401(k) · DOL Form 5500 · 2022
Future Retirement, Inc. 401(k) Plan
Data updated 2026-08-25
- $748K
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $5,234
- Avg per participant Low balance/head
Official DOL plan name: Future Retirement, Inc. 401(k) Plan · Sponsored by Future Retirement, Inc. · Wisconsin · Retail Trade
$748K in assets, 143 participants
Future Retirement, Inc.'s Future Retirement, Inc. 401(k) Plan reported $748K in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,044 in Retail Trade (9,519 peers)
Coverage in Wisconsin
Future Retirement, Inc. 401(k) Plan covers 143 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $748K.
- #3,044
- in Retail Trade (9,519 peers)
- -5.9%
- assets change YoY
The plan reported a net loss of $47K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Future Retirement, Inc. 401(k) Plan among the smaller filed plans by assets
Future Retirement, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$748,407 22nd percentile higher than 22% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Future Retirement, Inc. 401(k) 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. Future Retirement, Inc. 401(k) Plan sits mid-pack in the medium band (143 participants).
Plan-year Form 5500 strip
Filing strip 392015434 · Future Retirement, Inc. PY 2022 · 401(k)
Future Retirement, Inc. 401(k) Plan · $748K · 143 · 22nd
- EIN $748K
- EIN 143
- EIN 22nd
- EIN 401(k)
- EIN near Wool735, Inc. 401(k) Profit Sharing Plan
- EIN ind #3044
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 Retail Trade retirement plans → · Plans in Wisconsin →
Future Retirement, Inc. 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $795K |
|---|---|
| Net Assets (End of Year) | $748K |
| Net Income | -$47K |
| Employer EIN | 392015434 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Future Retirement, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Wool735, Inc. 401(k) Profit Sharing Plan in NY ($748K); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($748K here).
Similar participant headcount
Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.
- Novidea Healthcare, Inc. Profit Sharing Plan and Trust (OH) 143 · 0 off
- Tdl Group, Inc. 401(k) Plan (IL) 143 · 0 off
- Plant Partners, Inc. 401(k) Plan (NC) 143 · 0 off
- Main Street Checks, Inc. 401(k) Profit Sharing Plan (AL) 143 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.