401(k) · DOL Form 5500 · 2023
Fitzmark, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 325
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $39,469
- Avg per participant Low balance/head
Official DOL plan name: Fitzmark, LLC 401(k) Plan · Sponsored by Fitzmark, LLC · Indiana · Transportation & Warehousing
$13M in assets, 325 participants
Fitzmark, LLC's Fitzmark, LLC 401(k) Plan reported $13M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #2,163 in Transportation & Warehousing (3,362 peers)
Fitzmark, LLC multi-year trail
Fitzmark, LLC's plans moved +86.0% in assets from 2022 to 2024; this filing shows Fitzmark, LLC 401(k) Plan at $13M / 325 participants.
- #2,163
- in Transportation & Warehousing (3,362 peers)
- +43.5%
- assets growth YoY
Fitzmark, LLC 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Fitzmark, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,827,561 Top 36% higher than 64% 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
Fitzmark, LLC 401(k) 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. Fitzmark, LLC 401(k) Plan sits mid-pack in the medium band (325 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fitzmark, LLC 401(k) Plan reported net income rose from $325K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Fitzmark, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Fitzmark, LLC 401(k) Plan reported participants rose from 305 in the plan year 2022 filing to 325 in the plan year 2023 filing.
DOL schedule card
Filing strip 205842234 · Fitzmark, LLC PY 2023 · 401(k)
Fitzmark, LLC 401(k) Plan · $13M · 325 · 64th
- PART $13M
- PART 325
- PART 64th
- PART 401(k)
- PART near Search Retirement Plan
- PART ind #2163
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 Transportation & Warehousing retirement plans → · Plans in Indiana →
Fitzmark, LLC 401(k) Plan in the asset neighbourhood
Fitzmark, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Fitzmark, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 85.98771803606694% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 305 | $9M |
| 2023 | 1 | 325 | $13M |
| 2024 | 1 | 361 | $17M |
Fitzmark, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $4M |
| Employer EIN | 205842234 |
| Plan Effective Date | 2008-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Fitzmark, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Search Retirement Plan in IL ($13M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (325 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Search Retirement Plan (IL) $13M · 221
- Aviva Metals, Inc. Retirement Plan and Trust (TX) $13M · 152
- Aquaphoenix Scientific 401(k) Plan (PA) $13M · 203
- Movement for Life 401(k) Profit Sharing Plan (CA) $13M · 195
Similar participant headcount
Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.
- Raining Rose, Inc. 401(k) Plan (IA) 325 · 0 off
- 401(k) Plan as Adopted by Westfield Bank (MA) 325 · 0 off
- Neva One 401(k) Plan (NV) 325 · 0 off
- The Corridor Group Holdings, LLC Profit Sharing & 401(k) Plan (KS) 325 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.