401(k) · DOL Form 5500 · 2022

Felt Martin P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
39th
Percentile by assets National rank
$213,517
Avg per participant Above avg balance/head
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Official DOL plan name: Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan · Sponsored by Felt Martin P.C. · Montana · Professional & Technical Services

$3M in assets, 13 participants

Felt Martin P.C.'s Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan reported $3M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,789 in Professional & Technical Services (21,562 peers)

Felt Martin P.C. multi-year trail

Felt Martin P.C.'s plans moved -100.0% in assets from 2022 to 2023; this filing shows Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan at $3M / 13 participants.

#7,789
in Professional & Technical Services (21,562 peers)
-37.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,775,724 39th percentile higher than 39% of 139,123 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 2022

Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 810406247 · Felt Martin P.C. PY 2022 · 401(k)

Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan · $3M · 13 · 39th

  • EIN $3M
  • RANK 13
  • PHOTO 39th
  • IND 401(k)
  • EOY near International School of Brooklyn 401(k) Profit Sharing Plan & Trust
  • 5500 ind #7789

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 Montana →

Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing PlanFelt, Martin, Frazier & Weld…$3MInternational School of Brooklyn 401(k) Profit Sharing Plan & TrustInternational School of Broo…$3MOnsite 401(k) Savings Plan$3MSertec Corp 401(k) Savings PlanSertec Corp 401(k) Savings P…$3MDirect Urgent Care, Inc. 401(k) PlanDirect Urgent Care, Inc. 401…$3M
End-of-year total assets ($M) among Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Felt Martin P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Felt Martin P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7 99.99974781354342% vs 2022
2023 filing year
$0M$1M$2M$3M$4M 20222023 $2.78M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 2 14 $7

Felt Martin P.C. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN810406247
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1000100200300400500 Total assets ($M) Participants Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan, Total assets ($M): 2.775724 · Participants: 13Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 425.784366 · Participants: 2313First Interstate Bancsystem, Inc. 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 421.705773 · Participants: 1507D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 412.377455 · Participants: 3272Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 405.510912 · Participants: 1494Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 358.733064 · Participants: 4055Logan Health Retirement Savings Plan
Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is International School of Brooklyn 401(k) Profit Sharing Plan & Trust in NY ($3M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan assets move in 2022? ▼
Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan contracted severely - down 37.4% during 2022, from $4M to $3M. Reported net income was -$2M.
How have Felt Martin P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Felt Martin P.C.'s sponsor-wide assets declined 100.0%, from $3M to $7.
Which 401(k) plans are similar in size to Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is International School of Brooklyn 401(k) Profit Sharing Plan & Trust in NY ($3M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Felt, Martin, Frazier & Weldon, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810406247.

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.