401(k) · DOL Form 5500 · 2022

Fitts, Roberts, Kolkhorst & Co., P. C. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
51
Participants Small participant base
67th
Percentile by assets National rank
$217,499
Avg per participant Above avg balance/head
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Official DOL plan name: Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan · Sponsored by Fitts, Roberts, Kolkhorst & Co., P. C. · Texas · Professional & Technical Services

$11M in assets, 51 participants

Fitts, Roberts, Kolkhorst & Co., P. C.'s Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan reported $11M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,250 in Professional & Technical Services (21,562 peers)

Fitts, Roberts, Kolkhorst & Co., P. C. multi-year trail

Fitts, Roberts, Kolkhorst & Co., P. C.'s plans moved +38.9% in assets from 2022 to 2024; this filing shows Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan at $11M / 51 participants.

#14,250
in Professional & Technical Services (21,562 peers)
-14.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan's outsized position by total assets

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan vs every filed plan by assets

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

$11,092,435 Top 33% higher than 67% 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

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) 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. Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 741699466 · Fitts, Roberts, Kolkhorst & Co., P. C. PY 2022 · 401(k)

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan · $11M · 51 · 67th

  • TYPE $11M
  • NET 51
  • BOOK 67th
  • VS-ST 401(k)
  • BOY near Chelsea Rhone Company, LLC 401(k) Profit Sharing Plan
  • SCH ind #14250

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 Texas →

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan in the asset neighbourhood

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) PlanFitts, Roberts, Kolkhorst & …$11MChelsea Rhone Company, LLC 401(k) Profit Sharing PlanChelsea Rhone Company, LLC 4…$11MThe Exone Company 401(k) Plan$11MAlkahest, Inc. 401(k) Plan$11MMartin Dealerships, Inc. 401(k) Savings PlanMartin Dealerships, Inc. 401…$11M
End-of-year total assets ($M) among Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Fitts, Roberts, Kolkhorst & Co., P. C. multi-year asset trail

Sponsor-wide plan assets over time

All Fitts, Roberts, Kolkhorst & Co., P. C. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 38.937555189640506% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $15.4M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 51 $11M
2023 1 49 $13M
2024 1 44 $15M

Fitts, Roberts, Kolkhorst & Co., P. C. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN741699466
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan, Total assets ($B): 0.011092435 · Participants: 51Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan side-by-side with 3 peers →

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Chelsea Rhone Company, LLC 401(k) Profit Sharing Plan in MI ($11M); by covered participants it is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan assets move in 2022? ▼
Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan pulled back noticeably - down 14.0% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Fitts, Roberts, Kolkhorst & Co., P. C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fitts, Roberts, Kolkhorst & Co., P. C.'s sponsor-wide assets grew 38.9%, from $11M to $15M.
Which 401(k) plans are similar in size to Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chelsea Rhone Company, LLC 401(k) Profit Sharing Plan in MI ($11M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 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 741699466.

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.