401(k) · DOL Form 5500 · 2024

Fitz Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
36
Participants Small participant base
28th
Percentile by assets National rank
$46,534
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fitz Enterprises, Inc. Retirement Savings Plan · Sponsored by Fitz Enterprises, Inc. · Oregon · Wholesale Trade

$2M in assets, 36 participants

Fitz Enterprises, Inc.'s Fitz Enterprises, Inc. Retirement Savings Plan reported $2M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,014 in Wholesale Trade (6,080 peers)

Fitz Enterprises, Inc. multi-year trail

Fitz Enterprises, Inc.'s plans moved +20.8% in assets from 2023 to 2024; this filing shows Fitz Enterprises, Inc. Retirement Savings Plan at $2M / 36 participants.

#1,014
in Wholesale Trade (6,080 peers)
+20.8%
assets growth YoY

Fitz Enterprises, Inc. Retirement Savings Plan among the smaller filed plans by assets

Fitz Enterprises, Inc. Retirement Savings Plan vs every filed plan by assets

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

$1,675,235 28th percentile higher than 28% 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

Fitz Enterprises, Inc. Retirement Savings 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. Fitz Enterprises, Inc. Retirement Savings Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fitz Enterprises, Inc. Retirement Savings Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Fitz Enterprises, Inc. Retirement Savings Plan reported net income fell from $354K in the plan year 2023 filing to $288K in the plan year 2024 filing.
  • Fitz Enterprises, Inc. Retirement Savings Plan reported participants rose from 34 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 930691471 · Fitz Enterprises, Inc. PY 2024 · 401(k)

Fitz Enterprises, Inc. Retirement Savings Plan · $2M · 36 · 28th

  • EOY $2M
  • 5500 36
  • ASSETS 28th
  • PCT 401(k)
  • EIN near Pediatrics Associates, Inc. 401(k) Profit Sharing Plan
  • RANK ind #1014

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 Wholesale Trade retirement plans → · Plans in Oregon →

Fitz Enterprises, Inc. Retirement Savings Plan in the asset neighbourhood

Fitz Enterprises, Inc. Retirement Savings PlanFitz Enterprises, Inc. Retir…$2MPediatrics Associates, Inc. 401(k) Profit Sharing PlanPediatrics Associates, Inc. …$2MVareco Holdings LLC 401(k) Profit Sharing Plan & TrustVareco Holdings LLC 401(k) P…$2MBouldering Company Inc. 401(k) PlanBouldering Company Inc. 401(…$2MIntercon, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Fitz Enterprises, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fitz Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fitz Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.792852373625138% vs 2023
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M$1.8M 20232024 $1.39M $1.68M ▲ +20.9%
Year Plans Participants Total Assets
2023 1 34 $1M
2024 1 36 $2M

Fitz Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$288K
Employer EIN930691471
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Fitz Enterprises, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Fitz Enterprises, Inc. Retirement Savings Plan, Total assets ($B): 0.001675235 · Participants: 36Fitz Enterprises, Inc. Retirement Savings Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Fitz Enterprises, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Fitz Enterprises, Inc. Retirement Savings Plan side-by-side with 3 peers →

Fitz Enterprises, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Pediatrics Associates, Inc. 401(k) Profit Sharing Plan in HI ($2M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Fitz Enterprises, Inc. Retirement Savings Plan assets move in 2024? ▼
Fitz Enterprises, Inc. Retirement Savings Plan grew sharply - up 20.8% during 2024, from $1M to $2M. Reported net income was $288K.
How have Fitz Enterprises, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Fitz Enterprises, Inc.'s sponsor-wide assets grew 20.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Fitz Enterprises, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pediatrics Associates, Inc. 401(k) Profit Sharing Plan in HI ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Fitz Enterprises, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants, $4M 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 930691471.

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.