401(k) · DOL Form 5500 · 2024
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 91
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $458,397
- Avg per participant High balance/head
Official DOL plan name: Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan · Sponsored by Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. · Louisiana · Professional & Technical Services
$42M in assets, 91 participants
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C.'s Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan reported $42M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #16,637 in Professional & Technical Services (20,173 peers)
Where Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan sits by assets
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 91 participants (~$458,397/participant), down 1.3% in 2024.
- #16,637
- in Professional & Technical Services (20,173 peers)
- -1.3%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $568K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan's outsized position by total assets
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,714,168 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement 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. Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan is a small filing (91 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan reported net income fell from $6M in the plan year 2023 filing to -$568K in the plan year 2024 filing.
- Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan reported participants rose from 88 in the plan year 2023 filing to 91 in the plan year 2024 filing.
- Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan end-of-year assets fell from $42M in the plan year 2023 filing to $42M in the plan year 2024 filing.
DOL schedule card
Filing strip 721484836 · Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. PY 2024 · 401(k)
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan · $42M · 91 · 82nd
- TYPE $42M
- TYPE 91
- TYPE 82nd
- TYPE 401(k)
- TYPE near Eye Consultants of Pennsylvania 401(k) Profit Sharing Plan
- TYPE ind #16637
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 Louisiana →
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | -$568K |
| Employer EIN | 721484836 |
| Plan Effective Date | 2001-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C.)
Sponsor-wide plan assets over time
All Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 14.796146570262216% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 94 | $36M |
| 2023 | 1 | 88 | $42M |
| 2024 | 1 | 91 | $42M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Irwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Eye Consultants of Pennsylvania 401(k) Profit Sharing Plan in PA ($42M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- Eye Consultants of Pennsylvania 401(k) Profit Sharing Plan (PA) $42M · 206
- Nederman Holding USA, Inc. 401(k) Plan (NC) $42M · 574
- Kamco Supply Corporation of Boston 401(k) Profit Sharing Plan (MA) $42M · 302
- Savings Incentive and Profit Sharing Plan for Employees of Digestive Disease Specialists, Inc. (OK) $42M · 186
Similar participant headcount
Nearest other-state filings by covered participants (91 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.