401(k) · DOL Form 5500 · 2024

Fund Evaluation Group, LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
135
Participants Small participant base
86th
Percentile by assets National rank
$422,737
Avg per participant High balance/head
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Official DOL plan name: Fund Evaluation Group, LLC 401(k) Profit Sharing Plan · Sponsored by Fund Evaluation Group, LLC · Ohio · Finance & Insurance

$57M in assets, 135 participants

Fund Evaluation Group, LLC's Fund Evaluation Group, LLC 401(k) Profit Sharing Plan reported $57M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,629 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan covers 135 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $57M.

#6,629
in Finance & Insurance (8,549 peers)
+8.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$57,069,501 Top 14% higher than 86% 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

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fund Evaluation Group, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fund Evaluation Group, LLC 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Fund Evaluation Group, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $53M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Fund Evaluation Group, LLC 401(k) Profit Sharing Plan reported participants rose from 133 in the plan year 2023 filing to 135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 010694771 · Fund Evaluation Group, LLC PY 2024 · 401(k)

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan · $57M · 135 · 86th

  • EOY $57M
  • EOY 135
  • EOY 86th
  • EOY 401(k)
  • EOY near Emhart Glass Retirement and Savings Plan
  • EOY ind #6629

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 Finance & Insurance retirement plans → · Plans in Ohio →

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Trammo, Inc. Profit-Sharing/401(k) PlanTrammo, Inc. Profit-Sharing/…$57MFund Evaluation Group, LLC 401(k) Profit Sharing PlanFund Evaluation Group, LLC 4…$57MEmhart Glass Retirement and Savings PlanEmhart Glass Retirement and …$57MFactor Systems, LLC. Dba Billtrust (a Wholly Owned Subsidiary of Btrs Holdings)Factor Systems, LLC. Dba Bil…$57MMacias Gini & O'connell LLP 401(k) Profit Sharing PlanMacias Gini & O'connell LLP …$57M
End-of-year total assets ($M) among Fund Evaluation Group, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$57M
Net Income$4M
Employer EIN010694771
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fund Evaluation Group, LLC)

Sponsor-wide plan assets over time

All Fund Evaluation Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 27.226975868151126% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.9M $57.1M ▲ +27.2%
Year Plans Participants Total Assets
2022 1 125 $45M
2023 1 133 $53M
2024 1 135 $57M

Nearby 401(k) Plans in Ohio

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

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Fund Evaluation Group, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.057069501 · Participants: 135Fund Evaluation Group, LLC 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Fund Evaluation Group, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Fund Evaluation Group, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fund Evaluation Group, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Emhart Glass Retirement and Savings Plan in NY ($57M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Fund Evaluation Group, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Fund Evaluation Group, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 8.2% during 2024, from $53M to $57M. Reported net income was $4M.
How have Fund Evaluation Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fund Evaluation Group, LLC's sponsor-wide assets grew 27.2%, from $45M to $57M.
Where does Fund Evaluation Group, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fund Evaluation Group, LLC 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fund Evaluation Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Emhart Glass Retirement and Savings Plan in NY ($57M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Fund Evaluation Group, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 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 010694771.

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.