401(k) · DOL Form 5500 · 2024

Fernandez Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
2,862
Participants Above avg headcount
92nd
Percentile by assets National rank
$42,411
Avg per participant Low balance/head
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Official DOL plan name: Fernandez Holdings, Inc. 401(k) Plan · Sponsored by Fernandez Holdings, Inc. · California · Management of Enterprises

$121M in assets, 2,862 participants

Fernandez Holdings, Inc.'s Fernandez Holdings, Inc. 401(k) Plan reported $121M in total assets and 2,862 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #890 in Management of Enterprises (1,133 peers)

Coverage in California

Fernandez Holdings, Inc. 401(k) Plan covers 2,862 participants in California, 4.5x the typical California plan (state average ~630 per filing). Assets: $121M.

#890
in Management of Enterprises (1,133 peers)
+16.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Fernandez Holdings, Inc. 401(k) Plan's outsized position by total assets

Fernandez Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$121,380,271 Top 8% higher than 92% 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

Fernandez Holdings, Inc. 401(k) 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. Fernandez Holdings, Inc. 401(k) Plan lands in the large band (2,862 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fernandez Holdings, Inc. 401(k) Plan reported participants rose from 2,033 in the plan year 2023 filing to 2,862 in the plan year 2024 filing.
  • Fernandez Holdings, Inc. 401(k) Plan reported net income fell from $27M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Fernandez Holdings, Inc. 401(k) Plan end-of-year assets rose from $104M in the plan year 2023 filing to $121M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 275560752 · Fernandez Holdings, Inc. PY 2024 · 401(k)

Fernandez Holdings, Inc. 401(k) Plan · $121M · 2,862 · 92nd

  • VS-ST $121M
  • BOY 2,862
  • SCH 92nd
  • EBSA 401(k)
  • PART near Lja Engineering, Inc. 401(k) Plan
  • TYPE ind #890

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 Management of Enterprises retirement plans → · Plans in California →

Fernandez Holdings, Inc. 401(k) Plan in the asset neighbourhood

Lja Engineering, Inc. 401(k) PlanLja Engineering, Inc. 401(k)…$121MFernandez Holdings, Inc. 401(k) PlanFernandez Holdings, Inc. 401…$121MWoodland Anesthesiology Associates, P.C. 401(k) Savings PlanWoodland Anesthesiology Asso…$121MMiltenyi Biotec North America, Inc. 401(k) Profit Sharing PlanMiltenyi Biotec North Americ…$121MBravera Holdings Corp. 401(k) PlanBravera Holdings Corp. 401(k…$121M
End-of-year total assets ($M) among Fernandez Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$121M
Net Income$18M
Employer EIN275560752
Plan Effective Date2019-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fernandez Holdings, Inc.)

Sponsor-wide plan assets over time

All Fernandez Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$121M 61.02740909095733% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $75.4M $121M ▲ +61.0%
Year Plans Participants Total Assets
2022 1 1,754 $75M
2023 1 2,033 $104M
2024 1 2,862 $121M

Nearby 401(k) Plans in California

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

Fernandez Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fernandez Holdings, Inc. 401(k) Plan, Total assets ($B): 0.121380271 · Participants: 2862Fernandez Holdings, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Fernandez Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fernandez Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Fernandez Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lja Engineering, Inc. 401(k) Plan in TX ($121M); by covered participants it is Spar Group, Inc 401(k) Profit Sharing Plan in NC (2,862 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,862 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 Fernandez Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Fernandez Holdings, Inc. 401(k) Plan grew sharply - up 16.9% during 2024, from $104M to $121M. Reported net income was $18M.
How have Fernandez Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fernandez Holdings, Inc.'s sponsor-wide assets grew 61.0%, from $75M to $121M.
Where does Fernandez Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Fernandez Holdings, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fernandez Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lja Engineering, Inc. 401(k) Plan in TX ($121M, 1,760 participants).
Which 401(k) plans cover a similar participant headcount to Fernandez Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spar Group, Inc 401(k) Profit Sharing Plan in NC (2,862 participants, $10M 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 275560752.

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.