401(k) · DOL Form 5500 · 2023

Fairmont Schools, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
415
Participants Below avg headcount
78th
Percentile by assets National rank
$65,509
Avg per participant Low balance/head
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Official DOL plan name: Fairmont Schools, Inc. 401(k) Profit Sharing Plan · Sponsored by Fairmont Schools, Inc. · California · Educational Services

$27M in assets, 415 participants

Fairmont Schools, Inc.'s Fairmont Schools, Inc. 401(k) Profit Sharing Plan reported $27M in total assets and 415 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,326 in Educational Services (3,735 peers)

Where Fairmont Schools, Inc. 401(k) Profit Sharing Plan sits by assets

Fairmont Schools, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $27M for 415 participants (~$65,509/participant), up 13.4% in 2023.

#2,326
in Educational Services (3,735 peers)
+13.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fairmont Schools, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Fairmont Schools, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$27,186,186 Top 22% higher than 78% of 127,068 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 2023

Fairmont Schools, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fairmont Schools, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (415 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fairmont Schools, Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fairmont Schools, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Fairmont Schools, Inc. 401(k) Profit Sharing Plan reported participants rose from 396 in the plan year 2022 filing to 415 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953046467 · Fairmont Schools, Inc. PY 2023 · 401(k)

Fairmont Schools, Inc. 401(k) Profit Sharing Plan · $27M · 415 · 78th

  • EBSA $27M
  • PART 415
  • TYPE 78th
  • NET 401(k)
  • BOOK near Adient Production Employees Savings and Investment (401(k)) Plan
  • VS-ST ind #2326

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 Educational Services retirement plans → · Plans in California →

Fairmont Schools, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Fairmont Schools, Inc. 401(k) Profit Sharing PlanFairmont Schools, Inc. 401(k…$27MAdient Production Employees Savings and Investment (401(k)) PlanAdient Production Employees …$27MAloha Care 401(k) Plan$27MSource Code Holdings LLC 401(k) PlanSource Code Holdings LLC 401…$27MIba USA 401(k) Plan$27M
End-of-year total assets ($M) among Fairmont Schools, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN953046467
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fairmont Schools, Inc.)

Sponsor-wide plan assets over time

All Fairmont Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 35.796835554107645% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24M $32.6M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 396 $24M
2023 1 415 $27M
2024 1 409 $33M

Nearby 401(k) Plans in California

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

Fairmont Schools, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fairmont Schools, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.027186186 · Participants: 415Fairmont Schools, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Fairmont Schools, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fairmont Schools, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Adient Production Employees Savings and Investment (401(k)) Plan in MI ($27M); by covered participants it is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (415 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fairmont Schools, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Fairmont Schools, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 13.4% during 2023, from $24M to $27M. Reported net income was $3M.
How have Fairmont Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fairmont Schools, Inc.'s sponsor-wide assets grew 35.8%, from $24M to $33M.
Where does Fairmont Schools, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fairmont Schools, Inc. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fairmont Schools, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adient Production Employees Savings and Investment (401(k)) Plan in MI ($27M, 1,317 participants).
Which 401(k) plans cover a similar participant headcount to Fairmont Schools, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infrastructure Consulting & Engineering, PLLC 401(k) Plan in SC (415 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953046467.

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.