FUTURE RETIREMENT, INC. 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
FUTURE RETIREMENT, INC.
This 401(k) plan holds $748K in total assets and serves 143 participants as of 2022. It is sponsored by FUTURE RETIREMENT, INC. in Wisconsin. The plan reported a net loss of $47K for the year.
What the Filing Says About FUTURE RETIREMENT, INC. 401(K) PLAN
FUTURE RETIREMENT, INC. 401(K) PLAN is a 401(k) retirement plan sponsored by FUTURE RETIREMENT, INC., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $748K in total end-of-year assets and covers 143 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 392015434, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $795K at the beginning of 2022 to $748K at year-end — a decline of 5.9%. Net assets (after liabilities) closed the year at $748K, with reported net income of $-46,701 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $795K |
| Total Assets (End of Year) | $748K |
| Net Assets (End of Year) | $748K |
| Net Income | $-46,701 |
| Plan Type | 401(k) |
| 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.
- ADVOCATE AURORA HEALTH 401(K) PLAN $9.1B · 76,956
- JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN $6.2B · 28,904
- FISERV 401(K) SAVINGS PLAN $4.8B · 25,280
- KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN $4.6B · 11,236
- ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN $3.6B · 8,877
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the FUTURE RETIREMENT, INC. 401(K) PLAN? ▼
What type of plan is FUTURE RETIREMENT, INC. 401(K) PLAN? ▼
Who sponsors the FUTURE RETIREMENT, INC. 401(K) PLAN? ▼
How did FUTURE RETIREMENT, INC. 401(K) PLAN perform in 2022? ▼
Where can I find official filings for FUTURE RETIREMENT, INC. 401(K) PLAN? ▼
How does FUTURE RETIREMENT, INC. 401(K) PLAN compare to other plans? ▼
Explore PlainRetire
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 392015434.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.