401(k) · DOL Form 5500 · 2022

Fisher-Barton Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
540
Participants Below avg headcount
84th
Percentile by assets National rank
$64,111
Avg per participant Low balance/head
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Official DOL plan name: The Fisher Barton Group Retirement Plan · Sponsored by Fisher-Barton Inc. · Wisconsin · Manufacturing

$35M in assets, 540 participants

Fisher-Barton Inc.'s The Fisher Barton Group Retirement Plan reported $35M in total assets and 540 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #16,017 in Manufacturing (20,602 peers)

Where The Fisher Barton Group Retirement Plan sits by assets

The Fisher Barton Group Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 540 participants (~$64,111/participant), down 15.2% in 2022.

#16,017
in Manufacturing (20,602 peers)
-15.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Fisher Barton Group Retirement Plan's outsized position by total assets

The Fisher Barton Group Retirement Plan vs every filed plan by assets

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

$34,619,752 Top 16% higher than 84% 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

The Fisher Barton Group Retirement 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. The Fisher Barton Group Retirement Plan sits mid-pack in the medium band (540 participants).

EBSA filing schedule strip

Filing strip 203208428 · Fisher-Barton Inc. PY 2022 · 401(k)

The Fisher Barton Group Retirement Plan · $35M · 540 · 84th

  • EOY $35M
  • EOY 540
  • EOY 84th
  • EOY 401(k)
  • EOY near Barnes, Dennig & Co., Ltd. Profit Sharing Plan
  • EOY ind #16017

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 Manufacturing retirement plans → · Plans in Wisconsin →

The Fisher Barton Group Retirement Plan in the asset neighbourhood

The Fisher Barton Group Retirement PlanThe Fisher Barton Group Reti…$35MBarnes, Dennig & Co., Ltd. Profit Sharing PlanBarnes, Dennig & Co., Ltd. P…$35MCordell & Cordell 401 (K) PlanCordell & Cordell 401 (K) Pl…$35MBradley Media Holdings, Inc 401(k) PlanBradley Media Holdings, Inc …$35MAriel Investments, LLC Employees' Profit Sharing and Savings Plan and TrustAriel Investments, LLC Emplo…$35M
End-of-year total assets ($M) among The Fisher Barton Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$35M
Net Income-$6M
Employer EIN203208428
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fisher-Barton Inc.)

Sponsor-wide plan assets over time

All Fisher-Barton Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 15.479515855572853% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $34.6M $40M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 540 $35M
2023 1 625 $35M
2024 1 545 $40M

Nearby 401(k) Plans in Wisconsin

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

The Fisher Barton Group Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Fisher Barton Group Retirement Plan, Total assets ($B): 0.034619752 · Participants: 540The Fisher Barton Group Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
The Fisher Barton Group Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Fisher Barton Group Retirement Plan side-by-side with 3 peers →

The Fisher Barton Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Barnes, Dennig & Co., Ltd. Profit Sharing Plan in OH ($35M); by covered participants it is Rotary International 401(k) Plan in IL (540 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (540 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 The Fisher Barton Group Retirement Plan assets move in 2022? ▼
The Fisher Barton Group Retirement Plan declined sharply - down 15.2% during 2022, from $41M to $35M. Reported net income was -$6M.
How have Fisher-Barton Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fisher-Barton Inc.'s sponsor-wide assets grew 15.5%, from $35M to $40M.
Where does The Fisher Barton Group Retirement Plan rank by assets among Form 5500 filers? ▼
The Fisher Barton Group Retirement Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Fisher Barton Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barnes, Dennig & Co., Ltd. Profit Sharing Plan in OH ($35M, 152 participants).
Which 401(k) plans cover a similar participant headcount to The Fisher Barton Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rotary International 401(k) Plan in IL (540 participants, $120M 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 203208428.

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.