401(k) · DOL Form 5500 · 2022

Fund Evaluation Group, LLC 401(k) Plan

Data updated 2026-08-11

$45M
Total assets
125
Participants
87th
Percentile by assets
$358,852
Avg per participant
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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.

  • 87th percentile by assets (of 139,126 plans)
  • #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.

$45M
total plan assets (2022 EOY)
125
covered participants
87th
percentile by assets (of 139,126 plans)
$358,852
avg assets per participant

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.

Where Fund Evaluation Group, LLC 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

State
Ohio
Industry
Finance & Insurance

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Fund Evaluation Group, LLC 401(k) Profit Sharing Plan reports 125 participants - about 16% of that state average ($45M EOY assets).

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)

$40M$45M$50M$55M$60M 202220232024 $44.9M $57.1M ▲ +27.2%
Total plan assets by year, all Fund Evaluation Group, LLC plans on file
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 ($B) Participants Fund Evaluation Grou…, Total assets ($B): 0.044856447 · Participants: 125Fund Evaluation Grou…The Sherwin-Williams…, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams…The Progressive 401(…, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(…The Kroger Co. 401(k…, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k…Nationwide Savings P…, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings P…Marathon Petroleum T…, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum T…
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… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fund Evaluation Group, LLC 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Fund Evaluation Group, LLC 401(k) Profit…

Filing takeaways

Ways to act on Fund Evaluation Group, LLC 401(k) Profit Sharing Plan's numbers.

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.