401(k) · DOL Form 5500 · 2023
Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $147,349
- Avg per participant Above avg balance/head
Official DOL plan name: Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan · Sponsored by Fisher Associates, P.E., L.S., L.a., D.P.C. · New York · Professional & Technical Services
$23M in assets, 155 participants
Fisher Associates, P.E., L.S., L.a., D.P.C.'s Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan reported $23M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #15,259 in Professional & Technical Services (20,321 peers)
Coverage in New York
Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan covers 155 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $23M.
- #15,259
- in Professional & Technical Services (20,321 peers)
- +10.7%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,839,062 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan reported participants rose from 148 in the plan year 2022 filing to 155 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 161373998 · Fisher Associates, P.E., L.S., L.a., D.P.C. PY 2023 · 401(k)
Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan · $23M · 155 · 75th
- EIN $23M
- RANK 155
- PHOTO 75th
- IND 401(k)
- EOY near Eaton Cummins Automated Transmission Technologies Retirement Plan
- 5500 ind #15259
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 New York →
Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 161373998 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fisher Associates, P.E., L.S., L.a., D.P.C.)
Sponsor-wide plan assets over time
All Fisher Associates, P.E., L.S., L.a., D.P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 18.902601043782646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 148 | $21M |
| 2023 | 1 | 155 | $23M |
| 2024 | 1 | 161 | $25M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Fisher Associates, P.E., L.S., L.a., D.P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Eaton Cummins Automated Transmission Technologies Retirement Plan in IN ($23M); by covered participants it is Fraser Business Equipment Salary Deferral Plan in PA (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Fraser Business Equipment Salary Deferral Plan (PA) 155 · 0 off
- Pacific Bath Company 401(k) Plan (OR) 155 · 0 off
- New Mexican/Taos News 401(k) Plan (NM) 155 · 0 off
- Mayacama Golf Club, LLC 401(k) Profit Sharing Plan and Trust (CA) 155 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.