401(k) · DOL Form 5500 · 2024

Fundamental Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$895K
Total assets Small plan by assets
7
Participants Small participant base
22nd
Percentile by assets National rank
$127,834
Avg per participant Near avg balance/head
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Official DOL plan name: Fundamental Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Fundamental Holdings, Inc. · Illinois · Retail Trade

$895K in assets, 7 participants

Fundamental Holdings, Inc.'s Fundamental Holdings, Inc. 401(k) Profit Sharing Plan reported $895K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,767 in Retail Trade (8,048 peers)

Fundamental Holdings, Inc. multi-year trail

Fundamental Holdings, Inc.'s plans moved -20.2% in assets from 2022 to 2024; this filing shows Fundamental Holdings, Inc. 401(k) Profit Sharing Plan at $895K / 7 participants.

#2,767
in Retail Trade (8,048 peers)
-21.8%
assets change YoY

The plan reported a net loss of $249K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fundamental Holdings, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Fundamental Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$894,836 22nd percentile higher than 22% of 123,620 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 2024

Fundamental Holdings, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fundamental Holdings, Inc. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fundamental Holdings, Inc. 401(k) Profit Sharing Plan reported net income fell from $23K in the plan year 2023 filing to -$249K in the plan year 2024 filing.
  • Fundamental Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $895K in the plan year 2024 filing.
  • Fundamental Holdings, Inc. 401(k) Profit Sharing Plan reported participants fell from 8 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 831136380 · Fundamental Holdings, Inc. PY 2024 · 401(k)

Fundamental Holdings, Inc. 401(k) Profit Sharing Plan · $895K · 7 · 22nd

  • PHOTO $895K
  • IND 7
  • EOY 22nd
  • 5500 401(k)
  • ASSETS near Automotive Personnel Network 401(k) Ps Plan
  • PCT ind #2767

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 Retail Trade retirement plans → · Plans in Illinois →

Fundamental Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Anziano Corp. 401(k) Profit Sharing PlanAnziano Corp. 401(k) Profit …$895KEdward K Duckworth Profit Sharing PlanEdward K Duckworth Profit Sh…$895KFundamental Holdings, Inc. 401(k) Profit Sharing PlanFundamental Holdings, Inc. 4…$895KAutomotive Personnel Network 401(k) Ps PlanAutomotive Personnel Network…$895KCinco Lagos 401(k)$894K
End-of-year total assets ($M) among Fundamental Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fundamental Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fundamental Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$895K 20.177194503616324% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $1.12M $0.89M ▼ -20.5%
Year Plans Participants Total Assets
2022 1 7 $1M
2023 1 8 $1M
2024 1 7 $895K

Fundamental Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$895K
Net Income-$249K
Employer EIN831136380
Plan Effective Date2018-07-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Fundamental Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Fundamental Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000894836 · Participants: 7Fundamental Holdings, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Fundamental Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fundamental Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fundamental Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Automotive Personnel Network 401(k) Ps Plan in AZ ($895K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($895K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fundamental Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Fundamental Holdings, Inc. 401(k) Profit Sharing Plan declined sharply - down 21.8% during 2024, from $1M to $895K. Reported net income was -$249K.
How have Fundamental Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fundamental Holdings, Inc.'s sponsor-wide assets declined 20.2%, from $1M to $895K.
Where does Fundamental Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fundamental Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fundamental Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automotive Personnel Network 401(k) Ps Plan in AZ ($895K, 12 participants).
Which 401(k) plans cover a similar participant headcount to Fundamental Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831136380.

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.