401(k) · DOL Form 5500 · 2022

Fogelman Properties 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
598
Participants Below avg headcount
75th
Percentile by assets National rank
$28,764
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fogelman Properties 401(k) Plan · Sponsored by Fogelman Properties · Tennessee · Real Estate

$17M in assets, 598 participants

Fogelman Properties's Fogelman Properties 401(k) Plan reported $17M in total assets and 598 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,436 in Real Estate (5,057 peers)

Where Fogelman Properties 401(k) Plan sits by assets

Fogelman Properties 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 598 participants (~$28,764/participant), down 14.4% in 2022.

#4,436
in Real Estate (5,057 peers)
-14.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Fogelman Properties 401(k) Plan's outsized position by total assets

Fogelman Properties 401(k) Plan vs every filed plan by assets

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

$17,200,923 Top 25% higher than 75% 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

Fogelman Properties 401(k) 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. Fogelman Properties 401(k) Plan sits mid-pack in the medium band (598 participants).

EBSA filing schedule strip

Filing strip 621773993 · Fogelman Properties PY 2022 · 401(k)

Fogelman Properties 401(k) Plan · $17M · 598 · 75th

  • IND $17M
  • EOY 598
  • 5500 75th
  • ASSETS 401(k)
  • PCT near Pacific Mobile Structures, Inc. 401(k) Retirement Plan
  • EIN ind #4436

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 Real Estate retirement plans → · Plans in Tennessee →

Fogelman Properties 401(k) Plan in the asset neighbourhood

Fogelman Properties 401(k) PlanFogelman Properties 401(k) P…$17MPacific Mobile Structures, Inc. 401(k) Retirement PlanPacific Mobile Structures, I…$17MMethodist Children's Home Employees Retirement PlanMethodist Children's Home Em…$17MEig Management Company, LLC 401(k) PlanEig Management Company, LLC …$17MUnity Bank Employees Saving and Profit Sharing Plan and TrustUnity Bank Employees Saving …$17M
End-of-year total assets ($M) among Fogelman Properties 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN621773993
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fogelman Properties)

Sponsor-wide plan assets over time

All Fogelman Properties plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.59956904638199% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $23M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 598 $17M
2023 1 601 $20M
2024 1 656 $23M

Nearby 401(k) Plans in Tennessee

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

Fogelman Properties 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Fogelman Properties 401(k) Plan, Total assets ($B): 0.017200923 · Participants: 598Fogelman Properties 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Fogelman Properties 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Fogelman Properties 401(k) Plan side-by-side with 3 peers →

Fogelman Properties 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Pacific Mobile Structures, Inc. 401(k) Retirement Plan in WA ($17M); by covered participants it is Sac Wireless, LLC 401(k) Profit Sharing Plan in IL (598 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (598 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 Fogelman Properties 401(k) Plan assets move in 2022? ▼
Fogelman Properties 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Fogelman Properties plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fogelman Properties's sponsor-wide assets grew 33.6%, from $17M to $23M.
Where does Fogelman Properties 401(k) Plan rank by assets among Form 5500 filers? ▼
Fogelman Properties 401(k) Plan ranks in the 75th 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 Fogelman Properties 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Mobile Structures, Inc. 401(k) Retirement Plan in WA ($17M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Fogelman Properties 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sac Wireless, LLC 401(k) Profit Sharing Plan in IL (598 participants, $32M 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 621773993.

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.