401(k) · DOL Form 5500 · 2023
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 88
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $480,477
- Avg per participant High balance/head
Official DOL plan name: Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan · Sponsored by Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. · Louisiana · Professional & Technical Services
$42M in assets, 88 participants
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C.'s Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan reported $42M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #17,202 in Professional & Technical Services (20,321 peers)
Where Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan sits by assets
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 88 participants (~$480,477/participant), up 16.4% in 2023.
- #17,202
- in Professional & Technical Services (20,321 peers)
- +16.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan's outsized position by total assets
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,282,007 Top 16% higher than 84% 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
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. 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. Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan reported participants fell from 94 in the plan year 2022 filing to 88 in the plan year 2023 filing.
DOL schedule card
Filing strip 721484836 · Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. PY 2023 · 401(k)
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan · $42M · 88 · 84th
- NET $42M
- NET 88
- NET 84th
- NET 401(k)
- NET near Sharing Network Management Company Savings and Investment Plan
- NET ind #17202
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 Louisiana →
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $6M |
| Employer EIN | 721484836 |
| Plan Effective Date | 2001-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C.)
Sponsor-wide plan assets over time
All Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 14.796146570262216% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $36M |
| 2023 | 1 | 88 | $42M |
| 2024 | 1 | 91 | $42M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Sharing Network Management Company Savings and Investment Plan in NJ ($42M); by covered participants it is Martines Palmeiro Construction 401(k) Plan in CO (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Martines Palmeiro Construction 401(k) Plan (CO) 88 · 0 off
- Unifocus, LP Retirement Savings Plan (TX) 88 · 0 off
- Eveden, Inc. Employee Retirement Plan (MA) 88 · 0 off
- Frank C. Videon, Inc. Employee Benefit Plan (PA) 88 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.