401(k) · DOL Form 5500 · 2024
Eric J Fernandez & Co 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $248,319
- Avg per participant Above avg balance/head
Official DOL plan name: Eric J. Fernandez & Co Profit Sharing Plan & Trust · Sponsored by Eric J Fernandez & Co · Illinois · Professional & Technical Services
$7M in assets, 29 participants
Eric J Fernandez & Co's Eric J. Fernandez & Co Profit Sharing Plan & Trust reported $7M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,477 in Professional & Technical Services (20,173 peers)
Eric J Fernandez & Co multi-year trail
Eric J Fernandez & Co's plans moved +28.6% in assets from 2022 to 2024; this filing shows Eric J. Fernandez & Co Profit Sharing Plan & Trust at $7M / 29 participants.
- #9,477
- in Professional & Technical Services (20,173 peers)
- +13.2%
- assets growth YoY
Eric J. Fernandez & Co Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Eric J. Fernandez & Co Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,201,251 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Eric J. Fernandez & Co Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eric J. Fernandez & Co Profit Sharing Plan & Trust is a small filing (29 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eric J. Fernandez & Co Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Eric J. Fernandez & Co Profit Sharing Plan & Trust reported net income rose from $763K in the plan year 2023 filing to $838K in the plan year 2024 filing.
- Eric J. Fernandez & Co Profit Sharing Plan & Trust reported participants rose from 28 in the plan year 2023 filing to 29 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 363141842 · Eric J Fernandez & Co PY 2024 · 401(k)
Eric J. Fernandez & Co Profit Sharing Plan & Trust · $7M · 29 · 49th
- TYPE $7M
- NET 29
- BOOK 49th
- VS-ST 401(k)
- BOY near Office360 401(k) Plan
- SCH ind #9477
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 Illinois →
Eric J. Fernandez & Co Profit Sharing Plan & Trust in the asset neighbourhood
Eric J Fernandez & Co multi-year asset trail
Sponsor-wide plan assets over time
All Eric J Fernandez & Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 28.598429550214057% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 24 | $6M |
| 2023 | 1 | 28 | $6M |
| 2024 | 1 | 29 | $7M |
Eric J Fernandez & Co filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $838K |
| Employer EIN | 363141842 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Eric J. Fernandez & Co Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Office360 401(k) Plan in IN ($7M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Office360 401(k) Plan (IN) $7M · 150
- First Settlement Physical Therapy 401(k) Plan (WV) $7M · 204
- American Tubing Arkansas, LLC Employees 401(k) Retirement Plan (AR) $7M · 148
- Pfs Group 401(k) Plan (TX) $7M · 381
Similar participant headcount
Nearest other-state filings by covered participants (29 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.