401(k) · DOL Form 5500 · 2023

Fanning Bard Tatum Architects Aia, Ltd. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
41
Participants Small participant base
62nd
Percentile by assets National rank
$285,112
Avg per participant High balance/head
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Official DOL plan name: F.B.T. 401(k) Plan · Sponsored by Fanning Bard Tatum Architects Aia, Ltd. · New Mexico · Professional & Technical Services

$12M in assets, 41 participants

Fanning Bard Tatum Architects Aia, Ltd.'s F.B.T. 401(k) Plan reported $12M in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,383 in Professional & Technical Services (20,321 peers)

Fanning Bard Tatum Architects Aia, Ltd. multi-year trail

Fanning Bard Tatum Architects Aia, Ltd.'s plans moved +32.3% in assets from 2022 to 2024; this filing shows F.B.T. 401(k) Plan at $12M / 41 participants.

#12,383
in Professional & Technical Services (20,321 peers)
+20.7%
assets growth YoY

F.B.T. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

F.B.T. 401(k) Plan vs every filed plan by assets

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

$11,689,591 Top 38% higher than 62% 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

F.B.T. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. F.B.T. 401(k) Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • F.B.T. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • F.B.T. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • F.B.T. 401(k) Plan reported participants rose from 35 in the plan year 2022 filing to 41 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 850388883 · Fanning Bard Tatum Architects Aia, Ltd. PY 2023 · 401(k)

F.B.T. 401(k) Plan · $12M · 41 · 62nd

  • BOY $12M
  • BOY 41
  • BOY 62nd
  • BOY 401(k)
  • BOY near Apci 401(k) Plan
  • BOY ind #12383

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 Professional & Technical Services retirement plans → · Plans in New Mexico →

F.B.T. 401(k) Plan in the asset neighbourhood

F.B.T. 401(k) Plan$12MApci 401(k) Plan$12MStructural and Steel Products 401(k) PlanStructural and Steel Product…$12MCaplin & Drysdale, Chartered Retirement Plan and Trust Single Plan BCaplin & Drysdale, Chartered…$12MLacarte Enterprises Inc 401(k) Profit Sharing Plan & TrustLacarte Enterprises Inc 401(…$12M
End-of-year total assets ($M) among F.B.T. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fanning Bard Tatum Architects Aia, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All Fanning Bard Tatum Architects Aia, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 32.289573374166174% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.68M $12.8M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 35 $10M
2023 1 41 $12M
2024 1 47 $13M

Fanning Bard Tatum Architects Aia, Ltd. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN850388883
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

F.B.T. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants F.B.T. 401(k) Plan, Total assets ($B): 0.011689591 · Participants: 41F.B.T. 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
F.B.T. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare F.B.T. 401(k) Plan side-by-side with 3 peers →

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

Outside New Mexico, the nearest 401(k) by assets is Apci 401(k) Plan in AL ($12M); by covered participants it is Houston Vehicle Leasing 401(k) Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 F.B.T. 401(k) Plan assets move in 2023? ▼
F.B.T. 401(k) Plan grew sharply - up 20.7% during 2023, from $10M to $12M. Reported net income was $2M.
How have Fanning Bard Tatum Architects Aia, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fanning Bard Tatum Architects Aia, Ltd.'s sponsor-wide assets grew 32.3%, from $10M to $13M.
Which 401(k) plans are similar in size to F.B.T. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apci 401(k) Plan in AL ($12M, 50 participants).
Which 401(k) plans cover a similar participant headcount to F.B.T. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Houston Vehicle Leasing 401(k) Plan in TX (41 participants, N/A 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 850388883.

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.