401(k) · DOL Form 5500 · 2023
Fluent, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 210
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $84,514
- Avg per participant Below avg balance/head
Official DOL plan name: Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 · Sponsored by Fluent, LLC · New York · Professional & Technical Services
$18M in assets, 210 participants
Fluent, LLC's Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 reported $18M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #14,200 in Professional & Technical Services (20,321 peers)
Coverage in New York
Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 covers 210 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $18M.
- #14,200
- in Professional & Technical Services (20,321 peers)
- +33.1%
- assets growth YoY
Fluent, LLC 401(k) Profit Sharing Plan and Trust 003's outsized position by total assets
Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,747,936 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 sits mid-pack in the medium band (210 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 reported net income rose from -$122K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 reported participants rose from 193 in the plan year 2022 filing to 210 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 352548053 · Fluent, LLC PY 2023 · 401(k)
Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 · $18M · 210 · 70th
- BOY $18M
- BOY 210
- BOY 70th
- BOY 401(k)
- BOY near Leominster Credit Union 401(k) Profit Sharing Plan
- BOY ind #14200
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 New York →
Fluent, LLC 401(k) Profit Sharing Plan and Trust 003 in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 352548053 |
| Plan Effective Date | 2016-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fluent, LLC)
Sponsor-wide plan assets over time
All Fluent, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 45.49921190529302% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $13M |
| 2023 | 1 | 210 | $18M |
| 2024 | 1 | 237 | $19M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Fluent, LLC 401(k) Profit Sharing Plan and Trust 003's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Leominster Credit Union 401(k) Profit Sharing Plan in MA ($18M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.
- B.E.a.T., LLC 401(k) Plan (TX) 210 · 0 off
- Versa Press Inc Employees Retirement Plan and Trust (IL) 210 · 0 off
- Wec Energy Group Limited Retirement Savings Plan (WI) 210 · 0 off
- Marking Services, Inc. 401(k) Plan (WI) 210 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.