401(k) · DOL Form 5500 · 2024

Fogelman Properties 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
656
Participants Below avg headcount
73rd
Percentile by assets National rank
$35,031
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fogelman Properties 401(k) Plan · Sponsored by Fogelman Properties · Tennessee · Real Estate

$23M in assets, 656 participants

Fogelman Properties's Fogelman Properties 401(k) Plan reported $23M in total assets and 656 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #3,979 in Real Estate (4,605 peers)

Fogelman Properties multi-year trail

Fogelman Properties's plans moved +33.6% in assets from 2022 to 2024; this filing shows Fogelman Properties 401(k) Plan at $23M / 656 participants.

#3,979
in Real Estate (4,605 peers)
+16.3%
assets growth YoY

Fogelman Properties 401(k) Plan's outsized position by total assets

Fogelman Properties 401(k) Plan vs every filed plan by assets

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

$22,980,359 Top 27% higher than 73% 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

Fogelman Properties 401(k) 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. Fogelman Properties 401(k) Plan sits mid-pack in the medium band (656 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fogelman Properties 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Fogelman Properties 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Fogelman Properties 401(k) Plan reported participants rose from 601 in the plan year 2023 filing to 656 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 621773993 · Fogelman Properties PY 2024 · 401(k)

Fogelman Properties 401(k) Plan · $23M · 656 · 73rd

  • EIN $23M
  • RANK 656
  • PHOTO 73rd
  • IND 401(k)
  • EOY near Trinity Medical Wny 403(b) Plan
  • 5500 ind #3979

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 Real Estate retirement plans → · Plans in Tennessee →

Fogelman Properties 401(k) Plan in the asset neighbourhood

Fogelman Properties 401(k) PlanFogelman Properties 401(k) P…$23MTrinity Medical Wny 403(b) PlanTrinity Medical Wny 403(b) P…$23MHealthcare Management Administrators, Inc. Retirement PlanHealthcare Management Admini…$23MSound Point Capital Management, LP 401(k) Profit Sharing Plan aSound Point Capital Manageme…$23MThe Merchants National Bank Profit Sharing and 401(k) Savings PlanThe Merchants National Bank …$23M
End-of-year total assets ($M) among Fogelman Properties 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fogelman Properties multi-year asset trail

Sponsor-wide plan assets over time

All Fogelman Properties plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.59956904638199% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $23M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 598 $17M
2023 1 601 $20M
2024 1 656 $23M

Fogelman Properties filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN621773993
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Fogelman Properties 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Fogelman Properties 401(k) Plan, Total assets ($B): 0.022980359 · Participants: 656Fogelman Properties 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Fogelman Properties 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Fogelman Properties 401(k) Plan side-by-side with 3 peers →

Fogelman Properties 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Trinity Medical Wny 403(b) Plan in NY ($23M); by covered participants it is City Ventures 401(k) Plan in NE (656 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (656 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 Fogelman Properties 401(k) Plan assets move in 2024? ▼
Fogelman Properties 401(k) Plan grew sharply - up 16.3% during 2024, from $20M to $23M. Reported net income was $3M.
How have Fogelman Properties plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fogelman Properties's sponsor-wide assets grew 33.6%, from $17M to $23M.
Which 401(k) plans are similar in size to Fogelman Properties 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trinity Medical Wny 403(b) Plan in NY ($23M, 426 participants).
Which 401(k) plans cover a similar participant headcount to Fogelman Properties 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is City Ventures 401(k) Plan in NE (656 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 621773993.

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.