401(k) · DOL Form 5500 · 2024

Fundamental Advisors LP 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
46
Participants Small participant base
72nd
Percentile by assets National rank
$485,305
Avg per participant High balance/head
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Official DOL plan name: Fundamental Advisors LP 401(k) Plan · Sponsored by Fundamental Advisors LP · New York · Finance & Insurance

$22M in assets, 46 participants

Fundamental Advisors LP's Fundamental Advisors LP 401(k) Plan reported $22M in total assets and 46 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,955 in Finance & Insurance (8,549 peers)

Fundamental Advisors LP multi-year trail

Fundamental Advisors LP's plans moved +72.8% in assets from 2022 to 2024; this filing shows Fundamental Advisors LP 401(k) Plan at $22M / 46 participants.

#4,955
in Finance & Insurance (8,549 peers)
+27.9%
assets growth YoY

Fundamental Advisors LP 401(k) Plan's outsized position by total assets

Fundamental Advisors LP 401(k) Plan vs every filed plan by assets

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

$22,324,008 Top 28% higher than 72% 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

Fundamental Advisors LP 401(k) 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. Fundamental Advisors LP 401(k) Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fundamental Advisors LP 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Fundamental Advisors LP 401(k) Plan reported participants rose from 41 in the plan year 2023 filing to 46 in the plan year 2024 filing.
  • Fundamental Advisors LP 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 260161910 · Fundamental Advisors LP PY 2024 · 401(k)

Fundamental Advisors LP 401(k) Plan · $22M · 46 · 72nd

  • RANK $22M
  • PHOTO 46
  • IND 72nd
  • EOY 401(k)
  • 5500 near Valicor Environmental Services, LLC 401(k) Plan
  • ASSETS ind #4955

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 Finance & Insurance retirement plans → · Plans in New York →

Fundamental Advisors LP 401(k) Plan in the asset neighbourhood

Citizens State Bank 401(k) Savings PlanCitizens State Bank 401(k) S…$22MHarting, Inc. Profit Sharing 401(k) Plan & TrustHarting, Inc. Profit Sharing…$22MFundamental Advisors LP 401(k) PlanFundamental Advisors LP 401(…$22MValicor Environmental Services, LLC 401(k) PlanValicor Environmental Servic…$22MGyansys, Inc. 401(k) Plan$22M
End-of-year total assets ($M) among Fundamental Advisors LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fundamental Advisors LP multi-year asset trail

Sponsor-wide plan assets over time

All Fundamental Advisors LP plans reported in each filing year

Latest sponsor-wide plan assets
$22M 72.83696634844412% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $12.9M $22.3M ▲ +72.8%
Year Plans Participants Total Assets
2022 1 41 $13M
2023 1 41 $17M
2024 1 46 $22M

Fundamental Advisors LP filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$5M
Employer EIN260161910
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Fundamental Advisors LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fundamental Advisors LP 401(k) Plan, Total assets ($B): 0.022324008 · Participants: 46Fundamental Advisors LP 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Fundamental Advisors LP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fundamental Advisors LP 401(k) Plan side-by-side with 3 peers →

Fundamental Advisors LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Valicor Environmental Services, LLC 401(k) Plan in OH ($22M); by covered participants it is Westan Insurance Group 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Fundamental Advisors LP 401(k) Plan assets move in 2024? ▼
Fundamental Advisors LP 401(k) Plan grew sharply - up 27.9% during 2024, from $17M to $22M. Reported net income was $5M.
How have Fundamental Advisors LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fundamental Advisors LP's sponsor-wide assets grew 72.8%, from $13M to $22M.
Which 401(k) plans are similar in size to Fundamental Advisors LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valicor Environmental Services, LLC 401(k) Plan in OH ($22M, 833 participants).
Which 401(k) plans cover a similar participant headcount to Fundamental Advisors LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westan Insurance Group 401(k) Plan in TN (46 participants, $6M 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 260161910.

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.