401(k) · DOL Form 5500 · 2024
Usfalcon, Inc. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 225
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $147,428
- Avg per participant Above avg balance/head
Official DOL plan name: Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Usfalcon, Inc. · North Carolina · Professional & Technical Services
$33M in assets, 225 participants
Usfalcon, Inc.'s Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust reported $33M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #15,951 in Professional & Technical Services (20,173 peers)
Coverage in North Carolina
Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust covers 225 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $33M.
- #15,951
- in Professional & Technical Services (20,173 peers)
- +7.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,171,406 Top 21% higher than 79% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust 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. Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (225 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 281 in the plan year 2023 filing to 225 in the plan year 2024 filing.
- Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $31M in the plan year 2023 filing to $33M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 043468856 · Usfalcon, Inc. PY 2024 · 401(k)
Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust · $33M · 225 · 79th
- NET $33M
- NET 225
- NET 79th
- NET 401(k)
- NET near Virginia Dare Extract Company, Inc. 401(k) Plan
- NET ind #15951
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $2M |
| Employer EIN | 043468856 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Usfalcon, Inc.)
Sponsor-wide plan assets over time
All Usfalcon, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $33M 16.631871970143504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 332 | $28M |
| 2023 | 1 | 281 | $31M |
| 2024 | 1 | 225 | $33M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Virginia Dare Extract Company, Inc. 401(k) Plan in NJ ($33M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Virginia Dare Extract Company, Inc. 401(k) Plan (NJ) $33M · 161
- Careismatic Brands, Inc. 401(k) Plan (CA) $33M · 784
- Greenpoint Technologies, Inc. 401(k) Plan (WA) $33M · 355
- Milsco Retirement Plan (WI) $33M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.
- West-Mark Retirement Plan (CA) 225 · 0 off
- Race Rock 401(k) Plan (TX) 225 · 0 off
- The Corporation of Fine Arts Museums 401(k) Plan (CA) 225 · 0 off
- Aunalytics 401(k) Retirement Savings Plan (IN) 225 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.