Profit Sharing · DOL Form 5500 · 2023

Fg Group Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
101
Participants Small participant base
62nd
Percentile by assets National rank
$116,298
Avg per participant Below avg balance/head
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Official DOL plan name: Fg Group Holdings, Inc. 401(k) Plan · Sponsored by Fg Group Holdings, Inc. · North Carolina · Manufacturing

$12M in assets, 101 participants

Fg Group Holdings, Inc.'s Fg Group Holdings, Inc. 401(k) Plan reported $12M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,190 in Manufacturing (18,722 peers)

Coverage in North Carolina

Fg Group Holdings, Inc. 401(k) Plan covers 101 participants in North Carolina, about 12% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.

#9,190
in Manufacturing (18,722 peers)
+4.0%
assets growth YoY

Fg Group Holdings, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Fg Group Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$11,746,094 Top 38% higher than 62% 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

Fg Group Holdings, Inc. 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. Fg Group Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fg Group Holdings, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $455K in the plan year 2023 filing.
  • Fg Group Holdings, Inc. 401(k) Plan reported participants rose from 89 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Fg Group Holdings, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470587703 · Fg Group Holdings, Inc. PY 2023 · Profit Sharing

Fg Group Holdings, Inc. 401(k) Plan · $12M · 101 · 62nd

  • PHOTO $12M
  • PHOTO 101
  • PHOTO 62nd
  • PHOTO Profit Sharing
  • PHOTO near Davis Levin Livingston, Attorneys at Law Profit Sharing Plan
  • PHOTO ind #9190

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 Manufacturing retirement plans → · Plans in North Carolina →

Fg Group Holdings, Inc. 401(k) Plan in the asset neighbourhood

O'connor Mcguinness Conte Doyle Oleson Watson Loftus, LLP Retirement PlanO'connor Mcguinness Conte Do…$12MFg Group Holdings, Inc. 401(k) PlanFg Group Holdings, Inc. 401(…$12MDavis Levin Livingston, Attorneys at Law Profit Sharing PlanDavis Levin Livingston, Atto…$12MAtlanta Center for Dermatological Diseases PC Profit PlanAtlanta Center for Dermatolo…$12MMoody Dunbar, Inc. Profit Sharing PlanMoody Dunbar, Inc. Profit Sh…$12M
End-of-year total assets ($M) among Fg Group Holdings, Inc. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$455K
Employer EIN470587703
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fg Group Holdings, Inc.)

Sponsor-wide plan assets over time

All Fg Group Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.006149726203056% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.3M $12.8M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 89 $11M
2023 1 101 $12M
2024 1 124 $13M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Fg Group Holdings, Inc. 401(k) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Fg Group Holdings, Inc. 401(k) Plan, Total assets ($B): 0.011746094 · Participants: 101Fg Group Holdings, Inc. 401(k) PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Fg Group Holdings, Inc. 401(k) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Fg Group Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Fg Group Holdings, Inc. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Davis Levin Livingston, Attorneys at Law Profit Sharing Plan in HI ($12M); by covered participants it is Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan in MA (101 participants). Same-state nearby plans are listed separately above.

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 Fg Group Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Fg Group Holdings, Inc. 401(k) Plan edged up modestly - up 4.0% during 2023, from $11M to $12M. Reported net income was $455K.
How have Fg Group Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fg Group Holdings, Inc.'s sponsor-wide assets grew 13.0%, from $11M to $13M.
Which Profit Sharing plans are similar in size to Fg Group Holdings, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Davis Levin Livingston, Attorneys at Law Profit Sharing Plan in HI ($12M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Fg Group Holdings, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plimoth Patuxet Museums, Inc. Tax Sheltered Annuity Plan in MA (101 participants, $3M 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 470587703.

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.