401(k) · DOL Form 5500 · 2023
Fr Capital Holdings, LP 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $149,811
- Avg per participant Above avg balance/head
Official DOL plan name: Fr Capital Holdings, LP 401(k) Retirement Plan · Sponsored by Fr Capital Holdings, LP · Pennsylvania · Professional & Technical Services
$7M in assets, 48 participants
Fr Capital Holdings, LP's Fr Capital Holdings, LP 401(k) Retirement Plan reported $7M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #10,142 in Professional & Technical Services (20,321 peers)
Fr Capital Holdings, LP multi-year trail
Fr Capital Holdings, LP's plans moved +62.0% in assets from 2022 to 2024; this filing shows Fr Capital Holdings, LP 401(k) Retirement Plan at $7M / 48 participants.
- #10,142
- in Professional & Technical Services (20,321 peers)
- +26.5%
- assets growth YoY
Fr Capital Holdings, LP 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Fr Capital Holdings, LP 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,190,950 Top 48% higher than 52% 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
Fr Capital Holdings, LP 401(k) Retirement 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. Fr Capital Holdings, LP 401(k) Retirement Plan is a small filing (48 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fr Capital Holdings, LP 401(k) Retirement Plan reported net income rose from -$843K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Fr Capital Holdings, LP 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Fr Capital Holdings, LP 401(k) Retirement Plan reported participants rose from 40 in the plan year 2022 filing to 48 in the plan year 2023 filing.
DOL schedule card
Filing strip 261901166 · Fr Capital Holdings, LP PY 2023 · 401(k)
Fr Capital Holdings, LP 401(k) Retirement Plan · $7M · 48 · 52nd
- PART $7M
- TYPE 48
- NET 52nd
- BOOK 401(k)
- VS-ST near Procede Software 401(k) Plan
- BOY ind #10142
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 Pennsylvania →
Fr Capital Holdings, LP 401(k) Retirement Plan in the asset neighbourhood
Fr Capital Holdings, LP multi-year asset trail
Sponsor-wide plan assets over time
All Fr Capital Holdings, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 62.047464810880584% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $6M |
| 2023 | 1 | 48 | $7M |
| 2024 | 1 | 52 | $9M |
Fr Capital Holdings, LP filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 261901166 |
| Plan Effective Date | 2006-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Fr Capital Holdings, LP 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Procede Software 401(k) Plan in CA ($7M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.
- Thomson & Thomson, Inc. Safe Harbor 401(k) Plan (TN) 48 · 0 off
- Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan (MI) 48 · 0 off
- Bitovi 401(k) Plan and Trust (IL) 48 · 0 off
- Neal and Harwell Profit Sharing Plan (TN) 48 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.