401(k) · DOL Form 5500 · 2024

Fitzmark, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
361
Participants Below avg headcount
67th
Percentile by assets National rank
$46,060
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fitzmark, LLC 401(k) Plan · Sponsored by Fitzmark, LLC · Indiana · Transportation & Warehousing

$17M in assets, 361 participants

Fitzmark, LLC's Fitzmark, LLC 401(k) Plan reported $17M in total assets and 361 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #2,214 in Transportation & Warehousing (3,299 peers)

Fitzmark, LLC multi-year trail

Fitzmark, LLC's plans moved +86.0% in assets from 2022 to 2024; this filing shows Fitzmark, LLC 401(k) Plan at $17M / 361 participants.

#2,214
in Transportation & Warehousing (3,299 peers)
+29.6%
assets growth YoY

Fitzmark, LLC 401(k) Plan's outsized position by total assets

Fitzmark, LLC 401(k) Plan vs every filed plan by assets

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

$16,627,793 Top 33% higher than 67% 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

Fitzmark, LLC 401(k) 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. Fitzmark, LLC 401(k) Plan sits mid-pack in the medium band (361 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fitzmark, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Fitzmark, LLC 401(k) Plan reported participants rose from 325 in the plan year 2023 filing to 361 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 205842234 · Fitzmark, LLC PY 2024 · 401(k)

Fitzmark, LLC 401(k) Plan · $17M · 361 · 67th

  • IND $17M
  • EOY 361
  • 5500 67th
  • ASSETS 401(k)
  • PCT near The Recreational Group, LLC 401(k) Retirement Plan
  • EIN ind #2214

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 Transportation & Warehousing retirement plans → · Plans in Indiana →

Fitzmark, LLC 401(k) Plan in the asset neighbourhood

Fitzmark, LLC 401(k) Plan$17MThe Recreational Group, LLC 401(k) Retirement PlanThe Recreational Group, LLC …$17MSpring Grove Cemetery and Arboretum 401(k) Profit Sharing PlanSpring Grove Cemetery and Ar…$17MDigestive Disease Associates of North Florida, Inc. Retirement PlanDigestive Disease Associates…$17MBudnick Converting, Inc. 401(k) PlanBudnick Converting, Inc. 401…$17M
End-of-year total assets ($M) among Fitzmark, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fitzmark, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fitzmark, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 85.98771803606694% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.94M $16.6M ▲ +86.0%
Year Plans Participants Total Assets
2022 1 305 $9M
2023 1 325 $13M
2024 1 361 $17M

Fitzmark, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$4M
Employer EIN205842234
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Fitzmark, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Fitzmark, LLC 401(k) Plan, Total assets ($B): 0.016627793 · Participants: 361Fitzmark, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Fitzmark, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Fitzmark, LLC 401(k) Plan side-by-side with 3 peers →

Fitzmark, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is The Recreational Group, LLC 401(k) Retirement Plan in GA ($17M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (361 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (361 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 Fitzmark, LLC 401(k) Plan assets move in 2024? ▼
Fitzmark, LLC 401(k) Plan grew sharply - up 29.6% during 2024, from $13M to $17M. Reported net income was $4M.
How have Fitzmark, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fitzmark, LLC's sponsor-wide assets grew 86.0%, from $9M to $17M.
Which 401(k) plans are similar in size to Fitzmark, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Recreational Group, LLC 401(k) Retirement Plan in GA ($17M, 678 participants).
Which 401(k) plans cover a similar participant headcount to Fitzmark, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (361 participants, $8M 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 205842234.

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.