401(k) · DOL Form 5500 · 2022

Donahue Fitzgerald LLP 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
89
Participants Small participant base
85th
Percentile by assets National rank
$425,575
Avg per participant High balance/head
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Official DOL plan name: Donahue Fitzgerald LLP 401(k) Profit Sharing Plan · Sponsored by Donahue Fitzgerald LLP · California · Professional & Technical Services

$38M in assets, 89 participants

Donahue Fitzgerald LLP's Donahue Fitzgerald LLP 401(k) Profit Sharing Plan reported $38M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,612 in Professional & Technical Services (21,562 peers)

Where Donahue Fitzgerald LLP 401(k) Profit Sharing Plan sits by assets

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $38M for 89 participants (~$425,575/participant), down 20.3% in 2022.

#18,612
in Professional & Technical Services (21,562 peers)
-20.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan's outsized position by total assets

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$37,876,163 Top 15% higher than 85% 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

Donahue Fitzgerald LLP 401(k) Profit Sharing 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. Donahue Fitzgerald LLP 401(k) Profit Sharing Plan is a small filing (89 participants) on this national headcount ladder.

DOL schedule card

Filing strip 941242088 · Donahue Fitzgerald LLP PY 2022 · 401(k)

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan · $38M · 89 · 85th

  • NET $38M
  • NET 89
  • NET 85th
  • NET 401(k)
  • NET near Retirement Savings Plan for Employees of Datacolor Inc.
  • NET ind #18612

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 California →

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Donahue Fitzgerald LLP 401(k) Profit Sharing PlanDonahue Fitzgerald LLP 401(k…$38MRetirement Savings Plan for Employees of Datacolor Inc.Retirement Savings Plan for …$38MThe Paducah Bank & Trust Company, Inc. 401(k) and Employee Stock Ownership PlanThe Paducah Bank & Trust Com…$38MKurt Manufacturing Company Retirement & Savings PlanKurt Manufacturing Company R…$38MMithun, Inc. Profit Sharing 401(k) Plan & TrustMithun, Inc. Profit Sharing …$38M
End-of-year total assets ($M) among Donahue Fitzgerald LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$38M
Net Income-$10M
Employer EIN941242088
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donahue Fitzgerald LLP)

Sponsor-wide plan assets over time

All Donahue Fitzgerald LLP plans reported in each filing year

Latest sponsor-wide plan assets
$53M 39.56776455946712% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.9M $52.9M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 89 $38M
2023 1 90 $46M
2024 1 87 $53M

Nearby 401(k) Plans in California

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

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Donahue Fitzgerald LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.037876163 · Participants: 89Donahue Fitzgerald LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Donahue Fitzgerald LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Donahue Fitzgerald LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retirement Savings Plan for Employees of Datacolor Inc. in NJ ($38M); by covered participants it is Timberline Hospitalities, LLC Pension Plan in WY (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Donahue Fitzgerald LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Donahue Fitzgerald LLP 401(k) Profit Sharing Plan declined sharply - down 20.3% during 2022, from $48M to $38M. Reported net income was -$10M.
How have Donahue Fitzgerald LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donahue Fitzgerald LLP's sponsor-wide assets grew 39.6%, from $38M to $53M.
Where does Donahue Fitzgerald LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Donahue Fitzgerald LLP 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Donahue Fitzgerald LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan for Employees of Datacolor Inc. in NJ ($38M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Donahue Fitzgerald LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timberline Hospitalities, LLC Pension Plan in WY (89 participants, N/A in assets).

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 941242088.

Read our methodology - how this data is sourced, computed, and verified.

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