401(k) · DOL Form 5500 · 2023
Fetrow Insurance Associates Ll 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $82,103
- Avg per participant Below avg balance/head
Official DOL plan name: Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust · Sponsored by Fetrow Insurance Associates Ll · Pennsylvania · Finance & Insurance
$1M in assets, 13 participants
Fetrow Insurance Associates Ll's Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #1,391 in Finance & Insurance (8,869 peers)
Fetrow Insurance Associates Ll multi-year trail
Fetrow Insurance Associates Ll's plans moved +23.1% in assets from 2022 to 2024; this filing shows Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust at $1M / 13 participants.
- #1,391
- in Finance & Insurance (8,869 peers)
- -0.6%
- assets change YoY
The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,067,344 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust reported net income rose from -$440K in the plan year 2022 filing to -$7K in the plan year 2023 filing.
- Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust reported participants rose from 12 in the plan year 2022 filing to 13 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 810604952 · Fetrow Insurance Associates Ll PY 2023 · 401(k)
Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust · $1M · 13 · 24th
- RANK $1M
- RANK 13
- RANK 24th
- RANK 401(k)
- RANK near One Image Inc. 401(k) Plan
- RANK ind #1391
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 Pennsylvania →
Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Fetrow Insurance Associates Ll multi-year asset trail
Sponsor-wide plan assets over time
All Fetrow Insurance Associates Ll plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 23.11004218890686% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $1M |
| 2023 | 1 | 13 | $1M |
| 2024 | 1 | 14 | $1M |
Fetrow Insurance Associates Ll filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$7K |
| Employer EIN | 810604952 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is One Image Inc. 401(k) Plan in GA ($1M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.