401(k) · DOL Form 5500 · 2023

Fernandez Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
2,033
Participants Near avg headcount
91st
Percentile by assets National rank
$51,081
Avg per participant Low balance/head
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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.

  • #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.

#873
in Management of Enterprises (1,137 peers)
+37.8%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Fernandez Holdings, Inc. 401(k) Plan's outsized position 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 $2,050,000,000 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

Fernandez Holdings, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fernandez Holdings, Inc. 401(k) Plan lands in the large band (2,033 participants).

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 →

Plan-year Form 5500 strip

Filing strip 275560752 · Fernandez Holdings, Inc. PY 2023 · 401(k)

Fernandez Holdings, Inc. 401(k) Plan · $104M · 2,033 · 91st

  • NET $104M
  • BOOK 2,033
  • VS-ST 91st
  • BOY 401(k)
  • SCH near Iron Bow Technologies, LLC 401(k) Plan
  • EBSA ind #873

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 Management of Enterprises retirement plans → · Plans in California →

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

Pacira Biosciences, Inc 401(k) Salary Savings PlanPacira Biosciences, Inc 401(…$104MFernandez Holdings, Inc. 401(k) PlanFernandez Holdings, Inc. 401…$104MIron Bow Technologies, LLC 401(k) PlanIron Bow Technologies, LLC 4…$104MRkl LLP 401(k) Plan$104MMovado Group, Inc. Savings and Investment PlanMovado Group, Inc. Savings a…$104M
End-of-year total assets ($M) among Fernandez Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Fernandez Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$121M 61.02740909095733% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $75.4M $121M ▲ +61.0%
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 ($B) Participants Fernandez Holdings, Inc. 401(k) Plan, Total assets ($B): 0.103847843 · Participants: 2033Fernandez Holdings, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 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 →

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

Outside California, the nearest 401(k) by assets is Iron Bow Technologies, LLC 401(k) Plan in VA ($104M); by covered participants it is Mosaic Investment Plan in FL (2,033 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,033 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 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).
Which 401(k) plans cover a similar participant headcount to Fernandez Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mosaic Investment Plan in FL (2,033 participants, $791M 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 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.