401(k) · DOL Form 5500 · 2022

Fusion Risk Management, Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
187
Participants Below avg headcount
71st
Percentile by assets National rank
$71,798
Avg per participant Below avg balance/head
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Official DOL plan name: Fusion Risk Management, Inc. 401(k) Plan & Trust · Sponsored by Fusion Risk Management, Inc · Illinois · Professional & Technical Services

$13M in assets, 187 participants

Fusion Risk Management, Inc's Fusion Risk Management, Inc. 401(k) Plan & Trust reported $13M in total assets and 187 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,084 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Fusion Risk Management, Inc. 401(k) Plan & Trust covers 187 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#15,084
in Professional & Technical Services (21,562 peers)
+7.0%
assets growth YoY

Fusion Risk Management, Inc. 401(k) Plan & Trust's outsized position by total assets

Fusion Risk Management, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$13,426,185 Top 29% higher than 71% 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

Fusion Risk Management, Inc. 401(k) Plan & Trust 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. Fusion Risk Management, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (187 participants).

Plan-year Form 5500 strip

Filing strip 204772630 · Fusion Risk Management, Inc PY 2022 · 401(k)

Fusion Risk Management, Inc. 401(k) Plan & Trust · $13M · 187 · 71st

  • VS-ST $13M
  • BOY 187
  • SCH 71st
  • EBSA 401(k)
  • PART near Dana F. Cole & Company, LLP 401(k) Retirement Plan
  • TYPE ind #15084

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 Illinois →

Fusion Risk Management, Inc. 401(k) Plan & Trust in the asset neighbourhood

Fusion Risk Management, Inc. 401(k) Plan & TrustFusion Risk Management, Inc.…$13MDana F. Cole & Company, LLP 401(k) Retirement PlanDana F. Cole & Company, LLP …$13MSrm 401(k) Plan$13MRefinery Specialties Inc. 401(k) Profit Sharing Plan and TrustRefinery Specialties Inc. 40…$13MIntcomex 401(k) Plan$13M
End-of-year total assets ($M) among Fusion Risk Management, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$881K
Employer EIN204772630
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fusion Risk Management, Inc)

Sponsor-wide plan assets over time

All Fusion Risk Management, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$24M 78.71008778740945% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.4M $24M ▲ +78.6%
Year Plans Participants Total Assets
2022 1 187 $13M
2023 1 237 $19M
2024 1 238 $24M

Nearby 401(k) Plans in Illinois

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

Fusion Risk Management, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fusion Risk Management, Inc. 401(k) Plan & Trust, Total assets ($B): 0.013426185 · Participants: 187Fusion Risk Management, Inc. 401(k) Plan & TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Fusion Risk Management, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fusion Risk Management, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Fusion Risk Management, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dana F. Cole & Company, LLP 401(k) Retirement Plan in NE ($13M); by covered participants it is Sequoia 401(k) Plan in CA (187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Fusion Risk Management, Inc. 401(k) Plan & Trust assets move in 2022? ▼
Fusion Risk Management, Inc. 401(k) Plan & Trust grew at a solid clip - up 7.0% during 2022, from $13M to $13M. Reported net income was $881K.
How have Fusion Risk Management, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fusion Risk Management, Inc's sponsor-wide assets grew 78.7%, from $13M to $24M.
Which 401(k) plans are similar in size to Fusion Risk Management, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dana F. Cole & Company, LLP 401(k) Retirement Plan in NE ($13M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Fusion Risk Management, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sequoia 401(k) Plan in CA (187 participants, $72M 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 204772630.

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.