401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$79M
Total assets Below avg plan size
139
Participants Small participant base
90th
Percentile by assets National rank
$571,137
Avg per participant High balance/head
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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.

  • #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.

#18,464
in Professional & Technical Services (20,321 peers)
+16.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Farrell Fritz, P.C. 401(k) Profit Sharing Plan's outsized position 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

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

Farrell Fritz, P.C. 401(k) 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. Farrell Fritz, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 061620161 · Farrell Fritz, P.C. PY 2023 · 401(k)

Farrell Fritz, P.C. 401(k) Profit Sharing Plan · $79M · 139 · 90th

  • EOY $79M
  • 5500 139
  • ASSETS 90th
  • PCT 401(k)
  • EIN near Ep Energy 401(k) Retirement Plan
  • RANK ind #18464

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 New York →

Farrell Fritz, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Lytx, Inc. Retirement Savings 401(k) PlanLytx, Inc. Retirement Saving…$79MExtreme Reach Inc. 401(k) Profit Sharing Plan TrustExtreme Reach Inc. 401(k) Pr…$79MFarrell Fritz, P.C. 401(k) Profit Sharing PlanFarrell Fritz, P.C. 401(k) P…$79MEp Energy 401(k) Retirement PlanEp Energy 401(k) Retirement …$79MMarcone Appliance Parts Center 401(k) Profit Sharing PlanMarcone Appliance Parts Cent…$79M
End-of-year total assets ($M) among Farrell Fritz, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$79M
Net Income$11M
Employer EIN061620161
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Farrell Fritz, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 17.05139566779566% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $68M $79.6M ▲ +17.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Farrell Fritz, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.079388053 · Participants: 139Farrell Fritz, P.C. 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Farrell Fritz, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Farrell Fritz, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Farrell Fritz, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ep Energy 401(k) Retirement Plan in TX ($79M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 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).
Which 401(k) plans cover a similar participant headcount to Farrell Fritz, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 061620161.

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.