401(k) · DOL Form 5500 · 2023

Fund Evaluation Group, LLC 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
133
Participants Small participant base
86th
Percentile by assets National rank
$396,704
Avg per participant High balance/head
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Official DOL plan name: Fund Evaluation Group, LLC 401(k) Profit Sharing Plan · Sponsored by Fund Evaluation Group, LLC · Ohio · Finance & Insurance

$53M in assets, 133 participants

Fund Evaluation Group, LLC's Fund Evaluation Group, LLC 401(k) Profit Sharing Plan reported $53M in total assets and 133 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.

  • #6,963 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan covers 133 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $53M.

#6,963
in Finance & Insurance (8,869 peers)
+17.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$52,761,628 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

Fund Evaluation Group, LLC 401(k) Profit Sharing 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. Fund Evaluation Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fund Evaluation Group, LLC 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fund Evaluation Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $45M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Fund Evaluation Group, LLC 401(k) Profit Sharing Plan reported participants rose from 125 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 010694771 · Fund Evaluation Group, LLC PY 2023 · 401(k)

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan · $53M · 133 · 86th

  • NET $53M
  • BOOK 133
  • VS-ST 86th
  • BOY 401(k)
  • SCH near Ebix, Inc. Cash Option Profit Sharing Trust
  • EBSA ind #6963

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 Ohio →

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Eagle Rock Distributing Company 401(k) Profit Sharing PlanEagle Rock Distributing Comp…$53MArgo Data Resource Corporation 401(k) PlanArgo Data Resource Corporati…$53MFund Evaluation Group, LLC 401(k) Profit Sharing PlanFund Evaluation Group, LLC 4…$53MEbix, Inc. Cash Option Profit Sharing TrustEbix, Inc. Cash Option Profi…$53MWomen's Health Mississippi, LLC 401(k) PlanWomen's Health Mississippi, …$53M
End-of-year total assets ($M) among Fund Evaluation Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$53M
Net Income$8M
Employer EIN010694771
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fund Evaluation Group, LLC)

Sponsor-wide plan assets over time

All Fund Evaluation Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 27.226975868151126% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.9M $57.1M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 125 $45M
2023 1 133 $53M
2024 1 135 $57M

Nearby 401(k) Plans in Ohio

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

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Fund Evaluation Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.052761628 · Participants: 133Fund Evaluation Group, LLC 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Fund Evaluation Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Fund Evaluation Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ebix, Inc. Cash Option Profit Sharing Trust in GA ($53M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Fund Evaluation Group, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Fund Evaluation Group, LLC 401(k) Profit Sharing Plan grew sharply - up 17.6% during 2023, from $45M to $53M. Reported net income was $8M.
How have Fund Evaluation Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fund Evaluation Group, LLC's sponsor-wide assets grew 27.2%, from $45M to $57M.
Where does Fund Evaluation Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fund Evaluation Group, LLC 401(k) Profit Sharing 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 Fund Evaluation Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ebix, Inc. Cash Option Profit Sharing Trust in GA ($53M, 438 participants).
Which 401(k) plans cover a similar participant headcount to Fund Evaluation Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 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 010694771.

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.