Profit Sharing · DOL Form 5500 · 2024

Falk & Klebanoff, P.C. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$214,891
Avg per participant Above avg balance/head
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Official DOL plan name: Falk & Klebanoff, P.C. Retirement Plan · Sponsored by Falk & Klebanoff, P.C. · New York · Other Services

$1M in assets, 5 participants

Falk & Klebanoff, P.C.'s Falk & Klebanoff, P.C. Retirement Plan reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,697 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Falk & Klebanoff, P.C. Retirement Plan ranks #3,697 of 7,719 2024 filers by assets (1868% of the sector average)-$1M for 5 participants.

#3,697
in Other Services (7,719 peers)
+26.7%
assets growth YoY

Falk & Klebanoff, P.C. Retirement Plan among the smaller filed plans by assets

Falk & Klebanoff, P.C. Retirement Plan vs every filed plan by assets

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

$1,074,454 24th percentile higher than 24% 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

Falk & Klebanoff, P.C. 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. Falk & Klebanoff, P.C. Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Falk & Klebanoff, P.C. Retirement Plan reported net income rose from $80K in the plan year 2023 filing to $227K in the plan year 2024 filing.
  • Falk & Klebanoff, P.C. Retirement Plan end-of-year assets rose from $848K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Falk & Klebanoff, P.C. Retirement Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 113280937 · Falk & Klebanoff, P.C. PY 2024 · Profit Sharing

Falk & Klebanoff, P.C. Retirement Plan · $1M · 5 · 24th

  • PART $1M
  • PART 5
  • PART 24th
  • PART Profit Sharing
  • PART near H & S Washington, Inc. Retirement Plan
  • PART ind #3697

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 Other Services retirement plans → · Plans in New York →

Falk & Klebanoff, P.C. Retirement Plan in the asset neighbourhood

Falk & Klebanoff, P.C. Retirement PlanFalk & Klebanoff, P.C. Retir…$1MH & S Washington, Inc. Retirement PlanH & S Washington, Inc. Retir…$1MHvac Solutions, Inc. 401(k) Plan and TrustHvac Solutions, Inc. 401(k) …$1ME. Rivera Jimenez Profitsharing PlanE. Rivera Jimenez Profitshar…$1MFiretech Engineering, Inc. Profit Sharing PlanFiretech Engineering, Inc. P…$1M
End-of-year total assets ($M) among Falk & Klebanoff, P.C. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$848K
Net Assets (End of Year)$1M
Net Income$227K
Employer EIN113280937
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Falk & Klebanoff, P.C.)

Sponsor-wide plan assets over time

All Falk & Klebanoff, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 39.855517663291074% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.77M $1.07M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 5 $768K
2023 1 4 $848K
2024 1 5 $1M

Nearby Profit Sharing Plans in New York

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

Falk & Klebanoff, P.C. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Falk & Klebanoff, P.C. Retirement Plan, Total assets ($B): 0.001074454 · Participants: 5Falk & Klebanoff, P.C. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Falk & Klebanoff, P.C. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Falk & Klebanoff, P.C. Retirement Plan side-by-side with 3 peers →

Falk & Klebanoff, P.C. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is H & S Washington, Inc. Retirement Plan in WA ($1M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (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 Falk & Klebanoff, P.C. Retirement Plan assets move in 2024? ▼
Falk & Klebanoff, P.C. Retirement Plan grew sharply - up 26.7% during 2024, from $848K to $1M. Reported net income was $227K.
How have Falk & Klebanoff, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Falk & Klebanoff, P.C.'s sponsor-wide assets grew 39.9%, from $768K to $1M.
Where does Falk & Klebanoff, P.C. Retirement Plan rank by assets among Form 5500 filers? ▼
Falk & Klebanoff, P.C. Retirement Plan ranks in the 24th 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 Falk & Klebanoff, P.C. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is H & S Washington, Inc. Retirement Plan in WA ($1M, 29 participants).
Which Profit Sharing plans cover a similar participant headcount to Falk & Klebanoff, P.C. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K 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 113280937.

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.