ESOP · DOL Form 5500 · 2024

Albert F. Fitzgerald, Inc. ESOP

Data updated 2026-08-25

$625K
Total assets Small plan by assets
63
Participants Small participant base
19th
Percentile by assets National rank
$9,913
Avg per participant Low balance/head
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Official DOL plan name: Fitzgerald Tile Employee Stock Ownership Plan · Sponsored by Albert F. Fitzgerald, Inc. · Massachusetts · Wholesale Trade

$625K in assets, 63 participants

Albert F. Fitzgerald, Inc.'s Fitzgerald Tile Employee Stock Ownership Plan reported $625K in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #598 in Wholesale Trade (6,080 peers)

Albert F. Fitzgerald, Inc. multi-year trail

Albert F. Fitzgerald, Inc.'s plans moved +47.0% in assets from 2022 to 2024; this filing shows Fitzgerald Tile Employee Stock Ownership Plan at $625K / 63 participants.

#598
in Wholesale Trade (6,080 peers)
+123.0%
assets growth YoY

Fitzgerald Tile Employee Stock Ownership Plan among the smaller filed plans by assets

Fitzgerald Tile Employee Stock Ownership Plan vs every filed plan by assets

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

$624,528 19th percentile higher than 19% 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

Fitzgerald Tile Employee Stock Ownership 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. Fitzgerald Tile Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 042373147 · Albert F. Fitzgerald, Inc. PY 2024 · ESOP

Fitzgerald Tile Employee Stock Ownership Plan · $625K · 63 · 19th

  • PHOTO $625K
  • IND 63
  • EOY 19th
  • 5500 ESOP
  • ASSETS near Petro Rubber Products, Inc. Employees' Stock Ownership Plan and Trust
  • PCT ind #598

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 What is an ESOP? → · Plans in Massachusetts →

Fitzgerald Tile Employee Stock Ownership Plan in the asset neighbourhood

Petro Rubber Products, Inc. Employees' Stock Ownership Plan and TrustPetro Rubber Products, Inc. …$625KFitzgerald Tile Employee Stock Ownership PlanFitzgerald Tile Employee Sto…$625KEdwards Group Holdings Inc. Employee Stock Ownership PlanEdwards Group Holdings Inc. …$624KGuardian Fleet Services, Inc. Employee Stock Ownership PlanGuardian Fleet Services, Inc…$623KThe Elm Group, Inc. Employee Stock Ownership PlanThe Elm Group, Inc. Employee…$620K
End-of-year total assets ($M) among Fitzgerald Tile Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Albert F. Fitzgerald, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Albert F. Fitzgerald, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.02676255832867% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.7M $5.44M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 47 $4M
2023 1 59 $5M
2024 2 135 $5M

Albert F. Fitzgerald, Inc. filing trail (2024)

Total Assets (Beginning of Year)$280K
Net Assets (End of Year)-$3M
Net Income$872K
Employer EIN042373147
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Fitzgerald Tile Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Fitzgerald Tile Employee Stock Ownership Plan, Total assets ($M): 0.624528 · Participants: 63Fitzgerald Tile Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Fitzgerald Tile Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Fitzgerald Tile Employee Stock Ownership Plan side-by-side with 3 peers →

Fitzgerald Tile Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Petro Rubber Products, Inc. Employees' Stock Ownership Plan and Trust in TX ($625K); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Fitzgerald Tile Employee Stock Ownership Plan assets move in 2024? ▼
Fitzgerald Tile Employee Stock Ownership Plan surged - up 123.0% during 2024, from $280K to $625K. Reported net income was $872K.
How have Albert F. Fitzgerald, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albert F. Fitzgerald, Inc.'s sponsor-wide assets grew 47.0%, from $4M to $5M.
Where does Fitzgerald Tile Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fitzgerald Tile Employee Stock Ownership Plan ranks in the 19th 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 ESOP plans are similar in size to Fitzgerald Tile Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Petro Rubber Products, Inc. Employees' Stock Ownership Plan and Trust in TX ($625K, N/A participants).
Which ESOP plans cover a similar participant headcount to Fitzgerald Tile Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants, $27M 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 042373147.

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.