401(k) · DOL Form 5500 · 2023

Fractal Analytics, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
342
Participants Below avg headcount
58th
Percentile by assets National rank
$29,105
Avg per participant Low balance/head
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Official DOL plan name: Fractal Analytics, Inc. Retirement Trust · Sponsored by Fractal Analytics, Inc. · New York · Professional & Technical Services

$10M in assets, 342 participants

Fractal Analytics, Inc.'s Fractal Analytics, Inc. Retirement Trust reported $10M in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,596 in Professional & Technical Services (20,321 peers)

Coverage in New York

Fractal Analytics, Inc. Retirement Trust covers 342 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $10M.

#11,596
in Professional & Technical Services (20,321 peers)
+118.8%
assets growth YoY

Fractal Analytics, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Fractal Analytics, Inc. Retirement Trust vs every filed plan by assets

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

$9,953,970 Top 42% higher than 58% 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

Fractal Analytics, Inc. Retirement Trust 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. Fractal Analytics, Inc. Retirement Trust sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fractal Analytics, Inc. Retirement Trust reported net income rose from $966K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fractal Analytics, Inc. Retirement Trust end-of-year assets rose from $5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Fractal Analytics, Inc. Retirement Trust reported participants rose from 291 in the plan year 2022 filing to 342 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270070961 · Fractal Analytics, Inc. PY 2023 · 401(k)

Fractal Analytics, Inc. Retirement Trust · $10M · 342 · 58th

  • ASSETS $10M
  • ASSETS 342
  • ASSETS 58th
  • ASSETS 401(k)
  • ASSETS near Artisan Packaging Retirement Plan
  • ASSETS ind #11596

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 New York →

Fractal Analytics, Inc. Retirement Trust in the asset neighbourhood

Social Impact, Inc. 401(k) PlanSocial Impact, Inc. 401(k) P…$10MDomino Realty Management Company 401(k) Profit Sharing PlanDomino Realty Management Com…$10MFractal Analytics, Inc. Retirement TrustFractal Analytics, Inc. Reti…$10MArtisan Packaging Retirement PlanArtisan Packaging Retirement…$10MMauna Lani Resort 401(k) Retirement Savings PlanMauna Lani Resort 401(k) Ret…$10M
End-of-year total assets ($M) among Fractal Analytics, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN270070961
Plan Effective Date2012-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fractal Analytics, Inc.)

Sponsor-wide plan assets over time

All Fractal Analytics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 206.42567032078009% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.55M $13.9M ▲ +206.4%
Year Plans Participants Total Assets
2022 1 291 $5M
2023 1 342 $10M
2024 1 332 $14M

Nearby 401(k) Plans in New York

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

Fractal Analytics, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fractal Analytics, Inc. Retirement Trust, Total assets ($B): 0.00995397 · Participants: 342Fractal Analytics, Inc. Retirement TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Fractal Analytics, Inc. Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fractal Analytics, Inc. Retirement Trust side-by-side with 3 peers →

Fractal Analytics, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Artisan Packaging Retirement Plan in VA ($10M); by covered participants it is 403(b) Thrift Plan for Employees of Enmrsh, Inc. in NM (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Fractal Analytics, Inc. Retirement Trust assets move in 2023? ▼
Fractal Analytics, Inc. Retirement Trust surged - up 118.8% during 2023, from $5M to $10M. Reported net income was $3M.
How have Fractal Analytics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fractal Analytics, Inc.'s sponsor-wide assets grew 206.4%, from $5M to $14M.
Which 401(k) plans are similar in size to Fractal Analytics, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Artisan Packaging Retirement Plan in VA ($10M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Fractal Analytics, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Enmrsh, Inc. in NM (342 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 270070961.

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.