401(k) · DOL Form 5500 · 2022

Fund Evaluation Group, LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
125
Participants Small participant base
87th
Percentile by assets National rank
$358,852
Avg per participant High balance/head
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Official DOL plan name: Fund Evaluation Group, LLC 401(k) Profit Sharing Plan · Sponsored by Fund Evaluation Group, LLC · Ohio · Finance & Insurance

$45M in assets, 125 participants

Fund Evaluation Group, LLC's Fund Evaluation Group, LLC 401(k) Profit Sharing Plan reported $45M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,337 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan covers 125 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $45M.

#7,337
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$44,856,447 Top 13% higher than 87% 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

Fund Evaluation Group, LLC 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. Fund Evaluation Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (125 participants).

Published 5500 schedule card

Filing strip 010694771 · Fund Evaluation Group, LLC PY 2022 · 401(k)

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan · $45M · 125 · 87th

  • PART $45M
  • TYPE 125
  • NET 87th
  • BOOK 401(k)
  • VS-ST near Unisea 401(k) Plan
  • BOY ind #7337

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 Finance & Insurance retirement plans → · Plans in Ohio →

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Fund Evaluation Group, LLC 401(k) Profit Sharing PlanFund Evaluation Group, LLC 4…$45MUnisea 401(k) Plan$45MMalnove Holding Company, Inc. 401(k) PlanMalnove Holding Company, Inc…$45MUS Radiology 401(k) Retirement PlanUS Radiology 401(k) Retireme…$45MPritchard & Abbott, Inc. 401(k) Profit Sharing and Employee Stock Ownership PlanPritchard & Abbott, Inc. 401…$45M
End-of-year total assets ($M) among Fund Evaluation Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$45M
Net Income-$7M
Employer EIN010694771
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fund Evaluation Group, LLC)

Sponsor-wide plan assets over time

All Fund Evaluation Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 27.226975868151126% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.9M $57.1M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 125 $45M
2023 1 133 $53M
2024 1 135 $57M

Nearby 401(k) Plans in Ohio

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

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Fund Evaluation Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.044856447 · Participants: 125Fund Evaluation Group, LLC 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Fund Evaluation Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Fund Evaluation Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Unisea 401(k) Plan in WA ($45M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Fund Evaluation Group, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Fund Evaluation Group, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 13.8% during 2022, from $52M to $45M. Reported net income was -$7M.
How have Fund Evaluation Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fund Evaluation Group, LLC's sponsor-wide assets grew 27.2%, from $45M to $57M.
Where does Fund Evaluation Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fund Evaluation Group, LLC 401(k) Profit Sharing Plan ranks in the 87th 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 Fund Evaluation Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Unisea 401(k) Plan in WA ($45M, 412 participants).
Which 401(k) plans cover a similar participant headcount to Fund Evaluation Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 010694771.

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.