401(k) · DOL Form 5500 · 2023

Donahue Fitzgerald LLP 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
90
Participants Small participant base
85th
Percentile by assets National rank
$508,187
Avg per participant High balance/head
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Official DOL plan name: Donahue Fitzgerald LLP 401(k) Profit Sharing Plan · Sponsored by Donahue Fitzgerald LLP · California · Professional & Technical Services

$46M in assets, 90 participants

Donahue Fitzgerald LLP's Donahue Fitzgerald LLP 401(k) Profit Sharing Plan reported $46M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,396 in Professional & Technical Services (20,321 peers)

Where Donahue Fitzgerald LLP 401(k) Profit Sharing Plan sits by assets

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $46M for 90 participants (~$508,187/participant), up 20.8% in 2023.

#17,396
in Professional & Technical Services (20,321 peers)
+20.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan's outsized position by total assets

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$45,736,861 Top 15% higher than 85% 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

Donahue Fitzgerald LLP 401(k) Profit Sharing 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. Donahue Fitzgerald LLP 401(k) Profit Sharing Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donahue Fitzgerald LLP 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Donahue Fitzgerald LLP 401(k) Profit Sharing Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Donahue Fitzgerald LLP 401(k) Profit Sharing Plan reported participants rose from 89 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941242088 · Donahue Fitzgerald LLP PY 2023 · 401(k)

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan · $46M · 90 · 85th

  • BOY $46M
  • SCH 90
  • EBSA 85th
  • PART 401(k)
  • TYPE near Retirement Plan of Goodsill Anderson Quinn & Stifel
  • NET ind #17396

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 California →

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Mansfield Oil Company of Gainesville 401(k) PlanMansfield Oil Company of Gai…$46MDonahue Fitzgerald LLP 401(k) Profit Sharing PlanDonahue Fitzgerald LLP 401(k…$46MRetirement Plan of Goodsill Anderson Quinn & StifelRetirement Plan of Goodsill …$46MSouthwest Sales ESOP & 401(k) Retirement PlanSouthwest Sales ESOP & 401(k…$46MSabre Systems, Inc. 401(k) PlanSabre Systems, Inc. 401(k) P…$46M
End-of-year total assets ($M) among Donahue Fitzgerald LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN941242088
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donahue Fitzgerald LLP)

Sponsor-wide plan assets over time

All Donahue Fitzgerald LLP plans reported in each filing year

Latest sponsor-wide plan assets
$53M 39.56776455946712% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.9M $52.9M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 89 $38M
2023 1 90 $46M
2024 1 87 $53M

Nearby 401(k) Plans in California

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

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Donahue Fitzgerald LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.045736861 · Participants: 90Donahue Fitzgerald LLP 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Donahue Fitzgerald LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Donahue Fitzgerald LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retirement Plan of Goodsill Anderson Quinn & Stifel in HI ($46M); by covered participants it is Co-Op 401(k) Plan in WA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Donahue Fitzgerald LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Donahue Fitzgerald LLP 401(k) Profit Sharing Plan grew sharply - up 20.8% during 2023, from $38M to $46M. Reported net income was $8M.
How have Donahue Fitzgerald LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donahue Fitzgerald LLP's sponsor-wide assets grew 39.6%, from $38M to $53M.
Where does Donahue Fitzgerald LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Donahue Fitzgerald LLP 401(k) Profit Sharing Plan ranks in the 85th 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 Donahue Fitzgerald LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Plan of Goodsill Anderson Quinn & Stifel in HI ($46M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Donahue Fitzgerald LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Co-Op 401(k) Plan in WA (90 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 941242088.

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.