401(k) · DOL Form 5500 · 2023

Fordyce Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$396,932
Avg per participant High balance/head
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Official DOL plan name: Fordyce 401(k) and Profit Sharing Plan · Sponsored by Fordyce Holdings, Inc. · Texas · Mining & Oil Extraction

$2M in assets, 5 participants

Fordyce Holdings, Inc.'s Fordyce 401(k) and Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #89 in Mining & Oil Extraction (811 peers)

Fordyce Holdings, Inc. multi-year trail

Fordyce Holdings, Inc.'s plans moved -17.5% in assets from 2022 to 2024; this filing shows Fordyce 401(k) and Profit Sharing Plan at $2M / 5 participants.

#89
in Mining & Oil Extraction (811 peers)
+16.5%
assets growth YoY

Fordyce 401(k) and Profit Sharing Plan among the smaller filed plans by assets

Fordyce 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$1,984,658 30th percentile higher than 30% 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

Fordyce 401(k) and 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. Fordyce 401(k) and Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fordyce 401(k) and Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $281K in the plan year 2023 filing.
  • Fordyce 401(k) and Profit Sharing Plan reported participants fell from 120 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Fordyce 401(k) and Profit Sharing 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 →

Published 5500 schedule card

Filing strip 740629110 · Fordyce Holdings, Inc. PY 2023 · 401(k)

Fordyce 401(k) and Profit Sharing Plan · $2M · 5 · 30th

  • RANK $2M
  • RANK 5
  • RANK 30th
  • RANK 401(k)
  • RANK near Diamond Group Health Services 401(k) Profit Sharing Plan and Trust
  • RANK ind #89

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Fordyce 401(k) and Profit Sharing Plan in the asset neighbourhood

Dx Mso PLLC 401(k) Profit Sharing Plan and TrustDx Mso PLLC 401(k) Profit Sh…$2MFordyce 401(k) and Profit Sharing PlanFordyce 401(k) and Profit Sh…$2MDiamond Group Health Services 401(k) Profit Sharing Plan and TrustDiamond Group Health Service…$2MRmkm 401(k) Plan$2MAcl Airshop, LLC 401(k) Profit Sharing Plan and TrustAcl Airshop, LLC 401(k) Prof…$2M
End-of-year total assets ($M) among Fordyce 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fordyce Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fordyce Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 17.533579522097025% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $22.6M $18.6M ▼ -17.5%
Year Plans Participants Total Assets
2022 2 183 $23M
2023 2 11 $23M
2024 2 11 $19M

Fordyce Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$281K
Employer EIN740629110
Plan Effective Date2011-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Fordyce 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fordyce 401(k) and Profit Sharing Plan, Total assets ($B): 0.001984658 · Participants: 5Fordyce 401(k) and Profit Sharing 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
Fordyce 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fordyce 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Fordyce 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Diamond Group Health Services 401(k) Profit Sharing Plan and Trust in MI ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Fordyce 401(k) and Profit Sharing Plan assets move in 2023? ▼
Fordyce 401(k) and Profit Sharing Plan grew sharply - up 16.5% during 2023, from $2M to $2M. Reported net income was $281K.
How have Fordyce Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fordyce Holdings, Inc.'s sponsor-wide assets declined 17.5%, from $23M to $19M.
Which 401(k) plans are similar in size to Fordyce 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diamond Group Health Services 401(k) Profit Sharing Plan and Trust in MI ($2M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Fordyce 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 740629110.

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.