401(k) · DOL Form 5500 · 2023

Fikes Wholesale Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
1,120
Participants Near avg headcount
66th
Percentile by assets National rank
$12,893
Avg per participant Low balance/head
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Official DOL plan name: The Fikes Companies Profit Sharing Plan & Trust · Sponsored by Fikes Wholesale Inc. · Texas · Retail Trade

$14M in assets, 1,120 participants

Fikes Wholesale Inc.'s The Fikes Companies Profit Sharing Plan & Trust reported $14M in total assets and 1,120 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,488 in Retail Trade (8,414 peers)

Fikes Wholesale Inc. multi-year trail

Fikes Wholesale Inc.'s plans moved -15.0% in assets from 2022 to 2024; this filing shows The Fikes Companies Profit Sharing Plan & Trust at $14M / 1,120 participants.

#6,488
in Retail Trade (8,414 peers)
+17.5%
assets growth YoY

The Fikes Companies Profit Sharing Plan & Trust's mid-pack asset rank among Retail Trade and all filers

The Fikes Companies Profit Sharing Plan & Trust vs every filed plan by assets

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

$14,439,667 Top 34% higher than 66% 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 Fikes Companies Profit Sharing Plan & Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fikes Companies Profit Sharing Plan & Trust lands in the large band (1,120 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Fikes Companies Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Fikes Companies Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The Fikes Companies Profit Sharing Plan & Trust reported participants rose from 1,073 in the plan year 2022 filing to 1,120 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741857841 · Fikes Wholesale Inc. PY 2023 · 401(k)

The Fikes Companies Profit Sharing Plan & Trust · $14M · 1,120 · 66th

  • VS-ST $14M
  • BOY 1,120
  • SCH 66th
  • EBSA 401(k)
  • PART near Merritt Trailers, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #6488

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 Retail Trade retirement plans → · Plans in Texas →

The Fikes Companies Profit Sharing Plan & Trust in the asset neighbourhood

The Fikes Companies Profit Sharing Plan & TrustThe Fikes Companies Profit S…$14MMerritt Trailers, Inc. 401(k) Profit Sharing PlanMerritt Trailers, Inc. 401(k…$14MRobert James Sales, Inc 401(k) PlanRobert James Sales, Inc 401(…$14MEpstein Affiliated Companies 401(k) Pension PlanEpstein Affiliated Companies…$14MLowe Automotive Warehouse, Inc. 401(k) PlanLowe Automotive Warehouse, I…$14M
End-of-year total assets ($M) among The Fikes Companies Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fikes Wholesale Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fikes Wholesale Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 15.029680499445549% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $12.3M $10.4M ▼ -15.1%
Year Plans Participants Total Assets
2022 1 1,073 $12M
2023 1 1,120 $14M
2024 1 564 $10M

Fikes Wholesale Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN741857841
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Fikes Companies Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Fikes Companies Profit Sharing Plan & Trust, Total assets ($B): 0.014439667 · Participants: 1120The Fikes Companies Profit Sharing Plan & TrustAT&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 Fikes Companies Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Fikes Companies Profit Sharing Plan & Trust side-by-side with 3 peers →

The Fikes Companies Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Merritt Trailers, Inc. 401(k) Profit Sharing Plan in CO ($14M); by covered participants it is The Cathay General Bancorp 401(k) Profit Sharing Plan in CA (1,120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,120 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 Fikes Companies Profit Sharing Plan & Trust assets move in 2023? ▼
The Fikes Companies Profit Sharing Plan & Trust grew sharply - up 17.5% during 2023, from $12M to $14M. Reported net income was $2M.
How have Fikes Wholesale Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fikes Wholesale Inc.'s sponsor-wide assets declined 15.0%, from $12M to $10M.
Which 401(k) plans are similar in size to The Fikes Companies Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Merritt Trailers, Inc. 401(k) Profit Sharing Plan in CO ($14M, 221 participants).
Which 401(k) plans cover a similar participant headcount to The Fikes Companies Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Cathay General Bancorp 401(k) Profit Sharing Plan in CA (1,120 participants, $229M 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 741857841.

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.