401(k) · DOL Form 5500 · 2023

Fazio, Incorporated 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
72
Participants Small participant base
37th
Percentile by assets National rank
$45,786
Avg per participant Low balance/head
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Official DOL plan name: Fazio, Incorporated 401(k) Plan · Sponsored by Fazio, Incorporated · California · Other Services

$3M in assets, 72 participants

Fazio, Incorporated's Fazio, Incorporated 401(k) Plan reported $3M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,766 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Fazio, Incorporated 401(k) Plan ranks #4,766 of 7,857 2023 filers by assets (609% of the sector average)-$3M for 72 participants.

#4,766
in Other Services (7,857 peers)
+19.0%
assets growth YoY

Fazio, Incorporated 401(k) Plan's mid-pack asset rank among Other Services and all filers

Fazio, Incorporated 401(k) Plan vs every filed plan by assets

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

$3,296,604 37th percentile higher than 37% 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

Fazio, Incorporated 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. Fazio, Incorporated 401(k) Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fazio, Incorporated 401(k) Plan reported net income rose from -$445K in the plan year 2022 filing to $526K in the plan year 2023 filing.
  • Fazio, Incorporated 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952314795 · Fazio, Incorporated PY 2023 · 401(k)

Fazio, Incorporated 401(k) Plan · $3M · 72 · 37th

  • PCT $3M
  • PCT 72
  • PCT 37th
  • PCT 401(k)
  • PCT near Micromed Retirement Savings Plan
  • PCT ind #4766

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 Other Services retirement plans → · Plans in California →

Fazio, Incorporated 401(k) Plan in the asset neighbourhood

Fazio, Incorporated 401(k) PlanFazio, Incorporated 401(k) P…$3MMicromed Retirement Savings PlanMicromed Retirement Savings …$3MCimetrics Inc. 401(k) Profit Sharing Plan and TrustCimetrics Inc. 401(k) Profit…$3MRfh Holdings 401(k) Plan$3MThe Lockwood Companies 401(k) PlanThe Lockwood Companies 401(k…$3M
End-of-year total assets ($M) among Fazio, Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$526K
Employer EIN952314795
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fazio, Incorporated)

Sponsor-wide plan assets over time

All Fazio, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.42216566063723% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.77M $3.81M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 72 $3M
2023 1 72 $3M
2024 1 76 $4M

Nearby 401(k) Plans in California

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

Fazio, Incorporated 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fazio, Incorporated 401(k) Plan, Total assets ($B): 0.003296604 · Participants: 72Fazio, Incorporated 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Fazio, Incorporated 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fazio, Incorporated 401(k) Plan side-by-side with 3 peers →

Fazio, Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Micromed Retirement Savings Plan in IN ($3M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Fazio, Incorporated 401(k) Plan assets move in 2023? ▼
Fazio, Incorporated 401(k) Plan grew sharply - up 19.0% during 2023, from $3M to $3M. Reported net income was $526K.
How have Fazio, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fazio, Incorporated's sponsor-wide assets grew 37.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Fazio, Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Micromed Retirement Savings Plan in IN ($3M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Fazio, Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gryphon Healthcare 401(k) Plan in TX (72 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 952314795.

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.