401(k) · DOL Form 5500 · 2023

Fitts, Roberts, Kolkhorst & Co., P. C. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
49
Participants Small participant base
64th
Percentile by assets National rank
$267,055
Avg per participant High balance/head
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Official DOL plan name: Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan · Sponsored by Fitts, Roberts, Kolkhorst & Co., P. C. · Texas · Professional & Technical Services

$13M in assets, 49 participants

Fitts, Roberts, Kolkhorst & Co., P. C.'s Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan reported $13M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,922 in Professional & Technical Services (20,321 peers)

Fitts, Roberts, Kolkhorst & Co., P. C. multi-year trail

Fitts, Roberts, Kolkhorst & Co., P. C.'s plans moved +38.9% in assets from 2022 to 2024; this filing shows Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan at $13M / 49 participants.

#12,922
in Professional & Technical Services (20,321 peers)
+18.0%
assets growth YoY

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan vs every filed plan by assets

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

$13,085,702 Top 36% higher than 64% 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

Fitts, Roberts, Kolkhorst & Co., P.C. 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. Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan reported participants fell from 51 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 741699466 · Fitts, Roberts, Kolkhorst & Co., P. C. PY 2023 · 401(k)

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan · $13M · 49 · 64th

  • EIN $13M
  • RANK 49
  • PHOTO 64th
  • IND 401(k)
  • EOY near Pinger, Inc. 401(k) Plan
  • 5500 ind #12922

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 Professional & Technical Services retirement plans → · Plans in Texas →

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan in the asset neighbourhood

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) PlanFitts, Roberts, Kolkhorst & …$13MPinger, Inc. 401(k) Plan$13MAccurate Perforating Company, Inc. 401(k) PlanAccurate Perforating Company…$13MCitizens Bank and Trust 401(k) PlanCitizens Bank and Trust 401(…$13MB & B Lumber Company, Inc. Profit Sharing PlanB & B Lumber Company, Inc. P…$13M
End-of-year total assets ($M) among Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fitts, Roberts, Kolkhorst & Co., P. C. multi-year asset trail

Sponsor-wide plan assets over time

All Fitts, Roberts, Kolkhorst & Co., P. C. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 38.937555189640506% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $15.4M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 51 $11M
2023 1 49 $13M
2024 1 44 $15M

Fitts, Roberts, Kolkhorst & Co., P. C. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN741699466
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan, Total assets ($B): 0.013085702 · Participants: 49Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) 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
Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan side-by-side with 3 peers →

Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pinger, Inc. 401(k) Plan in CA ($13M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan assets move in 2023? ▼
Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan grew sharply - up 18.0% during 2023, from $11M to $13M. Reported net income was $2M.
How have Fitts, Roberts, Kolkhorst & Co., P. C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fitts, Roberts, Kolkhorst & Co., P. C.'s sponsor-wide assets grew 38.9%, from $11M to $15M.
Which 401(k) plans are similar in size to Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinger, Inc. 401(k) Plan in CA ($13M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Fitts, Roberts, Kolkhorst & Co., P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marvin & Co. PC Savings and Thrift Plan in NY (49 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 741699466.

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.