401(k) · DOL Form 5500 · 2023

Eric J Fernandez & Co 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
28
Participants Small participant base
49th
Percentile by assets National rank
$227,244
Avg per participant Above avg balance/head
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Official DOL plan name: Eric J. Fernandez & Co Profit Sharing Plan & Trust · Sponsored by Eric J Fernandez & Co · Illinois · Professional & Technical Services

$6M in assets, 28 participants

Eric J Fernandez & Co's Eric J. Fernandez & Co Profit Sharing Plan & Trust reported $6M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,606 in Professional & Technical Services (20,321 peers)

Eric J Fernandez & Co multi-year trail

Eric J Fernandez & Co's plans moved +28.6% in assets from 2022 to 2024; this filing shows Eric J. Fernandez & Co Profit Sharing Plan & Trust at $6M / 28 participants.

#9,606
in Professional & Technical Services (20,321 peers)
+13.6%
assets growth YoY

Eric J. Fernandez & Co Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Eric J. Fernandez & Co Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,362,835 49th percentile higher than 49% 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

Eric J. Fernandez & Co Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eric J. Fernandez & Co Profit Sharing Plan & Trust is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eric J. Fernandez & Co Profit Sharing Plan & Trust reported net income rose from -$345K in the plan year 2022 filing to $763K in the plan year 2023 filing.
  • Eric J. Fernandez & Co Profit Sharing Plan & Trust reported participants rose from 24 in the plan year 2022 filing to 28 in the plan year 2023 filing.
  • Eric J. Fernandez & Co Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363141842 · Eric J Fernandez & Co PY 2023 · 401(k)

Eric J. Fernandez & Co Profit Sharing Plan & Trust · $6M · 28 · 49th

  • IND $6M
  • EOY 28
  • 5500 49th
  • ASSETS 401(k)
  • PCT near National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust
  • EIN ind #9606

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 Illinois →

Eric J. Fernandez & Co Profit Sharing Plan & Trust in the asset neighbourhood

Eric J. Fernandez & Co Profit Sharing Plan & TrustEric J. Fernandez & Co Profi…$6MNational Asset Direct, Inc. 401(k) Profit Sharing Plan & TrustNational Asset Direct, Inc. …$6MHeritage Broadcasting Company of Michigan 401(k) Profit Sharing PlanHeritage Broadcasting Compan…$6MGuardian Management LLC 401(k) PlanGuardian Management LLC 401(…$6MMi Metals, Inc. 401(k) Savings PlanMi Metals, Inc. 401(k) Savin…$6M
End-of-year total assets ($M) among Eric J. Fernandez & Co Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Eric J Fernandez & Co multi-year asset trail

Sponsor-wide plan assets over time

All Eric J Fernandez & Co plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.598429550214057% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.6M $7.2M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 24 $6M
2023 1 28 $6M
2024 1 29 $7M

Eric J Fernandez & Co filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$763K
Employer EIN363141842
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Eric J. Fernandez & Co Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Eric J. Fernandez & Co Profit Sharing Plan & Trust, Total assets ($B): 0.006362835 · Participants: 28Eric J. Fernandez & Co Profit Sharing Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Eric J. Fernandez & Co Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Eric J. Fernandez & Co Profit Sharing Plan & Trust side-by-side with 3 peers →

Eric J. Fernandez & Co Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust in CA ($6M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Eric J. Fernandez & Co Profit Sharing Plan & Trust assets move in 2023? ▼
Eric J. Fernandez & Co Profit Sharing Plan & Trust grew at a solid clip - up 13.6% during 2023, from $6M to $6M. Reported net income was $763K.
How have Eric J Fernandez & Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eric J Fernandez & Co's sponsor-wide assets grew 28.6%, from $6M to $7M.
Which 401(k) plans are similar in size to Eric J. Fernandez & Co Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust in CA ($6M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Eric J. Fernandez & Co Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K 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 363141842.

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.