401(k) · DOL Form 5500 · 2023

Fentress Architects 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
75
Participants Small participant base
66th
Percentile by assets National rank
$184,996
Avg per participant Above avg balance/head
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Official DOL plan name: Fentress Architects Employee Defined Contribution Plan · Sponsored by Fentress Architects · Colorado · Professional & Technical Services

$14M in assets, 75 participants

Fentress Architects's Fentress Architects Employee Defined Contribution Plan reported $14M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,176 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Fentress Architects Employee Defined Contribution Plan holds $14M for 75 participants - about $184,996 per participant, above the median plan by assets.

#13,176
in Professional & Technical Services (20,321 peers)
-1.8%
assets change YoY

The plan reported a net loss of $254K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fentress Architects Employee Defined Contribution Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fentress Architects Employee Defined Contribution Plan vs every filed plan by assets

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

$13,874,728 Top 34% higher than 66% 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

Fentress Architects Employee Defined Contribution 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. Fentress Architects Employee Defined Contribution Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fentress Architects Employee Defined Contribution Plan reported net income rose from -$3M in the plan year 2022 filing to -$254K in the plan year 2023 filing.
  • Fentress Architects Employee Defined Contribution Plan reported participants rose from 73 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • Fentress Architects Employee Defined Contribution Plan end-of-year assets fell from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 840845667 · Fentress Architects PY 2023 · 401(k)

Fentress Architects Employee Defined Contribution Plan · $14M · 75 · 66th

  • TYPE $14M
  • TYPE 75
  • TYPE 66th
  • TYPE 401(k)
  • TYPE near Gemini Bakery Equipment Company 401(k) Plan
  • TYPE ind #13176

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 Colorado →

Fentress Architects Employee Defined Contribution Plan in the asset neighbourhood

Fentress Architects Employee Defined Contribution PlanFentress Architects Employee…$14MGemini Bakery Equipment Company 401(k) PlanGemini Bakery Equipment Comp…$14MBeaver Valley Supply Co. , Inc. 401(k) PlanBeaver Valley Supply Co. , I…$14MEngineering Specialists, Inc. 401(k) Savings PlanEngineering Specialists, Inc…$14MMidland Health Mep 401(k) PlanMidland Health Mep 401(k) Pl…$14M
End-of-year total assets ($M) among Fentress Architects Employee Defined Contribution Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income-$254K
Employer EIN840845667
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fentress Architects)

Sponsor-wide plan assets over time

All Fentress Architects plans reported in each filing year

Latest sponsor-wide plan assets
$15M 9.16678350996903% vs 2022
2024 filing year
$13.5M$14M$14.5M$15M$15.5M$16M 202220232024 $14.1M $15.4M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 73 $14M
2023 1 75 $14M
2024 1 80 $15M

Nearby 401(k) Plans in Colorado

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

Fentress Architects Employee Defined Contribution Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Fentress Architects Employee Defined Contribution Plan, Total assets ($B): 0.013874728 · Participants: 75Fentress Architects Employee Defined Contribution PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Fentress Architects Employee Defined Contribution Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Fentress Architects Employee Defined Contribution Plan side-by-side with 3 peers →

Fentress Architects Employee Defined Contribution Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Gemini Bakery Equipment Company 401(k) Plan in PA ($14M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Fentress Architects Employee Defined Contribution Plan assets move in 2023? ▼
Fentress Architects Employee Defined Contribution Plan edged down modestly - down 1.8% during 2023, from $14M to $14M. Reported net income was -$254K.
How have Fentress Architects plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fentress Architects's sponsor-wide assets grew 9.2%, from $14M to $15M.
Which 401(k) plans are similar in size to Fentress Architects Employee Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gemini Bakery Equipment Company 401(k) Plan in PA ($14M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Fentress Architects Employee Defined Contribution Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 840845667.

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.