401(k) · DOL Form 5500 · 2023

Fitz-Fahl, Inc. Dba Roberts Roofing 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
21
Participants Small participant base
42nd
Percentile by assets National rank
$214,425
Avg per participant Above avg balance/head
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Official DOL plan name: Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Fitz-Fahl, Inc. Dba Roberts Roofing · Ohio · Construction

$5M in assets, 21 participants

Fitz-Fahl, Inc. Dba Roberts Roofing's Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,616 in Construction (9,030 peers)

Fitz-Fahl, Inc. Dba Roberts Roofing multi-year trail

Fitz-Fahl, Inc. Dba Roberts Roofing's plans moved +46.6% in assets from 2022 to 2024; this filing shows Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust at $5M / 21 participants.

#3,616
in Construction (9,030 peers)
+29.6%
assets growth YoY

Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Construction and all filers

Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,502,921 42nd percentile higher than 42% 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

Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and 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. Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$869K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 26 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341418432 · Fitz-Fahl, Inc. Dba Roberts Roofing PY 2023 · 401(k)

Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust · $5M · 21 · 42nd

  • SCH $5M
  • EBSA 21
  • PART 42nd
  • TYPE 401(k)
  • NET near Jowonio School Employees' Deferred Savings & Profit Sharing Plan
  • BOOK ind #3616

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 Construction retirement plans → · Plans in Ohio →

Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and TrustFitz-Fahl, Inc. 401(k) Profi…$5MJowonio School Employees' Deferred Savings & Profit Sharing PlanJowonio School Employees' De…$5MUnited Medical, LLC 401(k) Profit Sharing PlanUnited Medical, LLC 401(k) P…$5MWashington State Council of County & City Employees Qualified Savings PlanWashington State Council of …$5MParkway Family Retirement Savings PlanParkway Family Retirement Sa…$5M
End-of-year total assets ($M) among Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fitz-Fahl, Inc. Dba Roberts Roofing multi-year asset trail

Sponsor-wide plan assets over time

All Fitz-Fahl, Inc. Dba Roberts Roofing plans reported in each filing year

Latest sponsor-wide plan assets
$5M 46.63337231012631% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.47M $5.09M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 26 $3M
2023 1 21 $5M
2024 1 22 $5M

Fitz-Fahl, Inc. Dba Roberts Roofing filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN341418432
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004502921 · Participants: 21Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jowonio School Employees' Deferred Savings & Profit Sharing Plan in NY ($5M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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.

Frequently Asked Questions

How did Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 29.6% during 2023, from $3M to $5M. Reported net income was $1M.
How have Fitz-Fahl, Inc. Dba Roberts Roofing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fitz-Fahl, Inc. Dba Roberts Roofing's sponsor-wide assets grew 46.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jowonio School Employees' Deferred Savings & Profit Sharing Plan in NY ($5M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Fitz-Fahl, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 341418432.

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.