401(k) · DOL Form 5500 · 2023

Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
17
Participants Small participant base
57th
Percentile by assets National rank
$539,610
Avg per participant High balance/head
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Official DOL plan name: Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan · Sponsored by Fonvielle Lewis Messer & Mcconnaughhay · Florida · Professional & Technical Services

$9M in assets, 17 participants

Fonvielle Lewis Messer & Mcconnaughhay's Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan reported $9M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,215 in Professional & Technical Services (20,321 peers)

Fonvielle Lewis Messer & Mcconnaughhay multi-year trail

Fonvielle Lewis Messer & Mcconnaughhay's plans moved +55.9% in assets from 2022 to 2024; this filing shows Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan at $9M / 17 participants.

#11,215
in Professional & Technical Services (20,321 peers)
+32.3%
assets growth YoY

Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan vs every filed plan by assets

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

$9,173,363 Top 43% higher than 57% 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

Fonvielle Lewis Messer & Mcconnaughhay 401(k) 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. Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan reported participants rose from 16 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 593563747 · Fonvielle Lewis Messer & Mcconnaughhay PY 2023 · 401(k)

Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan · $9M · 17 · 57th

  • TYPE $9M
  • TYPE 17
  • TYPE 57th
  • TYPE 401(k)
  • TYPE near E.M. Tharp, Inc. 401(k) Plan
  • TYPE ind #11215

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 Florida →

Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan in the asset neighbourhood

Fonvielle Lewis Messer & Mcconnaughhay 401(k) PlanFonvielle Lewis Messer & Mcc…$9ME.M. Tharp, Inc. 401(k) Plan$9MPremise Data 401(k) Plan$9MJohannes Leonardo, LLC 401(k) Retirement Plan and TrustJohannes Leonardo, LLC 401(k…$9MEden Foods, Inc. Retirement Savings PlanEden Foods, Inc. Retirement …$9M
End-of-year total assets ($M) among Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fonvielle Lewis Messer & Mcconnaughhay multi-year asset trail

Sponsor-wide plan assets over time

All Fonvielle Lewis Messer & Mcconnaughhay plans reported in each filing year

Latest sponsor-wide plan assets
$11M 55.905698558131824% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.93M $10.8M ▲ +56.0%
Year Plans Participants Total Assets
2022 1 16 $7M
2023 1 17 $9M
2024 1 18 $11M

Fonvielle Lewis Messer & Mcconnaughhay filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN593563747
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan, Total assets ($B): 0.009173363 · Participants: 17Fonvielle Lewis Messer & Mcconnaughhay 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan side-by-side with 3 peers →

Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is E.M. Tharp, Inc. 401(k) Plan in CA ($9M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan assets move in 2023? ▼
Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan surged - up 32.3% during 2023, from $7M to $9M. Reported net income was $2M.
How have Fonvielle Lewis Messer & Mcconnaughhay plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fonvielle Lewis Messer & Mcconnaughhay's sponsor-wide assets grew 55.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is E.M. Tharp, Inc. 401(k) Plan in CA ($9M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Fonvielle Lewis Messer & Mcconnaughhay 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 593563747.

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.