401(k) · DOL Form 5500 · 2023

Fatwallet Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$127K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$126,911
Avg per participant Near avg balance/head
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Official DOL plan name: Fatwallet Investments Retirement Plan · Sponsored by Fatwallet Investments, Inc. · Texas · Real Estate

$127K in assets, 1 participants

Fatwallet Investments, Inc.'s Fatwallet Investments Retirement Plan reported $127K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #521 in Real Estate (4,727 peers)

Fatwallet Investments, Inc. multi-year trail

Fatwallet Investments, Inc.'s plans moved -45.3% in assets from 2022 to 2024; this filing shows Fatwallet Investments Retirement Plan at $127K / 1 participant.

#521
in Real Estate (4,727 peers)
-45.3%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fatwallet Investments Retirement Plan among the smaller filed plans by assets

Fatwallet Investments Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$126,911 8th percentile higher than 8% of 127,068 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 2023

Fatwallet Investments Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fatwallet Investments Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fatwallet Investments Retirement Plan reported net income fell from $2 in the plan year 2022 filing to -$105K in the plan year 2023 filing.
  • Fatwallet Investments Retirement Plan end-of-year assets fell from $232K in the plan year 2022 filing to $127K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 834567277 · Fatwallet Investments, Inc. PY 2023 · 401(k)

Fatwallet Investments Retirement Plan · $127K · 1 · 8th

  • EOY $127K
  • 5500 1
  • ASSETS 8th
  • PCT 401(k)
  • EIN near Graceland Ventures, Inc. 401(k) Profit Sharing Plan
  • RANK ind #521

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 Real Estate retirement plans → · Plans in Texas →

Fatwallet Investments Retirement Plan in the asset neighbourhood

Fatwallet Investments Retirement PlanFatwallet Investments Retire…$127KGraceland Ventures, Inc. 401(k) Profit Sharing PlanGraceland Ventures, Inc. 401…$127KRockville Corporation 401(k)Profit Sharing PlanRockville Corporation 401(k)…$127KImac Hospitality Group, Inc. 401(k) PlanImac Hospitality Group, Inc.…$127KVk Group Inc. 401(k) Plan$127K
End-of-year total assets ($M) among Fatwallet Investments Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fatwallet Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fatwallet Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127K 45.30779341104479% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.23M $0.13M ▼ -43.5%
Year Plans Participants Total Assets
2022 1 1 $232K
2023 1 1 $127K
2024 1 1 $127K

Fatwallet Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$232K
Net Assets (End of Year)$127K
Net Income-$105K
Employer EIN834567277
Plan Effective Date2019-04-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Fatwallet Investments Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fatwallet Investments Retirement Plan, Total assets ($B): 0.000126911 · Participants: 1Fatwallet Investments Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Fatwallet Investments Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fatwallet Investments Retirement Plan side-by-side with 3 peers →

Fatwallet Investments Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Graceland Ventures, Inc. 401(k) Profit Sharing Plan in IL ($127K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Fatwallet Investments Retirement Plan assets move in 2023? ▼
Fatwallet Investments Retirement Plan contracted severely - down 45.3% during 2023, from $232K to $127K. Reported net income was -$105K.
How have Fatwallet Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fatwallet Investments, Inc.'s sponsor-wide assets declined 45.3%, from $232K to $127K.
Where does Fatwallet Investments Retirement Plan rank by assets among Form 5500 filers? ▼
Fatwallet Investments Retirement Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fatwallet Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Graceland Ventures, Inc. 401(k) Profit Sharing Plan in IL ($127K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Fatwallet Investments Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 834567277.

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.