401(k) · DOL Form 5500 · 2024
Farrell Fritz, P.C. 401(k) Plan
Data updated 2026-08-25
- $80M
- Total assets Below avg plan size
- 154
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $516,643
- Avg per participant High balance/head
Official DOL plan name: Farrell Fritz, P.C. 401(k) Profit Sharing Plan · Sponsored by Farrell Fritz, P.C. · New York · Professional & Technical Services
$80M in assets, 154 participants
Farrell Fritz, P.C.'s Farrell Fritz, P.C. 401(k) Profit Sharing Plan reported $80M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,117 in Professional & Technical Services (20,173 peers)
Coverage in New York
Farrell Fritz, P.C. 401(k) Profit Sharing Plan covers 154 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $80M.
- #18,117
- in Professional & Technical Services (20,173 peers)
- +0.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Farrell Fritz, P.C. 401(k) Profit Sharing Plan's outsized position by total assets
Farrell Fritz, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$79,562,987 Top 11% higher than 89% 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
Farrell Fritz, P.C. 401(k) Profit Sharing 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. Farrell Fritz, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Farrell Fritz, P.C. 401(k) Profit Sharing Plan reported net income fell from $11M in the plan year 2023 filing to $175K in the plan year 2024 filing.
- Farrell Fritz, P.C. 401(k) Profit Sharing Plan reported participants rose from 139 in the plan year 2023 filing to 154 in the plan year 2024 filing.
- Farrell Fritz, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $79M in the plan year 2023 filing to $80M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 061620161 · Farrell Fritz, P.C. PY 2024 · 401(k)
Farrell Fritz, P.C. 401(k) Profit Sharing Plan · $80M · 154 · 89th
- EBSA $80M
- EBSA 154
- EBSA 89th
- EBSA 401(k)
- EBSA near Hawaiian Gardens Casino 401(k) Plan
- EBSA ind #18117
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 New York →
Farrell Fritz, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $175K |
| Employer EIN | 061620161 |
| Plan Effective Date | 1993-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Farrell Fritz, P.C.)
Sponsor-wide plan assets over time
All Farrell Fritz, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 17.05139566779566% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $68M |
| 2023 | 1 | 139 | $79M |
| 2024 | 1 | 154 | $80M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Farrell Fritz, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Hawaiian Gardens Casino 401(k) Plan in CA ($80M); by covered participants it is Incom, Inc. Profit Sharing & Retirement Savings Plan in MA (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($80M here).
- Hawaiian Gardens Casino 401(k) Plan (CA) $80M · 1,533
- Causeway Capital Management LLC 401(k) and Profit Sharing Plan (CA) $80M · 101
- Crane Companies 401(k) Plan (TX) $80M · 1,702
- Horton Holding, Inc. Retirement Savings Plan (MN) $80M · 408
Similar participant headcount
Nearest other-state filings by covered participants (154 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.