401(k) · DOL Form 5500 · 2023

Fitzgerald and Halliday Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
61
Participants Small participant base
59th
Percentile by assets National rank
$170,087
Avg per participant Above avg balance/head
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Official DOL plan name: Fitzgerald and Halliday Inc. 401(k) Plan · Sponsored by Fitzgerald and Halliday Inc. · Connecticut · Professional & Technical Services

$10M in assets, 61 participants

Fitzgerald and Halliday Inc.'s Fitzgerald and Halliday Inc. 401(k) Plan reported $10M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,816 in Professional & Technical Services (20,321 peers)

Fitzgerald and Halliday Inc. multi-year trail

Fitzgerald and Halliday Inc.'s plans moved +60.6% in assets from 2022 to 2024; this filing shows Fitzgerald and Halliday Inc. 401(k) Plan at $10M / 61 participants.

#11,816
in Professional & Technical Services (20,321 peers)
+28.3%
assets growth YoY

Fitzgerald and Halliday Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fitzgerald and Halliday Inc. 401(k) Plan vs every filed plan by assets

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

$10,375,328 Top 41% higher than 59% 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

Fitzgerald and Halliday Inc. 401(k) 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. Fitzgerald and Halliday Inc. 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fitzgerald and Halliday Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fitzgerald and Halliday Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Fitzgerald and Halliday Inc. 401(k) Plan reported participants rose from 53 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 061206345 · Fitzgerald and Halliday Inc. PY 2023 · 401(k)

Fitzgerald and Halliday Inc. 401(k) Plan · $10M · 61 · 59th

  • NET $10M
  • NET 61
  • NET 59th
  • NET 401(k)
  • NET near Bsr 401(k) Plan
  • NET ind #11816

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 Connecticut →

Fitzgerald and Halliday Inc. 401(k) Plan in the asset neighbourhood

Fitzgerald and Halliday Inc. 401(k) PlanFitzgerald and Halliday Inc.…$10MBsr 401(k) Plan$10MKwik Lok Corporation 401(k) Profit Sharing Plan and TrustKwik Lok Corporation 401(k) …$10MFellers, LLC 401(k) Plan$10MTwenty-Nine Palms Band of Mission Indians 401(k) and Profit Sharing PlanTwenty-Nine Palms Band of Mi…$10M
End-of-year total assets ($M) among Fitzgerald and Halliday Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fitzgerald and Halliday Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fitzgerald and Halliday Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 60.56043978465836% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.09M $13M ▲ +60.4%
Year Plans Participants Total Assets
2022 1 53 $8M
2023 1 61 $10M
2024 2 126 $13M

Fitzgerald and Halliday Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN061206345
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Fitzgerald and Halliday Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fitzgerald and Halliday Inc. 401(k) Plan, Total assets ($B): 0.010375328 · Participants: 61Fitzgerald and Halliday Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Fitzgerald and Halliday Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Fitzgerald and Halliday Inc. 401(k) Plan side-by-side with 3 peers →

Fitzgerald and Halliday Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Bsr 401(k) Plan in CA ($10M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Fitzgerald and Halliday Inc. 401(k) Plan assets move in 2023? ▼
Fitzgerald and Halliday Inc. 401(k) Plan grew sharply - up 28.3% during 2023, from $8M to $10M. Reported net income was $2M.
How have Fitzgerald and Halliday Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fitzgerald and Halliday Inc.'s sponsor-wide assets grew 60.6%, from $8M to $13M.
Which 401(k) plans are similar in size to Fitzgerald and Halliday Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bsr 401(k) Plan in CA ($10M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Fitzgerald and Halliday Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants, N/A 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 061206345.

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.