401(k) · DOL Form 5500 · 2022

Fundamental Advisors LP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
41
Participants Small participant base
70th
Percentile by assets National rank
$315,030
Avg per participant High balance/head
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Official DOL plan name: Fundamental Advisors LP 401(k) Plan · Sponsored by Fundamental Advisors LP · New York · Finance & Insurance

$13M in assets, 41 participants

Fundamental Advisors LP's Fundamental Advisors LP 401(k) Plan reported $13M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,992 in Finance & Insurance (9,261 peers)

Fundamental Advisors LP multi-year trail

Fundamental Advisors LP's plans moved +72.8% in assets from 2022 to 2024; this filing shows Fundamental Advisors LP 401(k) Plan at $13M / 41 participants.

#4,992
in Finance & Insurance (9,261 peers)
-13.4%
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.

Fundamental Advisors LP 401(k) Plan's outsized position by total assets

Fundamental Advisors LP 401(k) Plan vs every filed plan by assets

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

$12,916,223 Top 30% higher than 70% 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

Fundamental Advisors LP 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. Fundamental Advisors LP 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

DOL schedule card

Filing strip 260161910 · Fundamental Advisors LP PY 2022 · 401(k)

Fundamental Advisors LP 401(k) Plan · $13M · 41 · 70th

  • SCH $13M
  • SCH 41
  • SCH 70th
  • SCH 401(k)
  • SCH near Yorktown Systems Group 401(k) Plan
  • SCH ind #4992

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 New York →

Fundamental Advisors LP 401(k) Plan in the asset neighbourhood

Fundamental Advisors LP 401(k) PlanFundamental Advisors LP 401(…$13MYorktown Systems Group 401(k) PlanYorktown Systems Group 401(k…$13MLegal News Publishing Company Savings PlanLegal News Publishing Compan…$13MWulco, Inc. Retirement Savings PlanWulco, Inc. Retirement Savin…$13MEveridge Employee 401(k) Plan$13M
End-of-year total assets ($M) among Fundamental Advisors LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Fundamental Advisors LP multi-year asset trail

Sponsor-wide plan assets over time

All Fundamental Advisors LP plans reported in each filing year

Latest sponsor-wide plan assets
$22M 72.83696634844412% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.9M $22.3M ▲ +72.8%
Year Plans Participants Total Assets
2022 1 41 $13M
2023 1 41 $17M
2024 1 46 $22M

Fundamental Advisors LP filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN260161910
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Fundamental Advisors LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fundamental Advisors LP 401(k) Plan, Total assets ($B): 0.012916223 · Participants: 41Fundamental Advisors LP 401(k) 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
Fundamental Advisors LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fundamental Advisors LP 401(k) Plan side-by-side with 3 peers →

Fundamental Advisors LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Yorktown Systems Group 401(k) Plan in AL ($13M); by covered participants it is Allied Termite & Pest Control 401(k) Plan in TN (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Fundamental Advisors LP 401(k) Plan assets move in 2022? ▼
Fundamental Advisors LP 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $15M to $13M. Reported net income was -$2M.
How have Fundamental Advisors LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fundamental Advisors LP's sponsor-wide assets grew 72.8%, from $13M to $22M.
Which 401(k) plans are similar in size to Fundamental Advisors LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yorktown Systems Group 401(k) Plan in AL ($13M, 786 participants).
Which 401(k) plans cover a similar participant headcount to Fundamental Advisors LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Termite & Pest Control 401(k) Plan in TN (41 participants, N/A 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 260161910.

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.