401(k) · DOL Form 5500 · 2023

Fringe Benefit Group, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
249
Participants Below avg headcount
86th
Percentile by assets National rank
$211,403
Avg per participant Above avg balance/head
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Official DOL plan name: The Contractors Retirement Plan · Sponsored by Fringe Benefit Group, Inc. · Texas · Finance & Insurance

$53M in assets, 249 participants

Fringe Benefit Group, Inc.'s The Contractors Retirement Plan reported $53M in total assets and 249 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,957 in Finance & Insurance (8,869 peers)

Coverage in Texas

The Contractors Retirement Plan covers 249 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $53M.

#6,957
in Finance & Insurance (8,869 peers)
+14.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Contractors Retirement Plan's outsized position by total assets

The Contractors Retirement Plan vs every filed plan by assets

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

$52,639,280 Top 14% higher than 86% 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

The Contractors Retirement 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. The Contractors Retirement Plan sits mid-pack in the medium band (249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Contractors Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Contractors Retirement Plan end-of-year assets rose from $46M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • The Contractors Retirement Plan reported participants rose from 244 in the plan year 2022 filing to 249 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742124394 · Fringe Benefit Group, Inc. PY 2023 · 401(k)

The Contractors Retirement Plan · $53M · 249 · 86th

  • NET $53M
  • NET 249
  • NET 86th
  • NET 401(k)
  • NET near Spectrum Equity Management, Inc. Profit Sharing Retirement Plan
  • NET ind #6957

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 Finance & Insurance retirement plans → · Plans in Texas →

The Contractors Retirement Plan in the asset neighbourhood

Avma Life Trust, LLC 401(k) PlanAvma Life Trust, LLC 401(k) …$53MThe Contractors Retirement PlanThe Contractors Retirement P…$53MSpectrum Equity Management, Inc. Profit Sharing Retirement PlanSpectrum Equity Management, …$53MSouthwoods Health 401(k) Plan$53MZero Zone, Inc. 401(k) Savings PlanZero Zone, Inc. 401(k) Savin…$53M
End-of-year total assets ($M) among The Contractors Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$53M
Net Income$7M
Employer EIN742124394
Plan Effective Date1992-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fringe Benefit Group, Inc.)

Sponsor-wide plan assets over time

All Fringe Benefit Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 31.12289786164597% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.8M $60.1M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 244 $46M
2023 1 249 $53M
2024 1 217 $60M

Nearby 401(k) Plans in Texas

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

The Contractors Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Contractors Retirement Plan, Total assets ($B): 0.05263928 · Participants: 249The Contractors Retirement 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
The Contractors Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

The Contractors Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Spectrum Equity Management, Inc. Profit Sharing Retirement Plan in CA ($53M); by covered participants it is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (249 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 The Contractors Retirement Plan assets move in 2023?
The Contractors Retirement Plan grew at a solid clip - up 14.9% during 2023, from $46M to $53M. Reported net income was $7M.
How have Fringe Benefit Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Fringe Benefit Group, Inc.'s sponsor-wide assets grew 31.1%, from $46M to $60M.
Where does The Contractors Retirement Plan rank by assets among Form 5500 filers?
The Contractors Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Contractors Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Spectrum Equity Management, Inc. Profit Sharing Retirement Plan in CA ($53M, 70 participants).
Which 401(k) plans cover a similar participant headcount to The Contractors Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Millennium Rehab & Consulting Group, Inc. 401(k) Plan in IA (249 participants, N/A in assets).