401(k) · DOL Form 5500 · 2024

Fordyce Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$395,573
Avg per participant High balance/head
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Official DOL plan name: Fordyce 401(k) and Profit Sharing Plan · Sponsored by Fordyce Holdings, Inc. · Texas · Mining & Oil Extraction

$2M in assets, 5 participants

Fordyce Holdings, Inc.'s Fordyce 401(k) and Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #87 in Mining & Oil Extraction (785 peers)

Fordyce Holdings, Inc. multi-year trail

Fordyce Holdings, Inc.'s plans moved -17.5% in assets from 2022 to 2024; this filing shows Fordyce 401(k) and Profit Sharing Plan at $2M / 5 participants.

#87
in Mining & Oil Extraction (785 peers)
-0.3%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fordyce 401(k) and Profit Sharing Plan among the smaller filed plans by assets

Fordyce 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$1,977,866 29th percentile higher than 29% 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

Fordyce 401(k) and Profit Sharing 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. Fordyce 401(k) and Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fordyce 401(k) and Profit Sharing Plan reported net income fell from $281K in the plan year 2023 filing to -$7K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 740629110 · Fordyce Holdings, Inc. PY 2024 · 401(k)

Fordyce 401(k) and Profit Sharing Plan · $2M · 5 · 29th

  • EBSA $2M
  • PART 5
  • TYPE 29th
  • NET 401(k)
  • BOOK near Tugboat Management, LLC 401(k) Plan
  • VS-ST ind #87

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Fordyce 401(k) and Profit Sharing Plan in the asset neighbourhood

Fordyce 401(k) and Profit Sharing PlanFordyce 401(k) and Profit Sh…$2MTugboat Management, LLC 401(k) PlanTugboat Management, LLC 401(…$2MThompson Engineering Company, Inc. 401(k) PlanThompson Engineering Company…$2MJ. a. Green and Company LLC 401(k) Profit Sharing Plan and TrustJ. a. Green and Company LLC …$2MKnight Island Management 401(k) PlanKnight Island Management 401…$2M
End-of-year total assets ($M) among Fordyce 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fordyce Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fordyce Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 17.533579522097025% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $22.6M $18.6M ▼ -17.5%
Year Plans Participants Total Assets
2022 2 183 $23M
2023 2 11 $23M
2024 2 11 $19M

Fordyce Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$7K
Employer EIN740629110
Plan Effective Date2011-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Fordyce 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fordyce 401(k) and Profit Sharing Plan, Total assets ($B): 0.001977866 · Participants: 5Fordyce 401(k) and Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Fordyce 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fordyce 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Fordyce 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tugboat Management, LLC 401(k) Plan in ID ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Fordyce 401(k) and Profit Sharing Plan assets move in 2024? ▼
Fordyce 401(k) and Profit Sharing Plan held essentially flat - down 0.3% during 2024, from $2M to $2M. Reported net income was -$7K.
How have Fordyce Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fordyce Holdings, Inc.'s sponsor-wide assets declined 17.5%, from $23M to $19M.
Which 401(k) plans are similar in size to Fordyce 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tugboat Management, LLC 401(k) Plan in ID ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Fordyce 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 740629110.

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.