Ownership PlanFalcon Foundry Company Emplo…$664KWine Way, Inc. Employee Stock Ownership PlanWine Way, Inc. Employee Stoc…$661KAres Holding Corporation Employee Stock Ownership PlanAres Holding Corporation Emp…$659K
End-of-year total assets ($M) among Falcon Foundry Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Falcon Foundry Company years around the 2023 move

Sponsor-wide plan assets over time

All Falcon Foundry Company plans reported in each filing year

Latest sponsor-wide plan assets
$736K 4.392846384760006% vs 2022
2024 filing year
$0.6M$0.65M$0.7M$0.75M$0.8M 202220232024 $0.77M $0.74M ▼ -3.9%
Year Plans Participants Total Assets
2022 1 65 $770K
2023 1 61 $664K
2024 1 60 $736K

2023 asset-move particulars

Total Assets (Beginning of Year)$770K
Net Assets (End of Year)$664K
Net Income-$106K
Employer EIN340758814
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

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

Falcon Foundry Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Falcon Foundry Company Employee Stock Ownership Plan, Total assets ($B): 0.00066379 · Participants: 61Falcon Foundry Company Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Container Corporation Employee Stock Ownership Plan
Falcon Foundry Company Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Falcon Foundry Company Employee Stock Ownership Plan side-by-side with 3 peers →

Falcon Foundry Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Barnes Electrical Contracting, Inc. ESOP in CO ($666K); by covered participants it is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Falcon Foundry Company Employee Stock Ownership Plan assets move in 2023? ▼
Falcon Foundry Company Employee Stock Ownership Plan pulled back noticeably - down 13.8% during 2023, from $770K to $664K. Reported net income was -$106K.
How have Falcon Foundry Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Falcon Foundry Company's sponsor-wide assets declined 4.4%, from $770K to $736K.
Where does Falcon Foundry Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Falcon Foundry Company Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Falcon Foundry Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Barnes Electrical Contracting, Inc. ESOP in CO ($666K, 69 participants).
Which ESOP plans cover a similar participant headcount to Falcon Foundry Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants, $4M 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 340758814.

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.