401(k) · DOL Form 5500 · 2023

Fitch, Even, Tabin & Flannery LLP 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
100
Participants Small participant base
87th
Percentile by assets National rank
$586,830
Avg per participant High balance/head
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Official DOL plan name: Fitch Even Tabin & Flannery Retirement Plan · Sponsored by Fitch, Even, Tabin & Flannery LLP · Illinois · Professional & Technical Services

$59M in assets, 100 participants

Fitch, Even, Tabin & Flannery LLP's Fitch Even Tabin & Flannery Retirement Plan reported $59M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,925 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Fitch Even Tabin & Flannery Retirement Plan covers 100 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $59M.

#17,925
in Professional & Technical Services (20,321 peers)
+16.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Fitch Even Tabin & Flannery Retirement Plan's outsized position by total assets

Fitch Even Tabin & Flannery Retirement Plan vs every filed plan by assets

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

$58,682,955 Top 13% higher than 87% 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

Fitch Even Tabin & Flannery Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fitch Even Tabin & Flannery Retirement Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fitch Even Tabin & Flannery Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fitch Even Tabin & Flannery Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Fitch Even Tabin & Flannery Retirement Plan reported participants rose from 99 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362151735 · Fitch, Even, Tabin & Flannery LLP PY 2023 · 401(k)

Fitch Even Tabin & Flannery Retirement Plan · $59M · 100 · 87th

  • VS-ST $59M
  • BOY 100
  • SCH 87th
  • EBSA 401(k)
  • PART near Habasit Holding America, Inc. 401(k) Plan
  • TYPE ind #17925

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Fitch Even Tabin & Flannery Retirement Plan in the asset neighbourhood

Habasit Holding America, Inc. 401(k) PlanHabasit Holding America, Inc…$59MNfc 401(k) Plan$59MFrontline Insurance Managers 401(k) PlanFrontline Insurance Managers…$59MFitch Even Tabin & Flannery Retirement PlanFitch Even Tabin & Flannery …$59MGrimmway Enterprises 401(k) PlanGrimmway Enterprises 401(k) …$59M
End-of-year total assets ($M) among Fitch Even Tabin & Flannery Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$59M
Net Income$8M
Employer EIN362151735
Plan Effective Date1970-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Fitch, Even, Tabin & Flannery LLP)

Sponsor-wide plan assets over time

All Fitch, Even, Tabin & Flannery LLP plans reported in each filing year

Latest sponsor-wide plan assets
$59M 16.189770596446383% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $50.4M $58.6M ▲ +16.2%
Year Plans Participants Total Assets
2022 1 99 $50M
2023 1 100 $59M
2024 1 96 $59M

Nearby 401(k) Plans in Illinois

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

Fitch Even Tabin & Flannery Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fitch Even Tabin & Flannery Retirement Plan, Total assets ($B): 0.058682955 · Participants: 100Fitch Even Tabin & Flannery Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Fitch Even Tabin & Flannery Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fitch Even Tabin & Flannery Retirement Plan side-by-side with 3 peers →

Fitch Even Tabin & Flannery Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Habasit Holding America, Inc. 401(k) Plan in GA ($59M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($59M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Fitch Even Tabin & Flannery Retirement Plan assets move in 2023? ▼
Fitch Even Tabin & Flannery Retirement Plan grew sharply - up 16.4% during 2023, from $50M to $59M. Reported net income was $8M.
How have Fitch, Even, Tabin & Flannery LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fitch, Even, Tabin & Flannery LLP's sponsor-wide assets grew 16.2%, from $50M to $59M.
Where does Fitch Even Tabin & Flannery Retirement Plan rank by assets among Form 5500 filers? ▼
Fitch Even Tabin & Flannery Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fitch Even Tabin & Flannery Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Habasit Holding America, Inc. 401(k) Plan in GA ($59M, 598 participants).
Which 401(k) plans cover a similar participant headcount to Fitch Even Tabin & Flannery Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 362151735.

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.