401(k) · DOL Form 5500 · 2024

Austin 3(16) Fiduciary Limited 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 4,259
Participants Above avg headcount: 50th
Percentile by assets National rank: $1,790
Avg per participant Low balance/head

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Official DOL plan name: Fba Retirement Plan · Sponsored by Austin 3(16) Fiduciary Limited · New York · Other Services

$8M in assets, 4,259 participants

Austin 3(16) Fiduciary Limited's Fba Retirement Plan reported $8M in total assets and 4,259 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

#5,418 in Other Services (7,719 peers)

Coverage in New York

Fba Retirement Plan covers 4,259 participants in New York, 5.3x the typical New York plan (state average ~798 per filing). Assets: $8M.

#5,418
in Other Services (7,719 peers): +12.9%
assets growth YoY

Fba Retirement Plan's mid-pack asset rank among Other Services and all filers

Fba Retirement Plan vs every filed plan by assets

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

$7,622,531 Top 50% higher than 50% 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

Fba Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fba Retirement Plan lands in the large band (4,259 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Fba Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $869K in the plan year 2024 filing.
Fba Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Fba Retirement Plan reported participants rose from 4,241 in the plan year 2023 filing to 4,259 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 462981114 · Austin 3(16) Fiduciary Limited PY 2024 · 401(k)

Fba Retirement Plan · $8M · 4,259 · 50th

VS-ST $8M
VS-ST 4,259
VS-ST 50th
VS-ST 401(k)
VS-ST near Ps Wholesale Floors, LLC. 401(k) and Profit Sharing Plan
VS-ST ind #5418

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 Other Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Fba Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$869K
Employer EIN	462981114
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Austin 3(16) Fiduciary Limited)

Latest sponsor-wide plan assets: $87M 63.6076673945554% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	928	$53M
2023	3	5,528	$74M
2024	3	5,819	$87M

Nearby 401(k) Plans in New York

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

Fba Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Fba Retirement Plan side-by-side with 3 peers →

Fba Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ps Wholesale Floors, LLC. 401(k) and Profit Sharing Plan in LA ($8M); by covered participants it is Ardagh North America Bargaining 401(k) Plan in IN (4,258 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Ps Wholesale Floors, LLC. 401(k) and Profit Sharing Plan (LA) $8M · 174
Epc Power 401(k) Plan (CA) $8M · 221
Usher Transport, Inc. 401(k) Profit Sharing Plan (KY) $8M · 130
First Seacoast Bank Safe Harbor 401(k) Plan (NH) $8M · 76

Similar participant headcount

Nearest other-state filings by covered participants (4,259 participants); asset peers above are excluded.

Ardagh North America Bargaining 401(k) Plan (IN) 4,258 · 1 off
Sparrow Health System Associate Retirement Savings Plan (MI) 4,261 · 2 off
Holt Companies Retirement Plan (TX) 4,257 · 2 off
Vision Management Services, LLC 401(k) Plan (IL) 4,256 · 3 off

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 Fba Retirement Plan assets move in 2024? ▼

Fba Retirement Plan grew at a solid clip - up 12.9% during 2024, from $7M to $8M. Reported net income was $869K.

How have Austin 3(16) Fiduciary Limited plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Austin 3(16) Fiduciary Limited's sponsor-wide assets grew 63.6%, from $53M to $87M.

Which 401(k) plans are similar in size to Fba Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ps Wholesale Floors, LLC. 401(k) and Profit Sharing Plan in LA ($8M, 174 participants).

Which 401(k) plans cover a similar participant headcount to Fba Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ardagh North America Bargaining 401(k) Plan in IN (4,258 participants, $400M 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 462981114.