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

Fehr-Graham & Associates 401(k) Profit Sharing Plan

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

Sponsored by Fehr-Graham & Associates LLC · Illinois · Professional & Technical Services

What the 2023 filing shows

Fehr-Graham & Associates 401(k) Profit Sharing Plan holds $20M for 181 participants — about $113,143 per participant, down 11.7% over the 2022 plan year.

$20M
total plan assets (2022 EOY)
181
covered participants
$113,143
avg assets per participant
-11.7%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$20M
Participants
181
State
Industry
Professional & Technical Services

What the Filing Says About Fehr-Graham & Associates 401(k) Profit Sharing Plan

Fehr-Graham & Associates 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Fehr-Graham & Associates LLC, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 181 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 362780335, and the plan has been effective since 1977-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $20M at year-end — a decline of 11.7%. Net assets (after liabilities) closed the year at $20M, with reported net income of $-2,725,677 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 1 prior plan-year filing 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)$23M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$-2,725,677
Plan Type401(k)
Employer EIN362780335
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fehr-Graham & Associates LLC)

Year Plans Participants Total Assets
2022 1 181 $20M
2023 2 402 $25M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Fehr-Graham & Associates 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Fehr-Graham & Associates 401(k) Profit Sharing Plan holds $20M in total assets with 181 participants. It is sponsored by Fehr-Graham & Associates LLC.
What type of plan is Fehr-Graham & Associates 401(k) Profit Sharing Plan?
Fehr-Graham & Associates 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1977-01-01. The plan is filed with the U.S. Department of Labor under EIN 362780335.
Who sponsors the Fehr-Graham & Associates 401(k) Profit Sharing Plan?
Fehr-Graham & Associates 401(k) Profit Sharing Plan is sponsored by Fehr-Graham & Associates LLC, located in Illinois. The sponsor's EIN is 362780335 and the plan operates in the Professional & Technical Services industry.
How did Fehr-Graham & Associates 401(k) Profit Sharing Plan perform in 2022?
Fehr-Graham & Associates 401(k) Profit Sharing Plan declined by 11.7% during 2022, moving from $23M to $20M in total assets. Net income was $-2,725,677.
Where can I find official filings for Fehr-Graham & Associates 401(k) Profit Sharing Plan?
Official Form 5500 filings for Fehr-Graham & Associates 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 362780335 or plan name at efast.dol.gov.
How does Fehr-Graham & Associates 401(k) Profit Sharing Plan compare to other plans?
You can compare Fehr-Graham & Associates 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Illinois 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 362780335.

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.