401(k) · DOL Form 5500 · 2022

Fellowes, Inc. 401(k) Plan

Data updated 2026-08-25

$120M
Total assets Near avg plan size
753
Participants Near avg headcount
94th
Percentile by assets National rank
$159,223
Avg per participant Above avg balance/head
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Official DOL plan name: Fellowes, Inc. 401(k) Retirement Plan · Sponsored by Fellowes, Inc. · Illinois · Manufacturing

$120M in assets, 753 participants

Fellowes, Inc.'s Fellowes, Inc. 401(k) Retirement Plan reported $120M in total assets and 753 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #18,586 in Manufacturing (20,602 peers)

Where Fellowes, Inc. 401(k) Retirement Plan sits by assets

Fellowes, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $120M for 753 participants (~$159,223/participant), down 16.1% in 2022.

#18,586
in Manufacturing (20,602 peers)
-16.1%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fellowes, Inc. 401(k) Retirement Plan's outsized position by total assets

Fellowes, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$119,895,023 Top 6% higher than 94% 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

Fellowes, Inc. 401(k) 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. Fellowes, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (753 participants).

Form 5500 schedule snapshot

Filing strip 360770670 · Fellowes, Inc. PY 2022 · 401(k)

Fellowes, Inc. 401(k) Retirement Plan · $120M · 753 · 94th

  • EIN $120M
  • EIN 753
  • EIN 94th
  • EIN 401(k)
  • EIN near Avalara, Inc. 401(k) Plan
  • EIN ind #18586

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 Illinois →

Fellowes, Inc. 401(k) Retirement Plan in the asset neighbourhood

Gmo 401(k) Profit Sharing PlanGmo 401(k) Profit Sharing Pl…$120MSps Commerce, Inc. 401(k) Retirement Savings PlanSps Commerce, Inc. 401(k) Re…$120MIdeo Profit Sharing 401(k) Plan and TrustIdeo Profit Sharing 401(k) P…$120MAvalara, Inc. 401(k) Plan$120MFellowes, Inc. 401(k) Retirement PlanFellowes, Inc. 401(k) Retire…$120M
End-of-year total assets ($M) among Fellowes, Inc. 401(k) 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)$143M
Net Assets (End of Year)$120M
Net Income-$23M
Employer EIN360770670
Plan Effective Date1959-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Fellowes, Inc.)

Sponsor-wide plan assets over time

All Fellowes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 8.768382815982282% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $150M $137M ▼ -8.8%
Year Plans Participants Total Assets
2022 2 1,007 $150M
2023 2 1,007 $157M
2024 3 998 $137M

Nearby 401(k) Plans in Illinois

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

Fellowes, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fellowes, Inc. 401(k) Retirement Plan, Total assets ($B): 0.119895023 · Participants: 753Fellowes, Inc. 401(k) Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Fellowes, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fellowes, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Fellowes, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Avalara, Inc. 401(k) Plan in WA ($120M); by covered participants it is Sappi North America, Inc. Salaried Investment Plan in MA (753 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($120M here).

Similar participant headcount

Nearest other-state filings by covered participants (753 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 Fellowes, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Fellowes, Inc. 401(k) Retirement Plan declined sharply - down 16.1% during 2022, from $143M to $120M. Reported net income was -$23M.
How have Fellowes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fellowes, Inc.'s sponsor-wide assets declined 8.8%, from $150M to $137M.
Where does Fellowes, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Fellowes, Inc. 401(k) Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fellowes, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avalara, Inc. 401(k) Plan in WA ($120M, 2,304 participants).
Which 401(k) plans cover a similar participant headcount to Fellowes, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sappi North America, Inc. Salaried Investment Plan in MA (753 participants, $305M 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 360770670.

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.