401(k) · DOL Form 5500 · 2023

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
32nd
Percentile by assets National rank
$293,124
Avg per participant High balance/head
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Official DOL plan name: Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust · Sponsored by Lee Fitzgerald, D.D.S., P.a. · Texas · Healthcare & Social Assistance

$2M in assets, 8 participants

Lee Fitzgerald, D.D.S., P.a.'s Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,639 in Healthcare & Social Assistance (17,684 peers)

Lee Fitzgerald, D.D.S., P.a. multi-year trail

Lee Fitzgerald, D.D.S., P.a.'s plans moved +23.4% in assets from 2022 to 2024; this filing shows Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust at $2M / 8 participants.

#5,639
in Healthcare & Social Assistance (17,684 peers)
+19.0%
assets growth YoY

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust among the smaller filed plans by assets

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust vs every filed plan by assets

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

$2,344,990 32nd percentile higher than 32% 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

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust reported net income rose from -$633K in the plan year 2022 filing to $374K in the plan year 2023 filing.
  • Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752626657 · Lee Fitzgerald, D.D.S., P.a. PY 2023 · 401(k)

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust · $2M · 8 · 32nd

  • EIN $2M
  • RANK 8
  • PHOTO 32nd
  • IND 401(k)
  • EOY near Tahzoo LLC 401(k) Profit Sharing Plan & Trust
  • 5500 ind #5639

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust in the asset neighbourhood

Tahzoo LLC 401(k) Profit Sharing Plan & TrustTahzoo LLC 401(k) Profit Sha…$2MLee Fitzgerald, D.D.S., P.a. 401(k) Plan & TrustLee Fitzgerald, D.D.S., P.a.…$2MMichigan Brand Meats 401(k) PlanMichigan Brand Meats 401(k) …$2MRevel Transit, Inc. 401(k) PlanRevel Transit, Inc. 401(k) P…$2MFiltrine Manufacturing Co. 401(k) Retirement PlanFiltrine Manufacturing Co. 4…$2M
End-of-year total assets ($M) among Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lee Fitzgerald, D.D.S., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Lee Fitzgerald, D.D.S., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.35948697264649% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.97M $2.43M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 8 $2M
2024 1 9 $2M

Lee Fitzgerald, D.D.S., P.a. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$374K
Employer EIN752626657
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust, Total assets ($B): 0.00234499 · Participants: 8Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust side-by-side with 3 peers →

Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tahzoo LLC 401(k) Profit Sharing Plan & Trust in DC ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust assets move in 2023? ▼
Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust grew sharply - up 19.0% during 2023, from $2M to $2M. Reported net income was $374K.
How have Lee Fitzgerald, D.D.S., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lee Fitzgerald, D.D.S., P.a.'s sponsor-wide assets grew 23.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tahzoo LLC 401(k) Profit Sharing Plan & Trust in DC ($2M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Lee Fitzgerald, D.D.S., P.a. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 752626657.

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.