401(k)
2022 plan-year 401(k) DOL Form 5500

Fisher Group De, LLC Employees 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Fisher Group De, LLC · Utah · Wholesale Trade

What the 2023 filing shows

Fisher Group De, LLC Employees 401(k) Savings Plan holds $9M for 152 participants — about $61,554 per participant, down 13.0% over the 2022 plan year.

$9M
total plan assets (2022 EOY)
152
covered participants
$61,554
avg assets per participant
-13.0%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$9M
Participants
152
State
Industry
Wholesale Trade

What the Filing Says About Fisher Group De, LLC Employees 401(k) Savings Plan

Fisher Group De, LLC Employees 401(k) Savings Plan is a 401(k) retirement plan sponsored by Fisher Group De, LLC, headquartered in Utah. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 152 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 260622293, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2022 to $9M at year-end — a decline of 13.0%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-1,399,292 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-1,399,292
Plan Type401(k)
Employer EIN260622293
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fisher Group De, LLC)

Year Plans Participants Total Assets
2022 1 152 $9M
2023 1 135 $10M
2024 1 139 $11M

Nearby 401(k) Plans in Utah

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Frequently Asked Questions

How much money is in the Fisher Group De, LLC Employees 401(k) Savings Plan?
As of the 2022 Form 5500 filing, Fisher Group De, LLC Employees 401(k) Savings Plan holds $9M in total assets with 152 participants. It is sponsored by Fisher Group De, LLC.
What type of plan is Fisher Group De, LLC Employees 401(k) Savings Plan?
Fisher Group De, LLC Employees 401(k) Savings Plan is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 260622293.
Who sponsors the Fisher Group De, LLC Employees 401(k) Savings Plan?
Fisher Group De, LLC Employees 401(k) Savings Plan is sponsored by Fisher Group De, LLC, located in Utah. The sponsor's EIN is 260622293 and the plan operates in the Wholesale Trade industry.
How did Fisher Group De, LLC Employees 401(k) Savings Plan perform in 2022?
Fisher Group De, LLC Employees 401(k) Savings Plan declined by 13.0% during 2022, moving from $11M to $9M in total assets. Net income was $-1,399,292.
Where can I find official filings for Fisher Group De, LLC Employees 401(k) Savings Plan?
Official Form 5500 filings for Fisher Group De, LLC Employees 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 260622293 or plan name at efast.dol.gov.
How does Fisher Group De, LLC Employees 401(k) Savings Plan compare to other plans?
You can compare Fisher Group De, LLC Employees 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Utah on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 260622293.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.