401(k) · DOL Form 5500 · 2024

Phalcon Ltd. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
258
Participants Below avg headcount
88th
Percentile by assets National rank
$284,829
Avg per participant High balance/head
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Official DOL plan name: Phalcon, Ltd. 401(k) Plan · Sponsored by Phalcon Ltd. · Connecticut · Construction

$73M in assets, 258 participants

Phalcon Ltd.'s Phalcon, Ltd. 401(k) Plan reported $73M in total assets and 258 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,788 in Construction (9,039 peers)

Coverage in Connecticut

Phalcon, Ltd. 401(k) Plan covers 258 participants in Connecticut, about 36% of the average Connecticut filer (state average ~718 per filing). Assets: $73M.

#7,788
in Construction (9,039 peers)
+8.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Phalcon, Ltd. 401(k) Plan's outsized position by total assets

Phalcon, Ltd. 401(k) Plan vs every filed plan by assets

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

$73,485,929 Top 12% higher than 88% 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

Phalcon, Ltd. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phalcon, Ltd. 401(k) Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phalcon, Ltd. 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Phalcon, Ltd. 401(k) Plan end-of-year assets rose from $68M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Phalcon, Ltd. 401(k) Plan reported participants rose from 248 in the plan year 2023 filing to 258 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 208104883 · Phalcon Ltd. PY 2024 · 401(k)

Phalcon, Ltd. 401(k) Plan · $73M · 258 · 88th

  • BOOK $73M
  • VS-ST 258
  • BOY 88th
  • SCH 401(k)
  • EBSA near Technic, Inc. 401(k) Plan
  • PART ind #7788

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 Construction retirement plans → · Plans in Connecticut →

Phalcon, Ltd. 401(k) Plan in the asset neighbourhood

Brewer Science, Inc. 401(k) PlanBrewer Science, Inc. 401(k) …$74MPhalcon, Ltd. 401(k) Plan$73MTechnic, Inc. 401(k) Plan$73MCovenant Care 401(k) Plan$73MMaxlinear, Inc. 401(k) Profit Sharing PlanMaxlinear, Inc. 401(k) Profi…$73M
End-of-year total assets ($M) among Phalcon, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$73M
Net Income$6M
Employer EIN208104883
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phalcon Ltd.)

Sponsor-wide plan assets over time

All Phalcon Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 23.669603425701474% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $59.4M $73.5M ▲ +23.7%
Year Plans Participants Total Assets
2022 1 290 $59M
2023 1 248 $68M
2024 1 258 $73M

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Phalcon, Ltd. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Phalcon, Ltd. 401(k) Plan, Total assets ($B): 0.073485929 · Participants: 258Phalcon, Ltd. 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Phalcon, Ltd. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Phalcon, Ltd. 401(k) Plan side-by-side with 3 peers →

Phalcon, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Technic, Inc. 401(k) Plan in RI ($73M); by covered participants it is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Phalcon, Ltd. 401(k) Plan assets move in 2024? ▼
Phalcon, Ltd. 401(k) Plan grew at a solid clip - up 8.4% during 2024, from $68M to $73M. Reported net income was $6M.
How have Phalcon Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phalcon Ltd.'s sponsor-wide assets grew 23.7%, from $59M to $73M.
Where does Phalcon, Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Phalcon, Ltd. 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Phalcon, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Technic, Inc. 401(k) Plan in RI ($73M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Phalcon, Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Momomilk, LLC 401(k) Profit Sharing Plan in NY (258 participants, $3M 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 208104883.

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.