401(k) · DOL Form 5500 · 2023

R F Fager Company 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
190
Participants Below avg headcount
57th
Percentile by assets National rank
$49,525
Avg per participant Low balance/head
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Official DOL plan name: R F Fager Company 401(k) Profit Sharing Plan and Trust · Sponsored by R F Fager Company · Pennsylvania · Wholesale Trade

$9M in assets, 190 participants

R F Fager Company's R F Fager Company 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 190 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.

  • #3,086 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

R F Fager Company 401(k) Profit Sharing Plan and Trust covers 190 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#3,086
in Wholesale Trade (6,309 peers)
+12.8%
assets growth YoY

R F Fager Company 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

R F Fager Company 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,409,807 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

R F Fager Company 401(k) Profit Sharing Plan and Trust 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. R F Fager Company 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R F Fager Company 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • R F Fager Company 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • R F Fager Company 401(k) Profit Sharing Plan and Trust reported participants rose from 182 in the plan year 2022 filing to 190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231937230 · R F Fager Company PY 2023 · 401(k)

R F Fager Company 401(k) Profit Sharing Plan and Trust · $9M · 190 · 57th

  • EOY $9M
  • EOY 190
  • EOY 57th
  • EOY 401(k)
  • EOY near Ralph Brennan Restaurant Group 401(k) Retirement Plan
  • EOY ind #3086

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 Pennsylvania →

R F Fager Company 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

R F Fager Company 401(k) Profit Sharing Plan and TrustR F Fager Company 401(k) Pro…$9MRalph Brennan Restaurant Group 401(k) Retirement PlanRalph Brennan Restaurant Gro…$9MFoundation Auto Holdings, LLC 401(k) PlanFoundation Auto Holdings, LL…$9MKids Care Dental Group 401(k) PlanKids Care Dental Group 401(k…$9MAci Parts Warehousing 401(k) Profit Sharing PlanAci Parts Warehousing 401(k)…$9M
End-of-year total assets ($M) among R F Fager Company 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN231937230
Plan Effective Date1976-01-31
Filing StatusFILING RECEIVED

Sponsor Plan History (R F Fager Company)

Sponsor-wide plan assets over time

All R F Fager Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 27.30453265872409% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.34M $10.6M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 182 $8M
2023 1 190 $9M
2024 1 210 $11M

Nearby 401(k) Plans in Pennsylvania

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

R F Fager Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants R F Fager Company 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.009409807 · Participants: 190R F Fager Company 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
R F Fager Company 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare R F Fager Company 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

R F Fager Company 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ralph Brennan Restaurant Group 401(k) Retirement Plan in LA ($9M); by covered participants it is Nextpoint Group, LLC 401(k) Plan in VA (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 R F Fager Company 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
R F Fager Company 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 12.8% during 2023, from $8M to $9M. Reported net income was $1M.
How have R F Fager Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R F Fager Company's sponsor-wide assets grew 27.3%, from $8M to $11M.
Which 401(k) plans are similar in size to R F Fager Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ralph Brennan Restaurant Group 401(k) Retirement Plan in LA ($9M, 277 participants).
Which 401(k) plans cover a similar participant headcount to R F Fager Company 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nextpoint Group, LLC 401(k) Plan in VA (190 participants, $36M 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 231937230.

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.