401(k) · DOL Form 5500 · 2022

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$246,381
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust · Sponsored by Lee Fitzgerald, D.D.S., P.a. · Texas · Healthcare & Social Assistance

$2M in assets, 8 participants

Lee Fitzgerald, D.D.S., P.a.'s Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,911 in Healthcare & Social Assistance (20,060 peers)

Lee Fitzgerald, D.D.S., P.a. multi-year trail

Lee Fitzgerald, D.D.S., P.a.'s plans moved +23.4% in assets from 2022 to 2024; this filing shows Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust at $2M / 8 participants.

#6,911
in Healthcare & Social Assistance (20,060 peers)
-24.3%
assets change YoY

The plan reported a net loss of $633K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust vs every filed plan by assets

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

$1,971,045 34th percentile higher than 34% 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

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust is a micro filing (8 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 752626657 · Lee Fitzgerald, D.D.S., P.a. PY 2022 · 401(k)

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust · $2M · 8 · 34th

  • BOY $2M
  • BOY 8
  • BOY 34th
  • BOY 401(k)
  • BOY near Burkart Employee Stock Ownership 401(k) Plan
  • BOY ind #6911

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust in the asset neighbourhood

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & TrustLee Fitzgerald, D.D.S., P.a.…$2MBurkart Employee Stock Ownership 401(k) PlanBurkart Employee Stock Owner…$2MSpotlight Cinema Networks 401(k) Retirement PlanSpotlight Cinema Networks 40…$2MPump N Pantry Inc 401(k) Profit Sharing Plan & TrustPump N Pantry Inc 401(k) Pro…$2MFrosty Management Corporation Profit Sharing PlanFrosty Management Corporatio…$2M
End-of-year total assets ($M) among Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lee Fitzgerald, D.D.S., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Lee Fitzgerald, D.D.S., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.35948697264649% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.97M $2.43M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 8 $2M
2024 1 9 $2M

Lee Fitzgerald, D.D.S., P.a. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$633K
Employer EIN752626657
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust, Total assets ($B): 0.001971045 · Participants: 8Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & TrustAT&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
Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust side-by-side with 3 peers →

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Burkart Employee Stock Ownership 401(k) Plan in MA ($2M); by covered participants it is Ph Financial Services Inc 401(k) Profit Sharing Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust assets move in 2022? ▼
Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust declined sharply - down 24.3% during 2022, from $3M to $2M. Reported net income was -$633K.
How have Lee Fitzgerald, D.D.S., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Fitzgerald, D.D.S., P.a.'s sponsor-wide assets grew 23.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Burkart Employee Stock Ownership 401(k) Plan in MA ($2M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ph Financial Services Inc 401(k) Profit Sharing Plan in CA (8 participants, $5M 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 752626657.

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.