401(k) · DOL Form 5500 · 2023

Fazio Mechanical Services, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
102
Participants Small participant base
60th
Percentile by assets National rank
$103,848
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fazio Mechanical Services, Inc. Profit Sharing Plan · Sponsored by Fazio Mechanical Services, Inc. · Pennsylvania · Construction

$11M in assets, 102 participants

Fazio Mechanical Services, Inc.'s Fazio Mechanical Services, Inc. Profit Sharing Plan reported $11M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,256 in Construction (9,030 peers)

Coverage in Pennsylvania

Fazio Mechanical Services, Inc. Profit Sharing Plan covers 102 participants in Pennsylvania, about 12% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#5,256
in Construction (9,030 peers)
+11.4%
assets growth YoY

Fazio Mechanical Services, Inc. Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Fazio Mechanical Services, Inc. Profit Sharing Plan vs every filed plan by assets

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

$10,592,474 Top 40% higher than 60% 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

Fazio Mechanical Services, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fazio Mechanical Services, Inc. Profit Sharing Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fazio Mechanical Services, Inc. Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Fazio Mechanical Services, Inc. Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251581957 · Fazio Mechanical Services, Inc. PY 2023 · 401(k)

Fazio Mechanical Services, Inc. Profit Sharing Plan · $11M · 102 · 60th

  • SCH $11M
  • SCH 102
  • SCH 60th
  • SCH 401(k)
  • SCH near Virtual Incorporated 401(k) Plan
  • SCH ind #5256

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 Construction retirement plans → · Plans in Pennsylvania →

Fazio Mechanical Services, Inc. Profit Sharing Plan in the asset neighbourhood

Fazio Mechanical Services, Inc. Profit Sharing PlanFazio Mechanical Services, I…$11MVirtual Incorporated 401(k) PlanVirtual Incorporated 401(k) …$11MWindsor Learning Center, Inc. 401(k) Profit Sharing PlanWindsor Learning Center, Inc…$11MAsu & Associates, a California Partnership 401(k) Profit Sharing PlanAsu & Associates, a Californ…$11MStewart Candy Company 401(k) PlanStewart Candy Company 401(k)…$11M
End-of-year total assets ($M) among Fazio Mechanical Services, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN251581957
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fazio Mechanical Services, Inc.)

Sponsor-wide plan assets over time

All Fazio Mechanical Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 33.27124400590285% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.51M $12.7M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 103 $10M
2023 1 102 $11M
2024 1 90 $13M

Nearby 401(k) Plans in Pennsylvania

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

Fazio Mechanical Services, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Fazio Mechanical Services, Inc. Profit Sharing Plan, Total assets ($B): 0.010592474 · Participants: 102Fazio Mechanical Services, Inc. Profit Sharing 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
Fazio Mechanical Services, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Fazio Mechanical Services, Inc. Profit Sharing Plan side-by-side with 3 peers →

Fazio Mechanical Services, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Virtual Incorporated 401(k) Plan in MA ($11M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Fazio Mechanical Services, Inc. Profit Sharing Plan assets move in 2023? ▼
Fazio Mechanical Services, Inc. Profit Sharing Plan grew at a solid clip - up 11.4% during 2023, from $10M to $11M. Reported net income was $1M.
How have Fazio Mechanical Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fazio Mechanical Services, Inc.'s sponsor-wide assets grew 33.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Fazio Mechanical Services, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Virtual Incorporated 401(k) Plan in MA ($11M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Fazio Mechanical Services, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 251581957.

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.