Profit Sharing · DOL Form 5500 · 2024

Fg Group Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
124
Participants Small participant base
61st
Percentile by assets National rank
$102,903
Avg per participant Below avg balance/head
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Official DOL plan name: Fg Group Holdings, Inc. 401(k) Plan · Sponsored by Fg Group Holdings, Inc. · North Carolina · Manufacturing

$13M in assets, 124 participants

Fg Group Holdings, Inc.'s Fg Group Holdings, Inc. 401(k) Plan reported $13M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,539 in Manufacturing (17,777 peers)

Coverage in North Carolina

Fg Group Holdings, Inc. 401(k) Plan covers 124 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.

#8,539
in Manufacturing (17,777 peers)
+8.6%
assets growth YoY

Fg Group Holdings, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Fg Group Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$12,759,973 Top 39% higher than 61% 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

Fg Group Holdings, Inc. 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. Fg Group Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fg Group Holdings, Inc. 401(k) Plan reported net income rose from $455K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Fg Group Holdings, Inc. 401(k) Plan reported participants rose from 101 in the plan year 2023 filing to 124 in the plan year 2024 filing.
  • Fg Group Holdings, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 470587703 · Fg Group Holdings, Inc. PY 2024 · Profit Sharing

Fg Group Holdings, Inc. 401(k) Plan · $13M · 124 · 61st

  • 5500 $13M
  • ASSETS 124
  • PCT 61st
  • EIN Profit Sharing
  • RANK near Morrisville Auxiliary Corporation 403(b) DC Plan
  • PHOTO ind #8539

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 Manufacturing retirement plans → · Plans in North Carolina →

Fg Group Holdings, Inc. 401(k) Plan in the asset neighbourhood

Collegiate Academies 403(b) PlanCollegiate Academies 403(b) …$13MFg Group Holdings, Inc. 401(k) PlanFg Group Holdings, Inc. 401(…$13MMorrisville Auxiliary Corporation 403(b) DC PlanMorrisville Auxiliary Corpor…$13MHuntington Tobacco Co., Inc. Profit Sharing PlanHuntington Tobacco Co., Inc.…$13MCommunity Access, Inc. 403(b) Retirement PlanCommunity Access, Inc. 403(b…$13M
End-of-year total assets ($M) among Fg Group Holdings, Inc. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN470587703
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fg Group Holdings, Inc.)

Sponsor-wide plan assets over time

All Fg Group Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.006149726203056% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M 202220232024 $11.3M $12.8M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 89 $11M
2023 1 101 $12M
2024 1 124 $13M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Fg Group Holdings, Inc. 401(k) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Fg Group Holdings, Inc. 401(k) Plan, Total assets ($B): 0.012759973 · Participants: 124Fg Group Holdings, Inc. 401(k) PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Fg Group Holdings, Inc. 401(k) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Fg Group Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Fg Group Holdings, Inc. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Morrisville Auxiliary Corporation 403(b) DC Plan in NY ($13M); by covered participants it is Super Automotive Products, Inc. Retirement Plan in PR (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Fg Group Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Fg Group Holdings, Inc. 401(k) Plan grew at a solid clip - up 8.6% during 2024, from $12M to $13M. Reported net income was $1M.
How have Fg Group Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fg Group Holdings, Inc.'s sponsor-wide assets grew 13.0%, from $11M to $13M.
Which Profit Sharing plans are similar in size to Fg Group Holdings, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Morrisville Auxiliary Corporation 403(b) DC Plan in NY ($13M, 136 participants).
Which Profit Sharing plans cover a similar participant headcount to Fg Group Holdings, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Super Automotive Products, Inc. Retirement Plan in PR (124 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 470587703.

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.