401(k) · DOL Form 5500 · 2022

Fernandez & Fernandez Insurance 401(k) Plan

Data updated 2026-08-25

$156K
Total assets Small plan by assets
53
Participants Small participant base
9th
Percentile by assets National rank
$2,941
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust · Sponsored by Fernandez & Fernandez Insurance · Florida · Finance & Insurance

$156K in assets, 53 participants

Fernandez & Fernandez Insurance's Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust reported $156K in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

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

2022 asset change

Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust pulled back noticeably 8.2% in 2022 ($170K → $156K) for 53 participants.

#502
in Finance & Insurance (9,261 peers)
-8.2%
assets change YoY

The plan reported a net loss of $14K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$155,890 9th percentile higher than 9% 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

Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust is a small filing (53 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 300706103 · Fernandez & Fernandez Insurance PY 2022 · 401(k)

Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust · $156K · 53 · 9th

  • EBSA $156K
  • PART 53
  • TYPE 9th
  • NET 401(k)
  • BOOK near Providence Management, LLC 401(k) Plan
  • VS-ST ind #502

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 Florida →

Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & TrustFernandez & Fernandez Ins 40…$156KProvidence Management, LLC 401(k) PlanProvidence Management, LLC 4…$156KCarmichael Partners Insurance Agency Inc 401(k) PlanCarmichael Partners Insuranc…$156KRev Clinics 401(k) Plan$156KPatuxent Pride Inc. Retirement PlanPatuxent Pride Inc. Retireme…$156K
End-of-year total assets ($M) among Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$170K
Net Assets (End of Year)$156K
Net Income-$14K
Employer EIN300706103
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00015589 · Participants: 53Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Providence Management, LLC 401(k) Plan in MS ($156K); by covered participants it is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156K here).

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 8.2% during 2022, from $170K to $156K. Reported net income was -$14K.
Where does Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Providence Management, LLC 401(k) Plan in MS ($156K, 93 participants).
Which 401(k) plans cover a similar participant headcount to Fernandez & Fernandez Ins 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 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 300706103.

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.