401(k) · DOL Form 5500 · 2024

Fant & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$373K
Total assets Small plan by assets
4
Participants Small participant base
15th
Percentile by assets National rank
$93,332
Avg per participant Below avg balance/head
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Official DOL plan name: Fant & Associates Retirement Plan · Sponsored by Fant & Associates, Inc. · Alabama · Finance & Insurance

$373K in assets, 4 participants

Fant & Associates, Inc.'s Fant & Associates Retirement Plan reported $373K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 15th 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.

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

Fant & Associates, Inc. multi-year trail

Fant & Associates, Inc.'s plans moved +71.0% in assets from 2022 to 2024; this filing shows Fant & Associates Retirement Plan at $373K / 4 participants.

#667
in Finance & Insurance (8,549 peers)
+17.6%
assets growth YoY

Fant & Associates Retirement Plan among the smaller filed plans by assets

Fant & Associates Retirement Plan vs every filed plan by assets

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

$373,327 15th percentile higher than 15% 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

Fant & Associates Retirement 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. Fant & Associates Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fant & Associates Retirement Plan reported net income fell from $99K in the plan year 2023 filing to $56K in the plan year 2024 filing.
  • Fant & Associates Retirement Plan end-of-year assets rose from $317K in the plan year 2023 filing to $373K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 853799717 · Fant & Associates, Inc. PY 2024 · 401(k)

Fant & Associates Retirement Plan · $373K · 4 · 15th

  • EBSA $373K
  • PART 4
  • TYPE 15th
  • NET 401(k)
  • BOOK near Holiatry Health Corp. 401(k) Profit Sharing Plan
  • VS-ST ind #667

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 Alabama →

Fant & Associates Retirement Plan in the asset neighbourhood

Fant & Associates Retirement PlanFant & Associates Retirement…$373KHoliatry Health Corp. 401(k) Profit Sharing PlanHoliatry Health Corp. 401(k)…$373KTjl Information Technologies, Inc. 401(k) PlanTjl Information Technologies…$373KParker Title Services LLC 401(k) Profit Sharing Plan & TrustParker Title Services LLC 40…$373KSundance Psi 401(k) Plan$373K
End-of-year total assets ($M) among Fant & Associates Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fant & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fant & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$373K 70.97171591346242% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M$0.4M 202220232024 $0.22M $0.37M ▲ +68.2%
Year Plans Participants Total Assets
2022 1 4 $218K
2023 1 4 $317K
2024 1 4 $373K

Fant & Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$317K
Net Assets (End of Year)$373K
Net Income$56K
Employer EIN853799717
Plan Effective Date2020-11-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Fant & Associates Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Fant & Associates Retirement Plan, Total assets ($B): 0.000373327 · Participants: 4Fant & Associates Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Fant & Associates Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Fant & Associates Retirement Plan side-by-side with 3 peers →

Fant & Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Holiatry Health Corp. 401(k) Profit Sharing Plan in CA ($373K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Fant & Associates Retirement Plan assets move in 2024? ▼
Fant & Associates Retirement Plan grew sharply - up 17.6% during 2024, from $317K to $373K. Reported net income was $56K.
How have Fant & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fant & Associates, Inc.'s sponsor-wide assets grew 71.0%, from $218K to $373K.
Where does Fant & Associates Retirement Plan rank by assets among Form 5500 filers? ▼
Fant & Associates Retirement Plan ranks in the 15th 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 Fant & Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holiatry Health Corp. 401(k) Profit Sharing Plan in CA ($373K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Fant & Associates Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 853799717.

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.