401(k) · DOL Form 5500 · 2024
Fopiano and Sullivan, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $218,409
- Avg per participant Above avg balance/head
Official DOL plan name: Fopiano & Sullivan, LLC 401(k) Plan · Sponsored by Fopiano and Sullivan, LLC · Massachusetts · Professional & Technical Services
$2M in assets, 9 participants
Fopiano and Sullivan, LLC's Fopiano & Sullivan, LLC 401(k) Plan reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #5,038 in Professional & Technical Services (20,173 peers)
Fopiano and Sullivan, LLC multi-year trail
Fopiano and Sullivan, LLC's plans moved -43.2% in assets from 2022 to 2024; this filing shows Fopiano & Sullivan, LLC 401(k) Plan at $2M / 9 participants.
- #5,038
- in Professional & Technical Services (20,173 peers)
- -52.6%
- 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.
Fopiano & Sullivan, LLC 401(k) Plan among the smaller filed plans by assets
Fopiano & Sullivan, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,965,680 29th percentile higher than 29% 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
Fopiano & Sullivan, LLC 401(k) 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. Fopiano & Sullivan, LLC 401(k) Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fopiano & Sullivan, LLC 401(k) Plan reported net income fell from $683K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Fopiano & Sullivan, LLC 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 272778430 · Fopiano and Sullivan, LLC PY 2024 · 401(k)
Fopiano & Sullivan, LLC 401(k) Plan · $2M · 9 · 29th
- NET $2M
- BOOK 9
- VS-ST 29th
- BOY 401(k)
- SCH near Zick Business Advisors, Inc. Safe Harbor 401(k)
- EBSA ind #5038
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 Massachusetts →
Fopiano & Sullivan, LLC 401(k) Plan in the asset neighbourhood
Fopiano and Sullivan, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Fopiano and Sullivan, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 43.22998314528213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $3M |
| 2023 | 1 | 9 | $4M |
| 2024 | 1 | 9 | $2M |
Fopiano and Sullivan, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$2M |
| Employer EIN | 272778430 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Fopiano & Sullivan, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Zick Business Advisors, Inc. Safe Harbor 401(k) in CO ($2M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.