401(k) · DOL Form 5500 · 2023

E & S Fogarty Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
32nd
Percentile by assets National rank
$169,176
Avg per participant Above avg balance/head
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Official DOL plan name: E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by E & S Fogarty Enterprises, Inc. · Minnesota · Administrative & Support Services

$2M in assets, 13 participants

E & S Fogarty Enterprises, Inc.'s E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,405 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan ranks #2,405 of 4,372 2023 filers by assets (1312% of the sector average)-$2M for 13 participants.

#2,405
in Administrative & Support Services (4,372 peers)
+2.3%
assets growth YoY

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,199,293 32nd percentile higher than 32% 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

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing 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. E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan reported net income rose from $25K in the plan year 2022 filing to $49K in the plan year 2023 filing.
  • E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan reported participants rose from 12 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 454654503 · E & S Fogarty Enterprises, Inc. PY 2023 · 401(k)

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan · $2M · 13 · 32nd

  • 5500 $2M
  • ASSETS 13
  • PCT 32nd
  • EIN 401(k)
  • RANK near Examkrackers, Inc. 401(k) Profit Sharing Plan and Trust
  • PHOTO ind #2405

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 Administrative & Support Services retirement plans → · Plans in Minnesota →

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing PlanE & S Fogarty Enterprises, I…$2MExamkrackers, Inc. 401(k) Profit Sharing Plan and TrustExamkrackers, Inc. 401(k) Pr…$2MDedham Country and Polo Club 401(k) PlanDedham Country and Polo Club…$2MAdvo(K)Ate Advisors, LLC 401(k) Profit Sharing PlaAdvo(K)Ate Advisors, LLC 401…$2MElkhart Products Union 401(k) PlanElkhart Products Union 401(k…$2M
End-of-year total assets ($M) among E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$49K
Employer EIN454654503
Plan Effective Date2012-04-09
Filing StatusFILING RECEIVED

Sponsor Plan History (E & S Fogarty Enterprises, Inc.)

Sponsor-wide plan assets over time

All E & S Fogarty Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.0065995366559806% vs 2022
2024 filing year
$2.14M$2.16M$2.18M$2.2M$2.22M 202220232024 $2.15M $2.19M ▲ +1.9%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 13 $2M
2024 1 14 $2M

Nearby 401(k) Plans in Minnesota

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

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002199293 · Participants: 13E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Examkrackers, Inc. 401(k) Profit Sharing Plan and Trust in MO ($2M); 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.

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.

Frequently Asked Questions

How did E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan edged up modestly - up 2.3% during 2023, from $2M to $2M. Reported net income was $49K.
How have E & S Fogarty Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E & S Fogarty Enterprises, Inc.'s sponsor-wide assets grew 2.0%, from $2M to $2M.
Which 401(k) plans are similar in size to E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Examkrackers, Inc. 401(k) Profit Sharing Plan and Trust in MO ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 454654503.

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.