401(k) · DOL Form 5500 · 2023

The Law Offices of Fred T. Polacek, Esq. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
31st
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: Fred T. Polacek 401(k) Plan · Sponsored by The Law Offices of Fred T. Polacek, Esq. · Rhode Island · Healthcare & Social Assistance

$2M in assets, 1 participants

The Law Offices of Fred T. Polacek, Esq.'s Fred T. Polacek 401(k) Plan reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,274 in Healthcare & Social Assistance (17,684 peers)

The Law Offices of Fred T. Polacek, Esq. multi-year trail

The Law Offices of Fred T. Polacek, Esq.'s plans moved +41.6% in assets from 2022 to 2024; this filing shows Fred T. Polacek 401(k) Plan at $2M / 1 participant.

#5,274
in Healthcare & Social Assistance (17,684 peers)
+21.0%
assets growth YoY

Fred T. Polacek 401(k) Plan among the smaller filed plans by assets

Fred T. Polacek 401(k) Plan vs every filed plan by assets

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

$2,099,190 31st percentile higher than 31% 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

Fred T. Polacek 401(k) 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. Fred T. Polacek 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fred T. Polacek 401(k) Plan reported net income rose from -$335K in the plan year 2022 filing to $364K in the plan year 2023 filing.
  • Fred T. Polacek 401(k) Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Fred T. Polacek 401(k) 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 →

Form 5500 schedule snapshot

Filing strip 050502004 · The Law Offices of Fred T. Polacek, Esq. PY 2023 · 401(k)

Fred T. Polacek 401(k) Plan · $2M · 1 · 31st

  • TYPE $2M
  • TYPE 1
  • TYPE 31st
  • TYPE 401(k)
  • TYPE near Nursecore Management Services, LLC. 401(k) Profit Sharing Plan
  • TYPE ind #5274

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 Healthcare & Social Assistance retirement plans → · Plans in Rhode Island →

Fred T. Polacek 401(k) Plan in the asset neighbourhood

Fred T. Polacek 401(k) Plan$2MNursecore Management Services, LLC. 401(k) Profit Sharing PlanNursecore Management Service…$2MHansen Marine Engineering, Inc. Profit Sharing Plan and TrustHansen Marine Engineering, I…$2MStorage Works, Inc. 401(k) Profit Sharing PlanStorage Works, Inc. 401(k) P…$2MPathology Associates of N.E. Pennsylvania Retirement PlanPathology Associates of N.E.…$2M
End-of-year total assets ($M) among Fred T. Polacek 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Law Offices of Fred T. Polacek, Esq. multi-year asset trail

Sponsor-wide plan assets over time

All The Law Offices of Fred T. Polacek, Esq. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 41.560316135932% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.74M $2.46M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 1 $2M
2024 2 3 $2M

The Law Offices of Fred T. Polacek, Esq. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$364K
Employer EIN050502004
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Fred T. Polacek 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Fred T. Polacek 401(k) Plan, Total assets ($B): 0.00209919 · Participants: 1Fred T. Polacek 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Fred T. Polacek 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants

Fred T. Polacek 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Nursecore Management Services, LLC. 401(k) Profit Sharing Plan in TX ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Fred T. Polacek 401(k) Plan assets move in 2023?
Fred T. Polacek 401(k) Plan grew sharply - up 21.0% during 2023, from $2M to $2M. Reported net income was $364K.
How have The Law Offices of Fred T. Polacek, Esq. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Law Offices of Fred T. Polacek, Esq.'s sponsor-wide assets grew 41.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Fred T. Polacek 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Nursecore Management Services, LLC. 401(k) Profit Sharing Plan in TX ($2M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Fred T. Polacek 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).