401(k) · DOL Form 5500 · 2023
Gary Fitzpatrick Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $8K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $1,990
- Avg per participant Low balance/head
Official DOL plan name: Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan · Sponsored by Gary Fitzpatrick Agency, Inc. · Georgia · Finance & Insurance
$8K in assets, 4 participants
Gary Fitzpatrick Agency, Inc.'s Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan reported $8K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- #89 in Finance & Insurance (8,869 peers)
2023 asset change
Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan contracted severely 73.1% in 2023 ($30K → $8K) for 4 participants.
- #89
- in Finance & Insurance (8,869 peers)
- -73.1%
- assets change YoY
The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,958 1st percentile higher than 1% 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
Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan reported net income fell from $17K in the plan year 2022 filing to -$22K in the plan year 2023 filing.
- Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $30K in the plan year 2022 filing to $8K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 821230459 · Gary Fitzpatrick Agency, Inc. PY 2023 · 401(k)
Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan · $8K · 4 · 1st
- NET $8K
- NET 4
- NET 1st
- NET 401(k)
- NET near Family Drug Center Employee Profit-Sharing Trust
- NET ind #89
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 Georgia →
Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Gary Fitzpatrick Agency, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Gary Fitzpatrick Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $30K |
| 2023 | 1 | 4 | $8K |
| 2024 | 1 | 1 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $30K |
|---|---|
| Net Assets (End of Year) | $8K |
| Net Income | -$22K |
| Employer EIN | 821230459 |
| Plan Effective Date | 2017-04-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Gary Fitzpatrick Agency, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Family Drug Center Employee Profit-Sharing Trust in KS ($8K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.