401(k) · DOL Form 5500 · 2023

L. Fishman & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
246
Participants Below avg headcount
70th
Percentile by assets National rank
$72,157
Avg per participant Below avg balance/head
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Official DOL plan name: L. Fishman & Son, Inc. 401(k) Profit Sharing Plan · Sponsored by L. Fishman & Son, Inc. · Maryland · Wholesale Trade

$18M in assets, 246 participants

L. Fishman & Son, Inc.'s L. Fishman & Son, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,200 in Wholesale Trade (6,309 peers)

Coverage in Maryland

L. Fishman & Son, Inc. 401(k) Profit Sharing Plan covers 246 participants in Maryland, about 26% of the average Maryland filer (state average ~929 per filing). Assets: $18M.

#4,200
in Wholesale Trade (6,309 peers)
+26.7%
assets growth YoY

L. Fishman & Son, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

L. Fishman & Son, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,750,557 Top 30% higher than 70% 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

L. Fishman & Son, Inc. 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. L. Fishman & Son, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • L. Fishman & Son, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • L. Fishman & Son, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • L. Fishman & Son, Inc. 401(k) Profit Sharing Plan reported participants rose from 234 in the plan year 2022 filing to 246 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520999493 · L. Fishman & Son, Inc. PY 2023 · 401(k)

L. Fishman & Son, Inc. 401(k) Profit Sharing Plan · $18M · 246 · 70th

  • EIN $18M
  • EIN 246
  • EIN 70th
  • EIN 401(k)
  • EIN near Terminal Supply Co. 401(k) Profit Sharing Plan and Trust
  • EIN ind #4200

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 Wholesale Trade retirement plans → · Plans in Maryland →

L. Fishman & Son, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

L. Fishman & Son, Inc. 401(k) Profit Sharing PlanL. Fishman & Son, Inc. 401(k…$18MTerminal Supply Co. 401(k) Profit Sharing Plan and TrustTerminal Supply Co. 401(k) P…$18MCase, Pomeroy & Co., Inc. Employee Thrift and Savings PlanCase, Pomeroy & Co., Inc. Em…$18MLeominster Credit Union 401(k) Profit Sharing PlanLeominster Credit Union 401(…$18MFluent, LLC 401(k) Profit Sharing Plan and Trust 003Fluent, LLC 401(k) Profit Sh…$18M
End-of-year total assets ($M) among L. Fishman & Son, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN520999493
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L. Fishman & Son, Inc.)

Sponsor-wide plan assets over time

All L. Fishman & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$126M 31.590094981743682% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $95.4M $126M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 434 $95M
2023 2 458 $114M
2024 2 483 $126M

Nearby 401(k) Plans in Maryland

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

L. Fishman & Son, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants L. Fishman & Son, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017750557 · Participants: 246L. Fishman & Son, Inc. 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
L. Fishman & Son, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare L. Fishman & Son, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

L. Fishman & Son, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Terminal Supply Co. 401(k) Profit Sharing Plan and Trust in MI ($18M); by covered participants it is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 L. Fishman & Son, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
L. Fishman & Son, Inc. 401(k) Profit Sharing Plan grew sharply - up 26.7% during 2023, from $14M to $18M. Reported net income was $4M.
How have L. Fishman & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L. Fishman & Son, Inc.'s sponsor-wide assets grew 31.6%, from $95M to $126M.
Which 401(k) plans are similar in size to L. Fishman & Son, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Terminal Supply Co. 401(k) Profit Sharing Plan and Trust in MI ($18M, 192 participants).
Which 401(k) plans cover a similar participant headcount to L. Fishman & Son, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene's Energy Group, L.L.C. 401(k) Plan in TX (246 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 520999493.

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.