401(k) · DOL Form 5500 · 2022

Fusion Family Wealth, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
33rd
Percentile by assets National rank
$235,252
Avg per participant Above avg balance/head
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Official DOL plan name: Fusion Family Wealth, LLC 401(k) Profit Sharing Plan · Sponsored by Fusion Family Wealth, LLC · New York · Finance & Insurance

$2M in assets, 8 participants

Fusion Family Wealth, LLC's Fusion Family Wealth, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,056 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 Fusion Family Wealth, LLC 401(k) Profit Sharing Plan at $2M / 8 participants.

#2,056
in Finance & Insurance (9,261 peers)
-8.2%
assets change YoY

The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,882,013 33rd percentile higher than 33% 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 Family Wealth, LLC 401(k) Profit Sharing 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. Fusion Family Wealth, LLC 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 464069582 · Fusion Family Wealth, LLC PY 2022 · 401(k)

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan · $2M · 8 · 33rd

  • NET $2M
  • NET 8
  • NET 33rd
  • NET 401(k)
  • NET near Larson Packaging Company Retirement Plan
  • NET ind #2056

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 →

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Fusion Family Wealth, LLC 401(k) Profit Sharing PlanFusion Family Wealth, LLC 40…$2MLarson Packaging Company Retirement PlanLarson Packaging Company Ret…$2MAparium Hospitality Services 401(k) PlanAparium Hospitality Services…$2MBerkeley Nucleonics Corporatio 401(k) Profit Sharing Plan & TrustBerkeley Nucleonics Corporat…$2MBig Mouth Signs, Inc. Profit Sharing PlanBig Mouth Signs, Inc. Profit…$2M
End-of-year total assets ($M) among Fusion Family Wealth, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) 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)$2M
Net Assets (End of Year)$2M
Net Income-$169K
Employer EIN464069582
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fusion Family Wealth, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001882013 · Participants: 8Fusion Family Wealth, LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Fusion Family Wealth, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fusion Family Wealth, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Larson Packaging Company Retirement Plan in CA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Family Wealth, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Fusion Family Wealth, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 8.2% during 2022, from $2M to $2M. Reported net income was -$169K.
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.
Which 401(k) plans are similar in size to Fusion Family Wealth, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Larson Packaging Company Retirement Plan in CA ($2M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Fusion Family Wealth, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K 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.