401(k) · DOL Form 5500 · 2024

E & S Fogarty Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
30th
Percentile by assets National rank
$156,686
Avg per participant Above avg balance/head
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Official DOL plan name: E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by E & S Fogarty Enterprises, Inc. · Minnesota · Administrative & Support Services

$2M in assets, 14 participants

E & S Fogarty Enterprises, Inc.'s E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,368 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan ranks #2,368 of 4,368 2024 filers by assets (1315% of the sector average)-$2M for 14 participants.

#2,368
in Administrative & Support Services (4,368 peers)
-0.3%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,193,605 30th percentile higher than 30% 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

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing 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. E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from $49K in the plan year 2023 filing to -$6K in the plan year 2024 filing.
  • E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan 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 →

Plan-year Form 5500 strip

Filing strip 454654503 · E & S Fogarty Enterprises, Inc. PY 2024 · 401(k)

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan · $2M · 14 · 30th

  • PART $2M
  • PART 14
  • PART 30th
  • PART 401(k)
  • PART near Magellan Aerospace, Middletown Local 2535 Employees Savings Plan and Trust
  • PART ind #2368

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 Administrative & Support Services retirement plans → · Plans in Minnesota →

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing PlanE & S Fogarty Enterprises, I…$2MMagellan Aerospace, Middletown Local 2535 Employees Savings Plan and TrustMagellan Aerospace, Middleto…$2MMueller Services, Inc. 401(k) Profit Sharing Plan and TrustMueller Services, Inc. 401(k…$2MWonder Porcelain Group, LLC 401(k) PlanWonder Porcelain Group, LLC …$2MTil Gaming, LLC 401(k) Plan$2M
End-of-year total assets ($M) among E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$6K
Employer EIN454654503
Plan Effective Date2012-04-09
Filing StatusFILING RECEIVED

Sponsor Plan History (E & S Fogarty Enterprises, Inc.)

Sponsor-wide plan assets over time

All E & S Fogarty Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.0065995366559806% vs 2022
2024 filing year
$2.14M$2.16M$2.18M$2.2M$2.22M 202220232024 $2.15M $2.19M ▲ +1.9%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 13 $2M
2024 1 14 $2M

Nearby 401(k) Plans in Minnesota

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

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002193605 · Participants: 14E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Magellan Aerospace, Middletown Local 2535 Employees Savings Plan and Trust in OH ($2M); 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.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.3% during 2024, from $2M to $2M. Reported net income was -$6K.
How have E & S Fogarty Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E & S Fogarty Enterprises, Inc.'s sponsor-wide assets grew 2.0%, from $2M to $2M.
Which 401(k) plans are similar in size to E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magellan Aerospace, Middletown Local 2535 Employees Savings Plan and Trust in OH ($2M, 56 participants).
Which 401(k) plans cover a similar participant headcount to E & S Fogarty Enterprises, Inc. 401(k) Profit Sharing Plan? ▼
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 454654503.

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.