401(k) · DOL Form 5500 · 2022

Fitzgerald Peterbilt I, LLC 401(k) Plan

Data updated 2026-08-25

$849K
Total assets Small plan by assets
115
Participants Small participant base
23rd
Percentile by assets National rank
$7,383
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Fitzgerald Peterbilt 401(k) Plan · Sponsored by Fitzgerald Peterbilt I, LLC · Tennessee · Retail Trade

$849K in assets, 115 participants

Fitzgerald Peterbilt I, LLC's Fitzgerald Peterbilt 401(k) Plan reported $849K in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,168 in Retail Trade (9,519 peers)

Coverage in Tennessee

Fitzgerald Peterbilt 401(k) Plan covers 115 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $849K.

#3,168
in Retail Trade (9,519 peers)
-2.8%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fitzgerald Peterbilt 401(k) Plan among the smaller filed plans by assets

Fitzgerald Peterbilt 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$849,003 23rd percentile higher than 23% of 139,123 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 2022

Fitzgerald Peterbilt 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fitzgerald Peterbilt 401(k) Plan sits mid-pack in the medium band (115 participants).

Published 5500 schedule card

Filing strip 813050703 · Fitzgerald Peterbilt I, LLC PY 2022 · 401(k)

Fitzgerald Peterbilt 401(k) Plan · $849K · 115 · 23rd

  • ASSETS $849K
  • PCT 115
  • EIN 23rd
  • RANK 401(k)
  • PHOTO near South Shore Dental Care PC 401(k) Profit Sharing Plan
  • IND ind #3168

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 Retail Trade retirement plans → · Plans in Tennessee →

Fitzgerald Peterbilt 401(k) Plan in the asset neighbourhood

Fitzgerald Peterbilt 401(k) PlanFitzgerald Peterbilt 401(k) …$849KSouth Shore Dental Care PC 401(k) Profit Sharing PlanSouth Shore Dental Care PC 4…$849KCity Wide Property Services Inc. 401(k) PlanCity Wide Property Services …$849KSkyrunner Inc 401(k) Profit Sharing Plan & TrustSkyrunner Inc 401(k) Profit …$849KSugarwood Services, Inc. 401(k) Profit Sharing PlanSugarwood Services, Inc. 401…$849K
End-of-year total assets ($M) among Fitzgerald Peterbilt 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$873K
Net Assets (End of Year)$849K
Net Income-$24K
Employer EIN813050703
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Fitzgerald Peterbilt 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Fitzgerald Peterbilt 401(k) Plan, Total assets ($B): 0.000849003 · Participants: 115Fitzgerald Peterbilt 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Fitzgerald Peterbilt 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Fitzgerald Peterbilt 401(k) Plan side-by-side with 3 peers →

Fitzgerald Peterbilt 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is South Shore Dental Care PC 401(k) Profit Sharing Plan in NY ($849K); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fitzgerald Peterbilt 401(k) Plan assets move in 2022? ▼
Fitzgerald Peterbilt 401(k) Plan edged down modestly - down 2.8% during 2022, from $873K to $849K. Reported net income was -$24K.
Where does Fitzgerald Peterbilt 401(k) Plan rank by assets among Form 5500 filers? ▼
Fitzgerald Peterbilt 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fitzgerald Peterbilt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Shore Dental Care PC 401(k) Profit Sharing Plan in NY ($849K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Fitzgerald Peterbilt 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 813050703.

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.