401(k) · DOL Form 5500 · 2022

Fitzpatrick's, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
43rd
Percentile by assets National rank
$183,357
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fitzpatrick's, Inc. 401(k) Plan · Sponsored by Fitzpatrick's, Inc. · Connecticut · Retail Trade

$3M in assets, 19 participants

Fitzpatrick's, Inc.'s Fitzpatrick's, Inc. 401(k) Plan reported $3M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,014 in Retail Trade (9,519 peers)

Fitzpatrick's, Inc. multi-year trail

Fitzpatrick's, Inc.'s plans moved +24.7% in assets from 2022 to 2024; this filing shows Fitzpatrick's, Inc. 401(k) Plan at $3M / 19 participants.

#5,014
in Retail Trade (9,519 peers)
-14.1%
assets change YoY

The plan reported a net loss of $570K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fitzpatrick's, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Fitzpatrick's, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,483,777 43rd percentile higher than 43% of 139,123 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 2022

Fitzpatrick's, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fitzpatrick's, Inc. 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

DOL schedule card

Filing strip 060836653 · Fitzpatrick's, Inc. PY 2022 · 401(k)

Fitzpatrick's, Inc. 401(k) Plan · $3M · 19 · 43rd

  • 5500 $3M
  • 5500 19
  • 5500 43rd
  • 5500 401(k)
  • 5500 near Choice Financial Group, LLC 401(k) Plan
  • 5500 ind #5014

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 Retail Trade retirement plans → · Plans in Connecticut →

Fitzpatrick's, Inc. 401(k) Plan in the asset neighbourhood

Fitzpatrick's, Inc. 401(k) PlanFitzpatrick's, Inc. 401(k) P…$3MChoice Financial Group, LLC 401(k) PlanChoice Financial Group, LLC …$3MGeweke Real Estate 401(k) PlanGeweke Real Estate 401(k) Pl…$3MServefed, Inc. 401(k) Plan$3MHeartland Fabrication, LLC 401(k) PlanHeartland Fabrication, LLC 4…$3M
End-of-year total assets ($M) among Fitzpatrick's, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Fitzpatrick's, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fitzpatrick's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.668628330688218% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.48M $4.34M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 21 $4M
2024 1 21 $4M

Fitzpatrick's, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$570K
Employer EIN060836653
Plan Effective Date1967-07-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Fitzpatrick's, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Fitzpatrick's, Inc. 401(k) Plan, Total assets ($B): 0.003483777 · Participants: 19Fitzpatrick's, Inc. 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Fitzpatrick's, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

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

Outside Connecticut, the nearest 401(k) by assets is Choice Financial Group, LLC 401(k) Plan in VA ($3M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fitzpatrick's, Inc. 401(k) Plan assets move in 2022?
Fitzpatrick's, Inc. 401(k) Plan pulled back noticeably - down 14.1% during 2022, from $4M to $3M. Reported net income was -$570K.
How have Fitzpatrick's, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Fitzpatrick's, Inc.'s sponsor-wide assets grew 24.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Fitzpatrick's, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Choice Financial Group, LLC 401(k) Plan in VA ($3M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Fitzpatrick's, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M in assets).