401(k)
2022 plan-year 401(k) DOL Form 5500

Fogle's, Inc. 401(k) Savings and Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Fogle's, Inc. · South Carolina · Retail Trade

What the 2023 filing shows

Fogle's, Inc. 401(k) Savings and Retirement Plan holds $5M for 350 participants — about $15,291 per participant, down 13.6% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
350
covered participants
$15,291
avg assets per participant
-13.6%
assets change YoY

The plan reported a net loss of $845K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5M
Participants
350
Industry
Retail Trade

What the Filing Says About Fogle's, Inc. 401(k) Savings and Retirement Plan

Fogle's, Inc. 401(k) Savings and Retirement Plan is a 401(k) retirement plan sponsored by Fogle's, Inc., headquartered in South Carolina. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 350 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 570832371, and the plan has been effective since 1990-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2022 to $5M at year-end — a decline of 13.6%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-845,333 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-845,333
Plan Type401(k)
Employer EIN570832371
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fogle's, Inc.)

Year Plans Participants Total Assets
2022 1 350 $5M
2023 1 348 $6M
2024 1 358 $7M

Nearby 401(k) Plans in South Carolina

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

Frequently Asked Questions

How much money is in the Fogle's, Inc. 401(k) Savings and Retirement Plan?
As of the 2022 Form 5500 filing, Fogle's, Inc. 401(k) Savings and Retirement Plan holds $5M in total assets with 350 participants. It is sponsored by Fogle's, Inc..
What type of plan is Fogle's, Inc. 401(k) Savings and Retirement Plan?
Fogle's, Inc. 401(k) Savings and Retirement Plan is a 401(k) plan. It has been effective since 1990-10-01. The plan is filed with the U.S. Department of Labor under EIN 570832371.
Who sponsors the Fogle's, Inc. 401(k) Savings and Retirement Plan?
Fogle's, Inc. 401(k) Savings and Retirement Plan is sponsored by Fogle's, Inc., located in South Carolina. The sponsor's EIN is 570832371 and the plan operates in the Retail Trade industry.
How did Fogle's, Inc. 401(k) Savings and Retirement Plan perform in 2022?
Fogle's, Inc. 401(k) Savings and Retirement Plan declined by 13.6% during 2022, moving from $6M to $5M in total assets. Net income was $-845,333.
Where can I find official filings for Fogle's, Inc. 401(k) Savings and Retirement Plan?
Official Form 5500 filings for Fogle's, Inc. 401(k) Savings and Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 570832371 or plan name at efast.dol.gov.
How does Fogle's, Inc. 401(k) Savings and Retirement Plan compare to other plans?
You can compare Fogle's, Inc. 401(k) Savings and Retirement Plan against other 401(k) plans on the plan type page, or view plans in South Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 570832371.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.