401(k) · DOL Form 5500 · 2022
Dealer-Fx, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 152
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $12,492
- Avg per participant Low balance/head
Official DOL plan name: Dealer-Fx, Inc. Retirement Saving Plan · Sponsored by Dealer-Fx, Inc. · · Professional & Technical Services
$2M in assets, 152 participants
Dealer-Fx, Inc.'s Dealer-Fx, Inc. Retirement Saving Plan reported $2M in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.
- #6,367 in Professional & Technical Services (21,562 peers)
2022 asset change
Dealer-Fx, Inc. Retirement Saving Plan declined sharply 17.0% in 2022 ($2M → $2M) for 152 participants.
- #6,367
- in Professional & Technical Services (21,562 peers)
- -17.0%
- assets change YoY
The plan reported a net loss of $366K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dealer-Fx, Inc. Retirement Saving Plan among the smaller filed plans by assets
Dealer-Fx, Inc. Retirement Saving Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,898,759 33rd percentile higher than 33% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Dealer-Fx, Inc. Retirement Saving Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dealer-Fx, Inc. Retirement Saving Plan sits mid-pack in the medium band (152 participants).
Published 5500 schedule card
Filing strip 261252505 · Dealer-Fx, Inc. PY 2022 · 401(k)
Dealer-Fx, Inc. Retirement Saving Plan · $2M · 152 · 33rd
- RANK $2M
- RANK 152
- RANK 33rd
- RANK 401(k)
- RANK near King Ocean Agency Inc 401(k) Plan
- RANK ind #6367
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 →
Dealer-Fx, Inc. Retirement Saving Plan in the asset neighbourhood
Dealer-Fx, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Dealer-Fx, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $2M |
| 2023 | 1 | 118 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$366K |
| Employer EIN | 261252505 |
| Plan Effective Date | 2017-12-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Magna Group of Companies Retirement Savings Plans $2.1B · 22,890
- Transcanada 401(k) and Savings Plan $832M · 2,989
- Four Seasons Hotels Retirement Benefit Plan $747M · 13,795
- Transocean U.S. Savings Plan $626M · 1,993
- Domtar US Salaried 401(k) Plan $535M · 1,532
Dealer-Fx, Inc. Retirement Saving Plan's out-of-state 401(k) peers by assets and headcount
Outside this state, the nearest 401(k) by assets is King Ocean Agency Inc 401(k) Plan in FL ($2M); by covered participants it is Advanced Technologies and Laboratories (Atl) International, Inc. 401(k) Plan in MD (152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (152 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.