401(k) · DOL Form 5500 · 2024

Fetrow Insurance Associates Ll 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 14
Participants Small participant base: 25th
Percentile by assets National rank: $94,441
Avg per participant Below avg balance/head

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Official DOL plan name: Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust · Sponsored by Fetrow Insurance Associates Ll · Pennsylvania · Finance & Insurance

$1M in assets, 14 participants

Fetrow Insurance Associates Ll's Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

#1,305 in Finance & Insurance (8,549 peers)

Fetrow Insurance Associates Ll multi-year trail

Fetrow Insurance Associates Ll's plans moved +23.1% in assets from 2022 to 2024; this filing shows Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust at $1M / 14 participants.

#1,305
in Finance & Insurance (8,549 peers): +23.9%
assets growth YoY

Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,322,176 25th percentile higher than 25% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust is a small filing (14 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust reported net income rose from -$7K in the plan year 2023 filing to $255K in the plan year 2024 filing.
Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust reported participants rose from 13 in the plan year 2023 filing to 14 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 810604952 · Fetrow Insurance Associates Ll PY 2024 · 401(k)

Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust · $1M · 14 · 25th

BOY $1M
BOY 14
BOY 25th
BOY 401(k)
BOY near John Cerasuolo Co., Inc. 401(k) Profit Sharing Plan
BOY ind #1305

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

End-of-year total assets ($M) among Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fetrow Insurance Associates Ll multi-year asset trail

Latest sponsor-wide plan assets: $1M 23.11004218890686% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	12	$1M
2023	1	13	$1M
2024	1	14	$1M

Fetrow Insurance Associates Ll filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$255K
Employer EIN	810604952
Plan Effective Date	1996-06-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
The Cigna Group 401(k) Plan $14.2B · 63,634
The Vanguard Retirement and Savings Plan $11.1B · 18,066
Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604

Compare Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is John Cerasuolo Co., Inc. 401(k) Profit Sharing Plan in MA ($1M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

John Cerasuolo Co., Inc. 401(k) Profit Sharing Plan (MA) $1M · 5
Employee Benefit Plan of Paradise Oaks Youth Services (CA) $1M · 50
Star Dobe, Inc. 401(k) Plan (TX) $1M · 7
Ksc 401(k) (FL) $1M · 2

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

Layne Pumps, Inc. 401(k) Profit Sharing Plan (ID) 14 · 0 off
Professional Anesthesia Providers Psc Retirement Plan (PR) 14 · 0 off
Ajj Enterprises, Inc. Profit Sharing Plan (TN) 14 · 0 off
Mabry & Mcclelland, LLP Salary Deferral Profit Sharing Plan (GA) 14 · 0 off

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 Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust grew sharply - up 23.9% during 2024, from $1M to $1M. Reported net income was $255K.

How have Fetrow Insurance Associates Ll plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fetrow Insurance Associates Ll's sponsor-wide assets grew 23.1%, from $1M to $1M.

Where does Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).

Which 401(k) plans are similar in size to Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is John Cerasuolo Co., Inc. 401(k) Profit Sharing Plan in MA ($1M, 5 participants).

Which 401(k) plans cover a similar participant headcount to Fetrow Insurance Associates Ll 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M 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 810604952.