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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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 401(k) Retirement PlanFr Capital Holdings, LP 401(…$7MProcede Software 401(k) Plan$7MThe Eli's Cheesecake Company 401(k) and Profit Sharing PlanThe Eli's Cheesecake Company…$7MHeritage Health 403(b) Plan$7MDynamo Technologies LLC 401(k) Profit Sharing PlanDynamo Technologies LLC 401(…$7M
End-of-year total assets ($M) among Fr Capital Holdings, LP 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$4M$6M$8M$10M 202220232024 $5.69M $9.21M ▲ +61.9%
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 EIN261901166
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Fr Capital Holdings, LP 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Fr Capital Holdings, LP 401(k) Retirement Plan, Total assets ($B): 0.00719095 · Participants: 48Fr Capital Holdings, LP 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Fr Capital Holdings, LP 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Fr Capital Holdings, LP 401(k) Retirement Plan assets move in 2023?
Fr Capital Holdings, LP 401(k) Retirement Plan grew sharply - up 26.5% during 2023, from $6M to $7M. Reported net income was $2M.
How have Fr Capital Holdings, LP plan assets changed over time?
Across 3 plan years on file (2022-2024), Fr Capital Holdings, LP's sponsor-wide assets grew 62.0%, from $6M to $9M.
Which 401(k) plans are similar in size to Fr Capital Holdings, LP 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Procede Software 401(k) Plan in CA ($7M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Fr Capital Holdings, LP 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M in assets).