401(k) · DOL Form 5500 · 2023

Flaherty & Collins, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
386
Participants Below avg headcount
61st
Percentile by assets National rank
$28,408
Avg per participant Low balance/head
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Official DOL plan name: Flaherty & Collins, Inc. 401(k) Plan · Sponsored by Flaherty & Collins, Inc. · Indiana · Real Estate

$11M in assets, 386 participants

Flaherty & Collins, Inc.'s Flaherty & Collins, Inc. 401(k) Plan reported $11M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,677 in Real Estate (4,727 peers)

Flaherty & Collins, Inc. multi-year trail

Flaherty & Collins, Inc.'s plans moved +45.4% in assets from 2022 to 2024; this filing shows Flaherty & Collins, Inc. 401(k) Plan at $11M / 386 participants.

#3,677
in Real Estate (4,727 peers)
+24.9%
assets growth YoY

Flaherty & Collins, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Flaherty & Collins, Inc. 401(k) Plan vs every filed plan by assets

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

$10,965,445 Top 39% higher than 61% 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

Flaherty & Collins, 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. Flaherty & Collins, Inc. 401(k) Plan sits mid-pack in the medium band (386 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Flaherty & Collins, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Flaherty & Collins, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Flaherty & Collins, Inc. 401(k) Plan reported participants rose from 345 in the plan year 2022 filing to 386 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 351893287 · Flaherty & Collins, Inc. PY 2023 · 401(k)

Flaherty & Collins, Inc. 401(k) Plan · $11M · 386 · 61st

  • EBSA $11M
  • EBSA 386
  • EBSA 61st
  • EBSA 401(k)
  • EBSA near Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan
  • EBSA ind #3677

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 Real Estate retirement plans → · Plans in Indiana →

Flaherty & Collins, Inc. 401(k) Plan in the asset neighbourhood

Flaherty & Collins, Inc. 401(k) PlanFlaherty & Collins, Inc. 401…$11MLogic Information Systems 401(k) PlanLogic Information Systems 40…$11MMidwest Drywall Co., Inc. 401(k) Profit Sharing PlanMidwest Drywall Co., Inc. 40…$11MKahn, Soares & Conway, LLP 401(k) Profit Sharing PlanKahn, Soares & Conway, LLP 4…$11MMidwestern Mechanical, Inc. 401(k) Profit Sharing PlanMidwestern Mechanical, Inc. …$11M
End-of-year total assets ($M) among Flaherty & Collins, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Flaherty & Collins, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Flaherty & Collins, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 45.35539266338491% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.78M $12.8M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 345 $9M
2023 1 386 $11M
2024 1 405 $13M

Flaherty & Collins, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN351893287
Plan Effective Date1994-01-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Flaherty & Collins, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Flaherty & Collins, Inc. 401(k) Plan, Total assets ($B): 0.010965445 · Participants: 386Flaherty & Collins, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Flaherty & Collins, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Flaherty & Collins, Inc. 401(k) Plan side-by-side with 3 peers →

Flaherty & Collins, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 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 Flaherty & Collins, Inc. 401(k) Plan assets move in 2023? ▼
Flaherty & Collins, Inc. 401(k) Plan grew sharply - up 24.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Flaherty & Collins, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flaherty & Collins, Inc.'s sponsor-wide assets grew 45.4%, from $9M to $13M.
Which 401(k) plans are similar in size to Flaherty & Collins, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kahn, Soares & Conway, LLP 401(k) Profit Sharing Plan in CA ($11M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Flaherty & Collins, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants, $4M 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 351893287.

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.