401(k) · DOL Form 5500 · 2024

Fred Joseph's, Inc. 401(k) Plan

Data updated 2026-08-25

$686K
Total assets Small plan by assets
18
Participants Small participant base
20th
Percentile by assets National rank
$38,106
Avg per participant Low balance/head
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Official DOL plan name: Fred Joseph's, Inc. 401(k) Profit Sharing Plan · Sponsored by Fred Joseph's, Inc. · Connecticut · Food Services & Accommodation

$686K in assets, 18 participants

Fred Joseph's, Inc.'s Fred Joseph's, Inc. 401(k) Profit Sharing Plan reported $686K in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,911 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Fred Joseph's, Inc. 401(k) Profit Sharing Plan ranks #1,911 of 3,672 2024 filers by assets (2852% of the sector average)-$686K for 18 participants.

#1,911
in Food Services & Accommodation (3,672 peers)
-4.1%
assets change YoY

The plan reported a net loss of $30K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fred Joseph's, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Fred Joseph's, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$685,913 20th percentile higher than 20% 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

Fred Joseph's, Inc. 401(k) Profit Sharing 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. Fred Joseph's, Inc. 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fred Joseph's, Inc. 401(k) Profit Sharing Plan reported net income rose from -$49K in the plan year 2023 filing to -$30K in the plan year 2024 filing.
  • Fred Joseph's, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $716K in the plan year 2023 filing to $686K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 475421127 · Fred Joseph's, Inc. PY 2024 · 401(k)

Fred Joseph's, Inc. 401(k) Profit Sharing Plan · $686K · 18 · 20th

  • BOOK $686K
  • BOOK 18
  • BOOK 20th
  • BOOK 401(k)
  • BOOK near Bonal Technologies, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #1911

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 Food Services & Accommodation retirement plans → · Plans in Connecticut →

Fred Joseph's, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Fred Joseph's, Inc. 401(k) Profit Sharing PlanFred Joseph's, Inc. 401(k) P…$686KBonal Technologies, Inc. 401(k) Profit Sharing PlanBonal Technologies, Inc. 401…$686KTtwl Inc. 401(k) Plan$686KHaggerty Conglomerate, Inc. 401(k) Profit Sharing PlanHaggerty Conglomerate, Inc. …$686KMls Direct Network Inc 401(k) Profit Sharing Plan & TrustMls Direct Network Inc 401(k…$686K
End-of-year total assets ($M) among Fred Joseph's, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$716K
Net Assets (End of Year)$686K
Net Income-$30K
Employer EIN475421127
Plan Effective Date2015-10-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Fred Joseph's, Inc.)

Sponsor-wide plan assets over time

All Fred Joseph's, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$686K 10.262743717922385% vs 2022
2024 filing year
$0.65M$0.7M$0.75M$0.8M 202220232024 $0.76M $0.69M ▼ -9.2%
Year Plans Participants Total Assets
2022 1 15 $764K
2023 1 18 $716K
2024 1 18 $686K

Nearby 401(k) Plans in Connecticut

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

Fred Joseph's, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fred Joseph's, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000685913 · Participants: 18Fred Joseph's, Inc. 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Fred Joseph's, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Fred Joseph's, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Bonal Technologies, Inc. 401(k) Profit Sharing Plan in MI ($686K); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Fred Joseph's, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Fred Joseph's, Inc. 401(k) Profit Sharing Plan edged down modestly - down 4.1% during 2024, from $716K to $686K. Reported net income was -$30K.
How have Fred Joseph's, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fred Joseph's, Inc.'s sponsor-wide assets declined 10.3%, from $764K to $686K.
Where does Fred Joseph's, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fred Joseph's, Inc. 401(k) Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Fred Joseph's, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bonal Technologies, Inc. 401(k) Profit Sharing Plan in MI ($686K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Fred Joseph's, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 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 475421127.

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.