401(k) · DOL Form 5500 · 2023

First Fox Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$816K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$816,257
Avg per participant High balance/head
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Official DOL plan name: First Fox Financial, Inc. 401(k) Profit Sharing Plan · Sponsored by First Fox Financial, Inc. · Florida · Food Services & Accommodation

$816K in assets, 1 participants

First Fox Financial, Inc.'s First Fox Financial, Inc. 401(k) Profit Sharing Plan reported $816K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,154 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, First Fox Financial, Inc. 401(k) Profit Sharing Plan ranks #2,154 of 3,828 2023 filers by assets (2397% of the sector average)-$816K for 1 participant.

#2,154
in Food Services & Accommodation (3,828 peers)
-23.1%
assets change YoY

The plan reported a net loss of $245K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Fox Financial, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

First Fox Financial, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$816,257 22nd percentile higher than 22% 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

First Fox Financial, 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. First Fox Financial, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Fox Financial, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $816K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 822584153 · First Fox Financial, Inc. PY 2023 · 401(k)

First Fox Financial, Inc. 401(k) Profit Sharing Plan · $816K · 1 · 22nd

  • EBSA $816K
  • EBSA 1
  • EBSA 22nd
  • EBSA 401(k)
  • EBSA near Claire D. Tran, Dds, 401(k) Plan
  • EBSA ind #2154

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 Food Services & Accommodation retirement plans → · Plans in Florida →

First Fox Financial, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

First Fox Financial, Inc. 401(k) Profit Sharing PlanFirst Fox Financial, Inc. 40…$816KClaire D. Tran, Dds, 401(k) PlanClaire D. Tran, Dds, 401(k) …$816KEmikai Inc. 401(k) Plan$816KVia Satellite, Inc. 401(k) PlanVia Satellite, Inc. 401(k) P…$816KBobbees Bottling, Inc. Retirement TrustBobbees Bottling, Inc. Retir…$816K
End-of-year total assets ($M) among First Fox Financial, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$816K
Net Income-$245K
Employer EIN822584153
Plan Effective Date2017-08-21
Filing StatusFILING RECEIVED

Sponsor Plan History (First Fox Financial, Inc.)

Sponsor-wide plan assets over time

All First Fox Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$816K 23.10495976999042% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $1.06M $0.82M ▼ -22.6%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $816K
2024 1 1 $816K

Nearby 401(k) Plans in Florida

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

First Fox Financial, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants First Fox Financial, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000816257 · Participants: 1First Fox Financial, Inc. 401(k) Profit Sharing 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
First Fox Financial, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare First Fox Financial, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

First Fox Financial, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Claire D. Tran, Dds, 401(k) Plan in OK ($816K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($816K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 First Fox Financial, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
First Fox Financial, Inc. 401(k) Profit Sharing Plan declined sharply - down 23.1% during 2023, from $1M to $816K. Reported net income was -$245K.
How have First Fox Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Fox Financial, Inc.'s sponsor-wide assets declined 23.1%, from $1M to $816K.
Where does First Fox Financial, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
First Fox Financial, Inc. 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to First Fox Financial, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Claire D. Tran, Dds, 401(k) Plan in OK ($816K, 3 participants).
Which 401(k) plans cover a similar participant headcount to First Fox Financial, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 822584153.

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.