401(k) · DOL Form 5500 · 2023

Fernandez Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$104M
Total assets
2,033
Participants
91st
Percentile by assets
$51,081
Avg per participant
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Official DOL plan name: Fernandez Holdings, Inc. 401(k) Plan · Sponsored by Fernandez Holdings, Inc. · California · Management of Enterprises

$104M in assets, 2,033 participants

Fernandez Holdings, Inc.'s Fernandez Holdings, Inc. 401(k) Plan reported $104M in total assets and 2,033 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #873 in Management of Enterprises (1,137 peers)

Coverage in California

Fernandez Holdings, Inc. 401(k) Plan covers 2,033 participants in California, 3.2x the typical California plan (state average ~630 per filing). Assets: $104M.

$104M
total plan assets (2023 EOY)
2,033
covered participants
91st
percentile by assets (of 127,072 plans)
$51,081
avg assets per participant

Where Fernandez Holdings, Inc. 401(k) Plan sits by total assets

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

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

$103,847,843 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fernandez Holdings, Inc. 401(k) Plan reported net income rose from -$832K in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Fernandez Holdings, Inc. 401(k) Plan end-of-year assets rose from $75M in the plan year 2022 filing to $104M in the plan year 2023 filing.
  • Fernandez Holdings, Inc. 401(k) Plan reported participants rose from 1,754 in the plan year 2022 filing to 2,033 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Management of Enterprises

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Fernandez Holdings, Inc. 401(k) Plan reports 2,033 participants - 3.2x that state average ($104M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$104M
Net Income$27M
Employer EIN275560752
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fernandez Holdings, Inc.)

$60M$80M$100M$120M$140M 202220232024 $75.4M $121M ▲ +61.0%
Total plan assets by year, all Fernandez Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,754 $75M
2023 1 2,033 $104M
2024 1 2,862 $121M

Nearby 401(k) Plans in California

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

Fernandez Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fernandez Holdings, …, Total assets ($B): 0.103847843 · Participants: 2033Fernandez Holdings, …Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Fernandez Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fernandez Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Fernandez Holdings, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Fernandez Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Fernandez Holdings, Inc. 401(k) Plan surged - up 37.8% during 2023, from $75M to $104M. Reported net income was $27M.
How have Fernandez Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fernandez Holdings, Inc.'s sponsor-wide assets grew 61.0%, from $75M to $121M.
Where does Fernandez Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Fernandez Holdings, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fernandez Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iron Bow Technologies, LLC 401(k) Plan in VA ($104M, 996 participants).

Next read for Fernandez Holdings, Inc. 401(k) Plan

Filing takeaways

Ways to act on Fernandez Holdings, Inc. 401(k) Plan's numbers.

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 275560752.

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.