401(k) · DOL Form 5500 · 2023
Fitzgerald Design, Inc. 401(k) Plan
Data updated 2026-08-25
- $2K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $512
- Avg per participant Low balance/head
Official DOL plan name: Fitzgerald Design, Inc. 401(k) Profit Sharing Plan · Sponsored by Fitzgerald Design, Inc. · Ohio · Retail Trade
$2K in assets, 4 participants
Fitzgerald Design, Inc.'s Fitzgerald Design, Inc. 401(k) Profit Sharing Plan reported $2K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- #93 in Retail Trade (8,414 peers)
What the 2023 filing shows
Fitzgerald Design, Inc. 401(k) Profit Sharing Plan holds $2K for 4 participants - about $512 per participant, among the smaller plans by assets on file.
- #93
- in Retail Trade (8,414 peers)
- +0.0%
- assets growth YoY
Fitzgerald Design, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Fitzgerald Design, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,048 1st percentile higher than 1% 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
Fitzgerald Design, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fitzgerald Design, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 453157274 · Fitzgerald Design, Inc. PY 2023 · 401(k)
Fitzgerald Design, Inc. 401(k) Profit Sharing Plan · $2K · 4 · 1st
- BOOK $2K
- VS-ST 4
- BOY 1st
- SCH 401(k)
- EBSA near Lydan 401(k)
- PART ind #93
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 Retail Trade retirement plans → · Plans in Ohio →
Fitzgerald Design, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2K |
|---|---|
| Net Assets (End of Year) | $2K |
| Employer EIN | 453157274 |
| Plan Effective Date | 2011-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fitzgerald Design, Inc.)
Sponsor-wide plan assets over time
All Fitzgerald Design, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2K 0% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2K |
| 2023 | 1 | 4 | $2K |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Fitzgerald Design, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Lydan 401(k) in NY ($2K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2K here).
- Lydan 401(k) (NY) $2K · 1
- Biztack, Inc. 401(k) Profit Sharing Plan (NJ) $2K · 1
- Indy Access & Mobility, Inc. 401(k) Plan (IN) $2K · 10
- N N & N Inc. 401(k) Plan (TX) $2K · 9
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.