401(k) · DOL Form 5500 · 2023
The Fitzgerald Law Firm, P.C. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $82,481
- Avg per participant Below avg balance/head
Official DOL plan name: The Fitzgerald Law Firm, P.C. 401(k) Plan · Sponsored by The Fitzgerald Law Firm, P.C. · New York · Professional & Technical Services
$2M in assets, 24 participants
The Fitzgerald Law Firm, P.C.'s The Fitzgerald Law Firm, P.C. 401(k) Plan reported $2M in total assets and 24 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.
- #5,336 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
The Fitzgerald Law Firm, P.C. 401(k) Plan holds $2M for 24 participants - about $82,481 per participant, in the lower half of filed plans by assets.
- #5,336
- in Professional & Technical Services (20,321 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Fitzgerald Law Firm, P.C. 401(k) Plan among the smaller filed plans by assets
The Fitzgerald Law Firm, P.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,979,539 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Fitzgerald Law Firm, P.C. 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. The Fitzgerald Law Firm, P.C. 401(k) Plan is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Fitzgerald Law Firm, P.C. 401(k) Plan reported net income rose from -$431K in the plan year 2022 filing to -$162K in the plan year 2023 filing.
- The Fitzgerald Law Firm, P.C. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Fitzgerald Law Firm, P.C. 401(k) Plan reported participants fell from 25 in the plan year 2022 filing to 24 in the plan year 2023 filing.
DOL schedule card
Filing strip 463292009 · The Fitzgerald Law Firm, P.C. PY 2023 · 401(k)
The Fitzgerald Law Firm, P.C. 401(k) Plan · $2M · 24 · 30th
- PCT $2M
- EIN 24
- RANK 30th
- PHOTO 401(k)
- IND near Forrest Kenton Busch, Jr., D.O. 401(k) Plan
- EOY ind #5336
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 York →
The Fitzgerald Law Firm, P.C. 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$162K |
| Employer EIN | 463292009 |
| Plan Effective Date | 1977-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Fitzgerald Law Firm, P.C.)
Sponsor-wide plan assets over time
All The Fitzgerald Law Firm, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 8.259194637828873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $2M |
| 2023 | 1 | 24 | $2M |
| 2024 | 1 | 24 | $2M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
The Fitzgerald Law Firm, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Forrest Kenton Busch, Jr., D.O. 401(k) Plan in TN ($2M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- Hopereid, Inc. Retirement Plan (PA) 24 · 0 off
- National Institute for Trial Advocacy 401(k) Plan (CO) 24 · 0 off
- Urology Specialists, P.C. 401(k) Profit Sharing Plan (AL) 24 · 0 off
- Danco En, LLC 401(k) Plan (CA) 24 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.