401(k) · DOL Form 5500 · 2022

Farrell Fritz, P.C. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
149
Participants Small participant base
90th
Percentile by assets National rank
$456,193
Avg per participant High balance/head
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Official DOL plan name: Farrell Fritz, P.C. 401(k) Profit Sharing Plan · Sponsored by Farrell Fritz, P.C. · New York · Professional & Technical Services

$68M in assets, 149 participants

Farrell Fritz, P.C.'s Farrell Fritz, P.C. 401(k) Profit Sharing Plan reported $68M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #19,729 in Professional & Technical Services (21,562 peers)

Coverage in New York

Farrell Fritz, P.C. 401(k) Profit Sharing Plan covers 149 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $68M.

#19,729
in Professional & Technical Services (21,562 peers)
-23.1%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Farrell Fritz, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Farrell Fritz, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$67,972,694 Top 10% higher than 90% 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

Farrell Fritz, P.C. 401(k) Profit Sharing 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. Farrell Fritz, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (149 participants).

Published 5500 schedule card

Filing strip 061620161 · Farrell Fritz, P.C. PY 2022 · 401(k)

Farrell Fritz, P.C. 401(k) Profit Sharing Plan · $68M · 149 · 90th

  • EBSA $68M
  • EBSA 149
  • EBSA 90th
  • EBSA 401(k)
  • EBSA near American Equity Investment Profit Sharing and 401(k) Plan
  • EBSA ind #19729

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 New York →

Farrell Fritz, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Food 4 Less Salary Savings PlanFood 4 Less Salary Savings P…$68MSummit Electric Supply Co. 401(k) PlanSummit Electric Supply Co. 4…$68MAmerican Equity Investment Profit Sharing and 401(k) PlanAmerican Equity Investment P…$68MFarrell Fritz, P.C. 401(k) Profit Sharing PlanFarrell Fritz, P.C. 401(k) P…$68MLattimore, Black, Morgan & Cain, P.C. Profit Sharing PlanLattimore, Black, Morgan & C…$68M
End-of-year total assets ($M) among Farrell Fritz, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$68M
Net Income-$20M
Employer EIN061620161
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Farrell Fritz, P.C.)

Sponsor-wide plan assets over time

All Farrell Fritz, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 17.05139566779566% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $68M $79.6M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 149 $68M
2023 1 139 $79M
2024 1 154 $80M

Nearby 401(k) Plans in New York

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

Farrell Fritz, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Farrell Fritz, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.067972694 · Participants: 149Farrell Fritz, P.C. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Farrell Fritz, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Farrell Fritz, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Farrell Fritz, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is American Equity Investment Profit Sharing and 401(k) Plan in IA ($68M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Farrell Fritz, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Farrell Fritz, P.C. 401(k) Profit Sharing Plan declined sharply - down 23.1% during 2022, from $88M to $68M. Reported net income was -$20M.
How have Farrell Fritz, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farrell Fritz, P.C.'s sponsor-wide assets grew 17.1%, from $68M to $80M.
Where does Farrell Fritz, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Farrell Fritz, P.C. 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Farrell Fritz, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Equity Investment Profit Sharing and 401(k) Plan in IA ($68M, 808 participants).
Which 401(k) plans cover a similar participant headcount to Farrell Fritz, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Med Sales and Management Employee Retirement Plan in FL (149 participants, $11M 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 061620161.

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.