Defined Benefit (Pension) · DOL Form 5500 · 2022

Fusion Family Wealth, LLC Pension Plan

Data updated 2026-08-25

$317K
Total assets Small plan by assets
5
Participants Small participant base
14th
Percentile by assets National rank
$63,306
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ffw Cash Balance Plan · Sponsored by Fusion Family Wealth, LLC · New York · Finance & Insurance

$317K in assets, 5 participants

Fusion Family Wealth, LLC's Ffw Cash Balance Plan reported $317K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 14th 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.

  • #816 in Finance & Insurance (9,261 peers)

Fusion Family Wealth, LLC multi-year trail

Fusion Family Wealth, LLC's plans moved +74.4% in assets from 2022 to 2024; this filing shows Ffw Cash Balance Plan at $317K / 5 participants.

#816
in Finance & Insurance (9,261 peers)
+45.7%
assets growth YoY

Ffw Cash Balance Plan among the smaller filed plans by assets

Ffw Cash Balance Plan vs every filed plan by assets

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

$316,531 14th percentile higher than 14% 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

Ffw Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ffw Cash Balance Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 464069582 · Fusion Family Wealth, LLC PY 2022 · Defined Benefit (Pension)

Ffw Cash Balance Plan · $317K · 5 · 14th

  • EIN $317K
  • EIN 5
  • EIN 14th
  • EIN Defined Benefit (Pension)
  • EIN near Blue Cross and Blue Shield of North Carolina Retirement Plan
  • EIN ind #816

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 Finance & Insurance retirement plans → · Plans in New York →

Ffw Cash Balance Plan in the asset neighbourhood

Ffw Cash Balance Plan$317KBlue Cross and Blue Shield of North Carolina Retirement PlanBlue Cross and Blue Shield o…$316KSchiffli Embroidery Workers Pension FundSchiffli Embroidery Workers …$318KMyers Team, Inc. Retirement PlanMyers Team, Inc. Retirement …$319KLake Shore, Inc. Truck Drivers Pension PlanLake Shore, Inc. Truck Drive…$320K
End-of-year total assets ($M) among Ffw Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Fusion Family Wealth, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fusion Family Wealth, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 74.43771878115697% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.2M $3.84M ▲ +74.5%
Year Plans Participants Total Assets
2022 2 13 $2M
2023 2 14 $3M
2024 2 13 $4M

Fusion Family Wealth, LLC filing trail (2022)

Total Assets (Beginning of Year)$217K
Net Assets (End of Year)$317K
Net Income$99K
Employer EIN464069582
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ffw Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Ffw Cash Balance Plan, Total assets ($B): 0.000316531 · Participants: 5Ffw Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Ffw Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ffw Cash Balance Plan side-by-side with 3 peers →

Ffw Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Blue Cross and Blue Shield of North Carolina Retirement Plan in NC ($316K); by covered participants it is Vjlp LLC Defined Benefit Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Ffw Cash Balance Plan assets move in 2022? ▼
Ffw Cash Balance Plan surged - up 45.7% during 2022, from $217K to $317K. Reported net income was $99K.
How have Fusion Family Wealth, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fusion Family Wealth, LLC's sponsor-wide assets grew 74.4%, from $2M to $4M.
Where does Ffw Cash Balance Plan rank by assets among Form 5500 filers? ▼
Ffw Cash Balance Plan ranks in the 14th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Ffw Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Blue Cross and Blue Shield of North Carolina Retirement Plan in NC ($316K, 932 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ffw Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vjlp LLC Defined Benefit Plan in GA (5 participants, N/A 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 464069582.

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.