401(k) · DOL Form 5500 · 2024

Fco Advisors LP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
11
Participants Small participant base
43rd
Percentile by assets National rank
$473,711
Avg per participant High balance/head
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Official DOL plan name: Fco Advisors LP Retirement Plan · Sponsored by Fco Advisors LP · New York · Finance & Insurance

$5M in assets, 11 participants

Fco Advisors LP's Fco Advisors LP Retirement Plan reported $5M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,467 in Finance & Insurance (8,549 peers)

Fco Advisors LP multi-year trail

Fco Advisors LP's plans moved +59.4% in assets from 2022 to 2024; this filing shows Fco Advisors LP Retirement Plan at $5M / 11 participants.

#2,467
in Finance & Insurance (8,549 peers)
+25.4%
assets growth YoY

Fco Advisors LP Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Fco Advisors LP Retirement Plan vs every filed plan by assets

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

$5,210,819 43rd percentile higher than 43% 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

Fco Advisors LP Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fco Advisors LP Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fco Advisors LP Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Fco Advisors LP Retirement Plan reported net income rose from $888K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Fco Advisors LP Retirement Plan reported participants fell from 12 in the plan year 2023 filing to 11 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 455518307 · Fco Advisors LP PY 2024 · 401(k)

Fco Advisors LP Retirement Plan · $5M · 11 · 43rd

  • RANK $5M
  • PHOTO 11
  • IND 43rd
  • EOY 401(k)
  • 5500 near Paloma Resources LLC 401(k) Plan
  • ASSETS ind #2467

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 New York →

Fco Advisors LP Retirement Plan in the asset neighbourhood

Fco Advisors LP Retirement PlanFco Advisors LP Retirement P…$5MPaloma Resources LLC 401(k) PlanPaloma Resources LLC 401(k) …$5MAgile Sourcing Partners, Inc. Retirement PlanAgile Sourcing Partners, Inc…$5MVivid Impact Company, LLC 401(k) PlanVivid Impact Company, LLC 40…$5MBww, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Fco Advisors LP Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fco Advisors LP multi-year asset trail

Sponsor-wide plan assets over time

All Fco Advisors LP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 59.425101254212166% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.27M $5.21M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 12 $4M
2024 1 11 $5M

Fco Advisors LP filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN455518307
Plan Effective Date2020-10-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Fco Advisors LP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fco Advisors LP Retirement Plan, Total assets ($B): 0.005210819 · Participants: 11Fco Advisors LP Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Fco Advisors LP Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fco Advisors LP Retirement Plan side-by-side with 3 peers →

Fco Advisors LP Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Paloma Resources LLC 401(k) Plan in TX ($5M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Fco Advisors LP Retirement Plan assets move in 2024? ▼
Fco Advisors LP Retirement Plan grew sharply - up 25.4% during 2024, from $4M to $5M. Reported net income was $1M.
How have Fco Advisors LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fco Advisors LP's sponsor-wide assets grew 59.4%, from $3M to $5M.
Which 401(k) plans are similar in size to Fco Advisors LP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paloma Resources LLC 401(k) Plan in TX ($5M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Fco Advisors LP Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants, $2M 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 455518307.

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.