401(k) · DOL Form 5500 · 2023

Fergon, Inc. 401(k) Plan

Data updated 2026-08-25

$415K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$103,735
Avg per participant Below avg balance/head
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Official DOL plan name: Fergon, Inc. 401(k) Profit Sharing Plan · Sponsored by Fergon, Inc. · Florida · Other Services

$415K in assets, 4 participants

Fergon, Inc.'s Fergon, Inc. 401(k) Profit Sharing Plan reported $415K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,795 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Fergon, Inc. 401(k) Profit Sharing Plan ranks #2,795 of 7,857 2023 filers by assets (4837% of the sector average)-$415K for 4 participants.

#2,795
in Other Services (7,857 peers)
-26.4%
assets change YoY

The plan reported a net loss of $149K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fergon, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Fergon, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$414,939 16th percentile higher than 16% 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

Fergon, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fergon, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fergon, Inc. 401(k) Profit Sharing Plan reported net income fell from $219K in the plan year 2022 filing to -$149K in the plan year 2023 filing.
  • Fergon, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $563K in the plan year 2022 filing to $415K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 371782766 · Fergon, Inc. PY 2023 · 401(k)

Fergon, Inc. 401(k) Profit Sharing Plan · $415K · 4 · 16th

  • EOY $415K
  • 5500 4
  • ASSETS 16th
  • PCT 401(k)
  • EIN near Me & You Investments Inc. 401(k) Plan
  • RANK ind #2795

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 Florida →

Fergon, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

International Electronics 401(k) Profit Sharing Plan and TrustInternational Electronics 40…$415KFergon, Inc. 401(k) Profit Sharing PlanFergon, Inc. 401(k) Profit S…$415KMe & You Investments Inc. 401(k) PlanMe & You Investments Inc. 40…$415KConcorde Support & Development, Inc. 401(k) Profit Sharing PlanConcorde Support & Developme…$415KGarcia Cpa PC 401(k) Profit Sharing Plan & TrustGarcia Cpa PC 401(k) Profit …$415K
End-of-year total assets ($M) among Fergon, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$563K
Net Assets (End of Year)$415K
Net Income-$149K
Employer EIN371782766
Plan Effective Date2015-05-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Fergon, Inc.)

Sponsor-wide plan assets over time

All Fergon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$353K 37.30957079777945% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.56M $0.35M ▼ -37.5%
Year Plans Participants Total Assets
2022 1 4 $563K
2023 1 4 $415K
2024 1 4 $353K

Nearby 401(k) Plans in Florida

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

Fergon, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fergon, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000414939 · Participants: 4Fergon, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Fergon, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fergon, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fergon, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Me & You Investments Inc. 401(k) Plan in TX ($415K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Fergon, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Fergon, Inc. 401(k) Profit Sharing Plan declined sharply - down 26.4% during 2023, from $563K to $415K. Reported net income was -$149K.
How have Fergon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fergon, Inc.'s sponsor-wide assets declined 37.3%, from $563K to $353K.
Where does Fergon, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fergon, Inc. 401(k) Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fergon, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Me & You Investments Inc. 401(k) Plan in TX ($415K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Fergon, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 371782766.

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.