401(k) · DOL Form 5500 · 2022

Fox Associates, L.L.C. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
110
Participants Small participant base
64th
Percentile by assets National rank
$88,648
Avg per participant Below avg balance/head
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Official DOL plan name: Fox Associates Retirement Savings Plan · Sponsored by Fox Associates, L.L.C. · Missouri · Arts, Entertainment & Recreation

$10M in assets, 110 participants

Fox Associates, L.L.C.'s Fox Associates Retirement Savings Plan reported $10M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #2,372 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Missouri

Fox Associates Retirement Savings Plan covers 110 participants in Missouri, about 15% of the average Missouri filer (state average ~737 per filing). Assets: $10M.

#2,372
in Arts, Entertainment & Recreation (3,077 peers)
-10.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fox Associates Retirement Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Fox Associates Retirement Savings Plan vs every filed plan by assets

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

$9,751,293 Top 36% higher than 64% 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

Fox Associates Retirement Savings 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. Fox Associates Retirement Savings Plan sits mid-pack in the medium band (110 participants).

DOL schedule card

Filing strip 431236719 · Fox Associates, L.L.C. PY 2022 · 401(k)

Fox Associates Retirement Savings Plan · $10M · 110 · 64th

  • TYPE $10M
  • NET 110
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan
  • SCH ind #2372

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 Arts, Entertainment & Recreation retirement plans → · Plans in Missouri →

Fox Associates Retirement Savings Plan in the asset neighbourhood

Fox Associates Retirement Savings PlanFox Associates Retirement Sa…$10MDave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement PlanDave Syverson Ford, Lincoln,…$10MHytec Dealer Services, Inc. Employees 401(k) and Profit Sharing Plan & TrustHytec Dealer Services, Inc. …$10MJottan, Inc. Retirement Savings PlanJottan, Inc. Retirement Savi…$10MAllen & Shariff Corporation Profit Sharing PlanAllen & Shariff Corporation …$10M
End-of-year total assets ($M) among Fox Associates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN431236719
Plan Effective Date1993-01-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Fox Associates, L.L.C.)

Sponsor-wide plan assets over time

All Fox Associates, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.575235407242914% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.75M $12.4M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 110 $10M
2023 1 131 $12M
2024 1 142 $12M

Nearby 401(k) Plans in Missouri

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

Fox Associates Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Fox Associates Retirement Savings Plan, Total assets ($B): 0.009751293 · Participants: 110Fox Associates Retirement Savings PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Fox Associates Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Fox Associates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan in MN ($10M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Fox Associates Retirement Savings Plan assets move in 2022?
Fox Associates Retirement Savings Plan pulled back noticeably - down 10.9% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Fox Associates, L.L.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Fox Associates, L.L.C.'s sponsor-wide assets grew 27.6%, from $10M to $12M.
Which 401(k) plans are similar in size to Fox Associates Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Dave Syverson Ford, Lincoln, Mercury, Inc. 401(k) Salary Savings and Retirement Plan in MN ($10M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Fox Associates Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants, N/A in assets).