401(k) · DOL Form 5500 · 2024
P. J. Fitzpatrick, LLC 401(k) Retirement Plan
Data updated 2026-05-15
- $11M
- Total assets
- 362
- Participants
- 58th
- Percentile by assets
- $30,358
- Avg per participant
Sponsored by P. J. Fitzpatrick, LLC · Delaware · Construction
What the 2024 filing shows
P. J. Fitzpatrick, LLC 401(k) Retirement Plan holds $11M for 362 participants - about $30,358 per participant, above the median plan by assets, up 26.2% over the 2024 plan year.
- $11M
- total plan assets (2024 EOY)
- 362
- covered participants
- 58th
- percentile by assets (of 116,472 plans)
- $30,358
- avg assets per participant
401(k) · DOL Form 5500 · 2024
What the Filing Says About P. J. Fitzpatrick, LLC 401(k) Retirement Plan
P. J. Fitzpatrick, LLC 401(k) Retirement Plan is a 401(k) retirement plan sponsored by P. J. Fitzpatrick, LLC, headquartered in Delaware. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 362 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 270172384, and the plan has been effective since 1996-08-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets grew sharply from $9M at the beginning of 2024 to $11M at year-end - up 26.2%. Net assets (after liabilities) closed the year at $11M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Across the 2 plan years P. J. Fitzpatrick, LLC has on file with PlainRetire (2023-2024), sponsor-wide plan assets have moved from $9M to $11M, a gain of 26.2%, while reported participants moved from 261 to 362 (+38.7%). Year-by-year, sponsor-wide filings show: 2023 - $9M in assets across 1 plan covering 261 participants; 2024 - $11M in assets across 1 plan covering 362 participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank P. J. Fitzpatrick, LLC 401(k) Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Total Assets (End of Year) | $11M |
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Plan Type | 401(k) |
| Employer EIN | 270172384 |
| Plan Effective Date | 1996-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (P. J. Fitzpatrick, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 261 | $9M |
| 2024 | 1 | 362 | $11M |
Nearby 401(k) Plans in Delaware
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Astrazeneca Savings and Security Plan $8.6B · 17,175
- Retirement Savings Plan $7.0B · 9,658
- Dupont Retirement Savings Plan $3.4B · 9,391
- Wl Gore & Associates, Inc. 401(k) Plan $2.0B · 8,887
- Ashland Employee Savings Plan $1.3B · 1,405
Frequently Asked Questions
How much money is in the P. J. Fitzpatrick, LLC 401(k) Retirement Plan? ▼
What type of plan is P. J. Fitzpatrick, LLC 401(k) Retirement Plan? ▼
Who sponsors the P. J. Fitzpatrick, LLC 401(k) Retirement Plan? ▼
How did P. J. Fitzpatrick, LLC 401(k) Retirement Plan perform in 2024? ▼
What this filing means
Ways to act on P. J. Fitzpatrick, LLC 401(k) Retirement Plan's numbers.
- By total assets, P. J. Fitzpatrick, LLC 401(k) Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Delaware. Compare plans
- P. J. Fitzpatrick, LLC's sponsor-wide assets have grown 26.2% since 2023 across 2 plan years on file. More Construction plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 270172384.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.