401(k) · DOL Form 5500 · 2022

Fusion Alliance, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
133
Participants Small participant base
84th
Percentile by assets National rank
$253,035
Avg per participant Above avg balance/head
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Official DOL plan name: Fusion Alliance, LLC 401(k) Profit Sharing Plan · Sponsored by Fusion Alliance, LLC · Indiana · Professional & Technical Services

$34M in assets, 133 participants

Fusion Alliance, LLC's Fusion Alliance, LLC 401(k) Profit Sharing Plan reported $34M in total assets and 133 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.

  • #18,287 in Professional & Technical Services (21,562 peers)

Coverage in Indiana

Fusion Alliance, LLC 401(k) Profit Sharing Plan covers 133 participants in Indiana, about 25% of the average Indiana filer (state average ~541 per filing). Assets: $34M.

#18,287
in Professional & Technical Services (21,562 peers)
-33.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fusion Alliance, LLC 401(k) Profit Sharing Plan's outsized position by total assets

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

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

$33,653,619 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

Fusion Alliance, LLC 401(k) Profit Sharing 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. Fusion Alliance, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (133 participants).

Plan-year Form 5500 strip

Filing strip 471499702 · Fusion Alliance, LLC PY 2022 · 401(k)

Fusion Alliance, LLC 401(k) Profit Sharing Plan · $34M · 133 · 84th

  • SCH $34M
  • SCH 133
  • SCH 84th
  • SCH 401(k)
  • SCH near Parata Systems, LLC 401(k) Plan
  • SCH ind #18287

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 Professional & Technical Services retirement plans → · Plans in Indiana →

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

Blanchard Valley Medical Assc Inc 401(k) Profit Sharing PlanBlanchard Valley Medical Ass…$34MApps Associates LLC 401(k) PlanApps Associates LLC 401(k) P…$34MFusion Alliance, LLC 401(k) Profit Sharing PlanFusion Alliance, LLC 401(k) …$34MParata Systems, LLC 401(k) PlanParata Systems, LLC 401(k) P…$34MGeoblue 401(k) Retirement PlanGeoblue 401(k) Retirement Pl…$34M
End-of-year total assets ($M) among Fusion Alliance, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$34M
Net Income-$14M
Employer EIN471499702
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Fusion Alliance, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Fusion Alliance, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.033653619 · Participants: 133Fusion Alliance, LLC 401(k) Profit Sharing PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Fusion Alliance, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Fusion Alliance, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Parata Systems, LLC 401(k) Plan in NC ($34M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Alliance, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Fusion Alliance, LLC 401(k) Profit Sharing Plan contracted severely - down 33.8% during 2022, from $51M to $34M. Reported net income was -$14M.
Where does Fusion Alliance, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fusion Alliance, LLC 401(k) Profit Sharing 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 Fusion Alliance, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Parata Systems, LLC 401(k) Plan in NC ($34M, 484 participants).
Which 401(k) plans cover a similar participant headcount to Fusion Alliance, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K 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 471499702.

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.