401(k) · DOL Form 5500 · 2023

Fifth Generation, Inc 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
618
Participants Below avg headcount
90th
Percentile by assets National rank
$133,348
Avg per participant Near avg balance/head
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Official DOL plan name: Fifth Generation, Inc 401(k) Plan · Sponsored by Fifth Generation, Inc · Texas · Manufacturing

$82M in assets, 618 participants

Fifth Generation, Inc's Fifth Generation, Inc 401(k) Plan reported $82M in total assets and 618 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,902 in Manufacturing (18,722 peers)

Where Fifth Generation, Inc 401(k) Plan sits by assets

Fifth Generation, Inc 401(k) Plan sits in the top 10% of all filed plans by assets, $82M for 618 participants (~$133,348/participant), up 35.8% in 2023.

#15,902
in Manufacturing (18,722 peers)
+35.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Fifth Generation, Inc 401(k) Plan's outsized position by total assets

Fifth Generation, Inc 401(k) Plan vs every filed plan by assets

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

$82,409,296 Top 10% higher than 90% 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

Fifth Generation, Inc 401(k) 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. Fifth Generation, Inc 401(k) Plan sits mid-pack in the medium band (618 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fifth Generation, Inc 401(k) Plan reported net income rose from $381K in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Fifth Generation, Inc 401(k) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Fifth Generation, Inc 401(k) Plan reported participants rose from 595 in the plan year 2022 filing to 618 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742737688 · Fifth Generation, Inc PY 2023 · 401(k)

Fifth Generation, Inc 401(k) Plan · $82M · 618 · 90th

  • SCH $82M
  • EBSA 618
  • PART 90th
  • TYPE 401(k)
  • NET near Coforge Limited 401(k) Plan
  • BOOK ind #15902

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 Manufacturing retirement plans → · Plans in Texas →

Fifth Generation, Inc 401(k) Plan in the asset neighbourhood

Peachtree Orthopaedic Clinic, P.a. 401(k) Retirement PlanPeachtree Orthopaedic Clinic…$82MO'neil Industries, Inc. Incentive Savings PlanO'neil Industries, Inc. Ince…$82MAscent Aerospace Holdings, LLC 401(k) PlanAscent Aerospace Holdings, L…$82MFifth Generation, Inc 401(k) PlanFifth Generation, Inc 401(k)…$82MCoforge Limited 401(k) Plan$82M
End-of-year total assets ($M) among Fifth Generation, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$82M
Net Income$22M
Employer EIN742737688
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fifth Generation, Inc)

Sponsor-wide plan assets over time

All Fifth Generation, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$105M 73.28088527719532% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $60.7M $105M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 595 $61M
2023 1 618 $82M
2024 1 700 $105M

Nearby 401(k) Plans in Texas

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

Fifth Generation, Inc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fifth Generation, Inc 401(k) Plan, Total assets ($B): 0.082409296 · Participants: 618Fifth Generation, Inc 401(k) 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
Fifth Generation, Inc 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fifth Generation, Inc 401(k) Plan side-by-side with 3 peers →

Fifth Generation, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Coforge Limited 401(k) Plan in NJ ($82M); by covered participants it is The Russian School of Mathematics 401(k) Plan in MA (618 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (618 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 Fifth Generation, Inc 401(k) Plan assets move in 2023? ▼
Fifth Generation, Inc 401(k) Plan surged - up 35.8% during 2023, from $61M to $82M. Reported net income was $22M.
How have Fifth Generation, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fifth Generation, Inc's sponsor-wide assets grew 73.3%, from $61M to $105M.
Where does Fifth Generation, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Fifth Generation, Inc 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fifth Generation, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coforge Limited 401(k) Plan in NJ ($82M, 939 participants).
Which 401(k) plans cover a similar participant headcount to Fifth Generation, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Russian School of Mathematics 401(k) Plan in MA (618 participants, $23M 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 742737688.

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.