401(k) · DOL Form 5500 · 2023

Albert F. Fitzgerald, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
59
Participants Small participant base
42nd
Percentile by assets National rank
$76,977
Avg per participant Below avg balance/head
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Official DOL plan name: Albert F. Fitzgerald, Inc. 401(k) Plan · Sponsored by Albert F. Fitzgerald, Inc. · Massachusetts · Wholesale Trade

$5M in assets, 59 participants

Albert F. Fitzgerald, Inc.'s Albert F. Fitzgerald, Inc. 401(k) Plan reported $5M in total assets and 59 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.

  • #1,997 in Wholesale Trade (6,309 peers)

Albert F. Fitzgerald, Inc. multi-year trail

Albert F. Fitzgerald, Inc.'s plans moved +47.0% in assets from 2022 to 2024; this filing shows Albert F. Fitzgerald, Inc. 401(k) Plan at $5M / 59 participants.

#1,997
in Wholesale Trade (6,309 peers)
+22.8%
assets growth YoY

Albert F. Fitzgerald, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Albert F. Fitzgerald, Inc. 401(k) Plan vs every filed plan by assets

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

$4,541,614 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

Albert F. Fitzgerald, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Albert F. Fitzgerald, Inc. 401(k) Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Albert F. Fitzgerald, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $844K in the plan year 2023 filing.
  • Albert F. Fitzgerald, Inc. 401(k) Plan reported participants rose from 47 in the plan year 2022 filing to 59 in the plan year 2023 filing.
  • Albert F. Fitzgerald, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042373147 · Albert F. Fitzgerald, Inc. PY 2023 · 401(k)

Albert F. Fitzgerald, Inc. 401(k) Plan · $5M · 59 · 42nd

  • PCT $5M
  • PCT 59
  • PCT 42nd
  • PCT 401(k)
  • PCT near Mcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and Trust
  • PCT ind #1997

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

Albert F. Fitzgerald, Inc. 401(k) Plan in the asset neighbourhood

Albert F. Fitzgerald, Inc. 401(k) PlanAlbert F. Fitzgerald, Inc. 4…$5MMcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and TrustMcclelland Law Firm, a Profe…$5MKovler Family Foundation Retirement PlanKovler Family Foundation Ret…$5MCanidae, LLC. 401(k) Profit Sharing PlanCanidae, LLC. 401(k) Profit …$5MChancy 401(k) Plan$5M
End-of-year total assets ($M) among Albert F. Fitzgerald, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Albert F. Fitzgerald, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Albert F. Fitzgerald, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.02676255832867% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.7M $5.44M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 47 $4M
2023 1 59 $5M
2024 2 135 $5M

Albert F. Fitzgerald, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$844K
Employer EIN042373147
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Albert F. Fitzgerald, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Albert F. Fitzgerald, Inc. 401(k) Plan, Total assets ($B): 0.004541614 · Participants: 59Albert F. Fitzgerald, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Albert F. Fitzgerald, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Albert F. Fitzgerald, Inc. 401(k) Plan side-by-side with 3 peers →

Albert F. Fitzgerald, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and Trust in MO ($5M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Albert F. Fitzgerald, Inc. 401(k) Plan assets move in 2023? ▼
Albert F. Fitzgerald, Inc. 401(k) Plan grew sharply - up 22.8% during 2023, from $4M to $5M. Reported net income was $844K.
How have Albert F. Fitzgerald, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albert F. Fitzgerald, Inc.'s sponsor-wide assets grew 47.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Albert F. Fitzgerald, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcclelland Law Firm, a Professional Corporation 401(k) Profit Sharing Plan and Trust in MO ($5M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Albert F. Fitzgerald, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 participants, N/A 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 042373147.

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.