401(k) · DOL Form 5500 · 2022

Fordyce Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
120
Participants Small participant base
31st
Percentile by assets National rank
$14,200
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fordyce 401(k) and Profit Sharing Plan · Sponsored by Fordyce Holdings, Inc. · Texas · Mining & Oil Extraction

$2M in assets, 120 participants

Fordyce Holdings, Inc.'s Fordyce 401(k) and Profit Sharing Plan reported $2M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #123 in Mining & Oil Extraction (892 peers)

Coverage in Texas

Fordyce 401(k) and Profit Sharing Plan covers 120 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#123
in Mining & Oil Extraction (892 peers)
-57.0%
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.

Fordyce 401(k) and Profit Sharing Plan among the smaller filed plans by assets

Fordyce 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$1,704,017 31st percentile higher than 31% 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

Fordyce 401(k) and 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. Fordyce 401(k) and Profit Sharing Plan sits mid-pack in the medium band (120 participants).

Published 5500 schedule card

Filing strip 740629110 · Fordyce Holdings, Inc. PY 2022 · 401(k)

Fordyce 401(k) and Profit Sharing Plan · $2M · 120 · 31st

  • TYPE $2M
  • TYPE 120
  • TYPE 31st
  • TYPE 401(k)
  • TYPE near Advantage Surveillance, LLC Retirement Savings Plan
  • TYPE ind #123

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Fordyce 401(k) and Profit Sharing Plan in the asset neighbourhood

Fordyce 401(k) and Profit Sharing PlanFordyce 401(k) and Profit Sh…$2MAdvantage Surveillance, LLC Retirement Savings PlanAdvantage Surveillance, LLC …$2MGulf Coast Labs-401(k)$2MHealth Gorilla Inc 401(k) PlanHealth Gorilla Inc 401(k) Pl…$2MAlzheimer's Community Care 401(k) Retirement Savings PlanAlzheimer's Community Care 4…$2M
End-of-year total assets ($M) among Fordyce 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$2M
Employer EIN740629110
Plan Effective Date2011-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fordyce Holdings, Inc.)

Sponsor-wide plan assets over time

All Fordyce Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 17.533579522097025% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $22.6M $18.6M ▼ -17.5%
Year Plans Participants Total Assets
2022 2 183 $23M
2023 2 11 $23M
2024 2 11 $19M

Nearby 401(k) Plans in Texas

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

Fordyce 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Fordyce 401(k) and Profit Sharing Plan, Total assets ($B): 0.001704017 · Participants: 120Fordyce 401(k) and Profit Sharing PlanAT&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
Fordyce 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fordyce 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Fordyce 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Advantage Surveillance, LLC Retirement Savings Plan in NC ($2M); by covered participants it is Newco Distributors, Inc. Retirement Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Fordyce 401(k) and Profit Sharing Plan assets move in 2022? ▼
Fordyce 401(k) and Profit Sharing Plan contracted severely - down 57.0% during 2022, from $4M to $2M. Reported net income was -$2M.
How have Fordyce Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fordyce Holdings, Inc.'s sponsor-wide assets declined 17.5%, from $23M to $19M.
Which 401(k) plans are similar in size to Fordyce 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advantage Surveillance, LLC Retirement Savings Plan in NC ($2M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Fordyce 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Newco Distributors, Inc. Retirement Plan in CA (120 participants, $4M 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 740629110.

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.