401(k) · DOL Form 5500 · 2024

Fitzpatrick's, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
40th
Percentile by assets National rank
$206,818
Avg per participant Above avg balance/head
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Official DOL plan name: Fitzpatrick's, Inc. 401(k) Plan · Sponsored by Fitzpatrick's, Inc. · Connecticut · Retail Trade

$4M in assets, 21 participants

Fitzpatrick's, Inc.'s Fitzpatrick's, Inc. 401(k) Plan reported $4M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,059 in Retail Trade (8,048 peers)

Fitzpatrick's, Inc. multi-year trail

Fitzpatrick's, Inc.'s plans moved +24.7% in assets from 2022 to 2024; this filing shows Fitzpatrick's, Inc. 401(k) Plan at $4M / 21 participants.

#4,059
in Retail Trade (8,048 peers)
+8.7%
assets growth YoY

Fitzpatrick's, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Fitzpatrick's, Inc. 401(k) Plan vs every filed plan by assets

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

$4,343,177 40th percentile higher than 40% 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

Fitzpatrick's, Inc. 401(k) 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. Fitzpatrick's, Inc. 401(k) Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fitzpatrick's, Inc. 401(k) Plan reported net income fell from $512K in the plan year 2023 filing to $348K in the plan year 2024 filing.
  • Fitzpatrick's, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060836653 · Fitzpatrick's, Inc. PY 2024 · 401(k)

Fitzpatrick's, Inc. 401(k) Plan · $4M · 21 · 40th

  • VS-ST $4M
  • BOY 21
  • SCH 40th
  • EBSA 401(k)
  • PART near Family Home Office LLC 401(k) Plan
  • TYPE ind #4059

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 Retail Trade retirement plans → · Plans in Connecticut →

Fitzpatrick's, Inc. 401(k) Plan in the asset neighbourhood

Fitzpatrick's, Inc. 401(k) PlanFitzpatrick's, Inc. 401(k) P…$4MFamily Home Office LLC 401(k) PlanFamily Home Office LLC 401(k…$4MS E & M Constructors, Inc. 401(k) PlanS E & M Constructors, Inc. 4…$4MEnterprise Integration, Inc. 401(k) PlanEnterprise Integration, Inc.…$4MHorizon Activities Centers 403b DC PlanHorizon Activities Centers 4…$4M
End-of-year total assets ($M) among Fitzpatrick's, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fitzpatrick's, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fitzpatrick's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.668628330688218% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.48M $4.34M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 21 $4M
2024 1 21 $4M

Fitzpatrick's, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$348K
Employer EIN060836653
Plan Effective Date1967-07-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Fitzpatrick's, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fitzpatrick's, Inc. 401(k) Plan, Total assets ($B): 0.004343177 · Participants: 21Fitzpatrick's, Inc. 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Fitzpatrick's, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Fitzpatrick's, Inc. 401(k) Plan side-by-side with 3 peers →

Fitzpatrick's, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Family Home Office LLC 401(k) Plan in VA ($4M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Fitzpatrick's, Inc. 401(k) Plan assets move in 2024? ▼
Fitzpatrick's, Inc. 401(k) Plan grew at a solid clip - up 8.7% during 2024, from $4M to $4M. Reported net income was $348K.
How have Fitzpatrick's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fitzpatrick's, Inc.'s sponsor-wide assets grew 24.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Fitzpatrick's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family Home Office LLC 401(k) Plan in VA ($4M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Fitzpatrick's, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 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 060836653.

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.