Money Purchase · DOL Form 5500 · 2022

Fraunhofer USA, Inc. Money Purchase Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
119
Participants Small participant base
84th
Percentile by assets National rank
$269,807
Avg per participant High balance/head
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Official DOL plan name: Fraunhofer USA, Inc. 401(a) DC Plan · Sponsored by Fraunhofer USA, Inc. · Michigan · Other Services

$32M in assets, 119 participants

Fraunhofer USA, Inc.'s Fraunhofer USA, Inc. 401(a) DC Plan reported $32M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,727 in Other Services (8,398 peers)

Coverage in Michigan

Fraunhofer USA, Inc. 401(a) DC Plan covers 119 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $32M.

#7,727
in Other Services (8,398 peers)
-13.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fraunhofer USA, Inc. 401(a) DC Plan's outsized position by total assets

Fraunhofer USA, Inc. 401(a) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$32,106,975 Top 16% higher than 84% of 139,123 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 2022

Fraunhofer USA, Inc. 401(a) DC Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fraunhofer USA, Inc. 401(a) DC Plan sits mid-pack in the medium band (119 participants).

Form 5500 schedule snapshot

Filing strip 383203030 · Fraunhofer USA, Inc. PY 2022 · Money Purchase

Fraunhofer USA, Inc. 401(a) DC Plan · $32M · 119 · 84th

  • SCH $32M
  • SCH 119
  • SCH 84th
  • SCH Money Purchase
  • SCH near Charlesbank Capital Partners, LLC Money Purchase Pension Plan
  • SCH ind #7727

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 Other Services retirement plans → · Plans in Michigan →

Fraunhofer USA, Inc. 401(a) DC Plan in the asset neighbourhood

Fresno County Economic Opportunities Commission Pension PlanFresno County Economic Oppor…$32MPlumbing and Pipe Fitting Industry Local 219 Annuity PlanPlumbing and Pipe Fitting In…$32MFraunhofer USA, Inc. 401(a) DC PlanFraunhofer USA, Inc. 401(a) …$32MCharlesbank Capital Partners, LLC Money Purchase Pension PlanCharlesbank Capital Partners…$32MInternational Brotherhood of Electrical Workers Local Union #756 Pension FundInternational Brotherhood of…$32M
End-of-year total assets ($M) among Fraunhofer USA, Inc. 401(a) DC Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$32M
Net Income-$5M
Employer EIN383203030
Plan Effective Date1999-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fraunhofer USA, Inc.)

Sponsor-wide plan assets over time

All Fraunhofer USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 32.17387319176564% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.2M $62.4M ▲ +32.2%
Year Plans Participants Total Assets
2022 2 193 $47M
2023 2 197 $56M
2024 2 178 $62M

Nearby Money Purchase Plans in Michigan

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Fraunhofer USA, Inc. 401(a) DC Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Fraunhofer USA, Inc. 401(a) DC Plan, Total assets ($M): 32.106975 · Participants: 119Fraunhofer USA, Inc. 401(a) DC PlanIndiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group, LLP & Affiliated Entities Pension Plan
Fraunhofer USA, Inc. 401(a) DC Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Fraunhofer USA, Inc. 401(a) DC Plan side-by-side with 3 peers →

Fraunhofer USA, Inc. 401(a) DC Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is Charlesbank Capital Partners, LLC Money Purchase Pension Plan in MA ($32M); by covered participants it is The West Oakland Health Council Retirement Savings Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fraunhofer USA, Inc. 401(a) DC Plan assets move in 2022? ▼
Fraunhofer USA, Inc. 401(a) DC Plan pulled back noticeably - down 13.4% during 2022, from $37M to $32M. Reported net income was -$5M.
How have Fraunhofer USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fraunhofer USA, Inc.'s sponsor-wide assets grew 32.2%, from $47M to $62M.
Where does Fraunhofer USA, Inc. 401(a) DC Plan rank by assets among Form 5500 filers? ▼
Fraunhofer USA, Inc. 401(a) DC Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Fraunhofer USA, Inc. 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Charlesbank Capital Partners, LLC Money Purchase Pension Plan in MA ($32M, 99 participants).
Which Money Purchase plans cover a similar participant headcount to Fraunhofer USA, Inc. 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The West Oakland Health Council Retirement Savings Plan in CA (119 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383203030.

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.