401(k) · DOL Form 5500 · 2023

Farrell Fritz, P.C. 401(k) Plan

Data updated 2026-08-11

$79M
Total assets: 139
Participants: 90th
Percentile by assets: $571,137
Avg per participant

Official DOL plan name: Farrell Fritz, P.C. 401(k) Profit Sharing Plan · Sponsored by Farrell Fritz, P.C. · New York · Professional & Technical Services

$79M in assets, 139 participants

Farrell Fritz, P.C.'s Farrell Fritz, P.C. 401(k) Profit Sharing Plan reported $79M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 127,072 plans)
#18,464 in Professional & Technical Services (20,321 peers)

Coverage in New York

Farrell Fritz, P.C. 401(k) Profit Sharing Plan covers 139 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $79M.

$79M
total plan assets (2023 EOY): 139
covered participants: 90th
percentile by assets (of 127,072 plans): $571,137
avg assets per participant

Where Farrell Fritz, P.C. 401(k) Profit Sharing Plan sits by total assets

Farrell Fritz, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$79,388,053 Top 10% higher than 90% 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

Farrell Fritz, P.C. 401(k) Profit Sharing Plan reported net income rose from -$20M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Farrell Fritz, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $68M in the plan year 2022 filing to $79M in the plan year 2023 filing.
Farrell Fritz, P.C. 401(k) Profit Sharing Plan reported participants fell from 149 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Farrell Fritz, P.C. 401(k) Profit Sharing Plan reports 139 participants - about 17% of that state average ($79M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$68M
Net Assets (End of Year)	$79M
Net Income	$11M
Employer EIN	061620161
Plan Effective Date	1993-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Farrell Fritz, P.C.)

Total plan assets by year, all Farrell Fritz, P.C. plans on file

Year	Plans	Participants	Total Assets
2022	1	149	$68M
2023	1	139	$79M
2024	1	154	$80M

Nearby 401(k) Plans in New York

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

Farrell Fritz, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Farrell Fritz, P.C. 401(k) Profit Sharin… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Farrell Fritz, P.C. 401(k) Profit Sharing Plan by total assets, not by location.

Ep Energy 401(k) Retirement Plan (TX) $79M · 89
Extreme Reach Inc. 401(k) Profit Sharing Plan Trust (MA) $79M · 739
Lytx, Inc. Retirement Savings 401(k) Plan (CA) $79M · 699
Marcone Appliance Parts Center 401(k) Profit Sharing Plan (MO) $79M · 1,887

Frequently Asked Questions

How did Farrell Fritz, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼

Farrell Fritz, P.C. 401(k) Profit Sharing Plan grew sharply - up 16.8% during 2023, from $68M to $79M. Reported net income was $11M.

How have Farrell Fritz, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Farrell Fritz, P.C.'s sponsor-wide assets grew 17.1%, from $68M to $80M.

Where does Farrell Fritz, P.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Farrell Fritz, P.C. 401(k) Profit Sharing Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Farrell Fritz, P.C. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ep Energy 401(k) Retirement Plan in TX ($79M, 89 participants).

Next read for Farrell Fritz, P.C. 401(k) Profit Sharin…

Filing takeaways

Ways to act on Farrell Fritz, P.C. 401(k) Profit Sharing Plan's numbers.

By total assets, Farrell Fritz, P.C. 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Farrell Fritz, P.C.'s sponsor-wide assets have grown 17.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 061620161.