401(k) · DOL Form 5500 · 2024

Donahue Fitzgerald LLP 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
87
Participants Small participant base
85th
Percentile by assets National rank
$607,620
Avg per participant High balance/head
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Official DOL plan name: Donahue Fitzgerald LLP 401(k) Profit Sharing Plan · Sponsored by Donahue Fitzgerald LLP · California · Professional & Technical Services

$53M in assets, 87 participants

Donahue Fitzgerald LLP's Donahue Fitzgerald LLP 401(k) Profit Sharing Plan reported $53M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,269 in Professional & Technical Services (20,173 peers)

Where Donahue Fitzgerald LLP 401(k) Profit Sharing Plan sits by assets

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $53M for 87 participants (~$607,620/participant), up 15.6% in 2024.

#17,269
in Professional & Technical Services (20,173 peers)
+15.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan's outsized position by total assets

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$52,862,914 Top 15% higher than 85% 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

Donahue Fitzgerald LLP 401(k) Profit Sharing 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. Donahue Fitzgerald LLP 401(k) Profit Sharing Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Donahue Fitzgerald LLP 401(k) Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Donahue Fitzgerald LLP 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Donahue Fitzgerald LLP 401(k) Profit Sharing Plan reported participants fell from 90 in the plan year 2023 filing to 87 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941242088 · Donahue Fitzgerald LLP PY 2024 · 401(k)

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan · $53M · 87 · 85th

  • BOOK $53M
  • BOOK 87
  • BOOK 85th
  • BOOK 401(k)
  • BOOK near Denver School of Science and Technology 401(k) Plan
  • BOOK ind #17269

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 California →

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Southview Medical Group, P. C. 401(k) PlanSouthview Medical Group, P. …$53MJuly Pooled Employer Plan #2$53MDonahue Fitzgerald LLP 401(k) Profit Sharing PlanDonahue Fitzgerald LLP 401(k…$53MDenver School of Science and Technology 401(k) PlanDenver School of Science and…$53MSwva, Inc. Collective Bargaining Unit Retirement PlanSwva, Inc. Collective Bargai…$53M
End-of-year total assets ($M) among Donahue Fitzgerald LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$53M
Net Income$7M
Employer EIN941242088
Plan Effective Date2015-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donahue Fitzgerald LLP)

Sponsor-wide plan assets over time

All Donahue Fitzgerald LLP plans reported in each filing year

Latest sponsor-wide plan assets
$53M 39.56776455946712% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.9M $52.9M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 89 $38M
2023 1 90 $46M
2024 1 87 $53M

Nearby 401(k) Plans in California

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

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Donahue Fitzgerald LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.052862914 · Participants: 87Donahue Fitzgerald LLP 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Donahue Fitzgerald LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Donahue Fitzgerald LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Donahue Fitzgerald LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Denver School of Science and Technology 401(k) Plan in CO ($53M); by covered participants it is Ordermygear 401(k) Plan in TX (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Donahue Fitzgerald LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Donahue Fitzgerald LLP 401(k) Profit Sharing Plan grew sharply - up 15.6% during 2024, from $46M to $53M. Reported net income was $7M.
How have Donahue Fitzgerald LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donahue Fitzgerald LLP's sponsor-wide assets grew 39.6%, from $38M to $53M.
Where does Donahue Fitzgerald LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Donahue Fitzgerald LLP 401(k) Profit Sharing Plan ranks in the 85th 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 Donahue Fitzgerald LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Denver School of Science and Technology 401(k) Plan in CO ($53M, 893 participants).
Which 401(k) plans cover a similar participant headcount to Donahue Fitzgerald LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ordermygear 401(k) Plan in TX (87 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 941242088.

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.