401(k) · DOL Form 5500 · 2024

Ec Fennell, P.a. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
152
Participants Small participant base
46th
Percentile by assets National rank
$41,244
Avg per participant Low balance/head
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Official DOL plan name: E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust · Sponsored by Ec Fennell, P.a. · Florida · Professional & Technical Services

$6M in assets, 152 participants

Ec Fennell, P.a.'s E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,910 in Professional & Technical Services (20,173 peers)

Coverage in Florida

E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust covers 152 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#8,910
in Professional & Technical Services (20,173 peers)
+28.7%
assets growth YoY

E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,269,052 46th percentile higher than 46% 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

E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust 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. E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust reported net income rose from -$497K in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2024 filing.
  • E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust reported participants rose from 121 in the plan year 2022 filing to 152 in the plan year 2024 filing.

See the national 2022→2024 release diff →

EBSA filing schedule strip

Filing strip 300084893 · Ec Fennell, P.a. PY 2024 · 401(k)

E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust · $6M · 152 · 46th

  • PHOTO $6M
  • IND 152
  • EOY 46th
  • 5500 401(k)
  • ASSETS near Buckeye Packaging Co., Inc. 401(k) and Profit Sharing Plan
  • PCT ind #8910

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 Florida →

E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

E.C. Fennell, P.a. 401(k) Profit Sharing Plan & TrustE.C. Fennell, P.a. 401(k) Pr…$6MBuckeye Packaging Co., Inc. 401(k) and Profit Sharing PlanBuckeye Packaging Co., Inc. …$6MCoordinated Family Care 401(k) PlanCoordinated Family Care 401(…$6MFullaway Lamphear & Sauve, PLLC 401(k) Profit Sharing PlanFullaway Lamphear & Sauve, P…$6MLee & Melendrez Profit-Sharing Plan and TrustLee & Melendrez Profit-Shari…$6M
End-of-year total assets ($M) among E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN300084893
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ec Fennell, P.a.)

Sponsor-wide plan assets over time

All Ec Fennell, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 76.37123346867489% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 20222024 $3.55M $6.27M ▲ +76.6%
Year Plans Participants Total Assets
2022 1 121 $4M
2024 1 152 $6M

Nearby 401(k) Plans in Florida

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

E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006269052 · Participants: 152E.C. Fennell, P.a. 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Buckeye Packaging Co., Inc. 401(k) and Profit Sharing Plan in OH ($6M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust grew sharply - up 28.7% during 2024, from $5M to $6M. Reported net income was $1M.
How have Ec Fennell, P.a. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Ec Fennell, P.a.'s sponsor-wide assets grew 76.4%, from $4M to $6M.
Which 401(k) plans are similar in size to E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Buckeye Packaging Co., Inc. 401(k) and Profit Sharing Plan in OH ($6M, 63 participants).
Which 401(k) plans cover a similar participant headcount to E.C. Fennell, P.a. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Astadia Incorporated 401(k) Plan in MA (152 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 300084893.

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.