401(k) · DOL Form 5500 · 2022

Fairbanks Morse, LLC 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
817
Participants Near avg headcount
90th
Percentile by assets National rank
$79,211
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fairbanks Morse Retirement Savings Plan · Sponsored by Fairbanks Morse, LLC · Wisconsin · Manufacturing

$65M in assets, 817 participants

Fairbanks Morse, LLC's Fairbanks Morse Retirement Savings Plan reported $65M in total assets and 817 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #17,541 in Manufacturing (20,602 peers)

Where Fairbanks Morse Retirement Savings Plan sits by assets

Fairbanks Morse Retirement Savings Plan sits in the top 10% of all filed plans by assets, $65M for 817 participants (~$79,211/participant), up 56.7% in 2022.

#17,541
in Manufacturing (20,602 peers)
+56.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fairbanks Morse Retirement Savings Plan's outsized position by total assets

Fairbanks Morse Retirement Savings Plan vs every filed plan by assets

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

$64,715,377 Top 10% higher than 90% 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

Fairbanks Morse Retirement Savings 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. Fairbanks Morse Retirement Savings Plan sits mid-pack in the medium band (817 participants).

Form 5500 schedule snapshot

Filing strip 812933620 · Fairbanks Morse, LLC PY 2022 · 401(k)

Fairbanks Morse Retirement Savings Plan · $65M · 817 · 90th

  • PCT $65M
  • PCT 817
  • PCT 90th
  • PCT 401(k)
  • PCT near Hi-Lex Employees Retirement Savings Plan
  • PCT ind #17541

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 →

Fairbanks Morse Retirement Savings Plan in the asset neighbourhood

Burr Oak Tool Inc Employees' Profit Sharing PlanBurr Oak Tool Inc Employees'…$65MThe Electro Switch Corp. 401(k) Profit Sharing PlanThe Electro Switch Corp. 401…$65MFairbanks Morse Retirement Savings PlanFairbanks Morse Retirement S…$65MHi-Lex Employees Retirement Savings PlanHi-Lex Employees Retirement …$65MStrada Education Network, Inc. Savings Investment PlanStrada Education Network, In…$65M
End-of-year total assets ($M) among Fairbanks Morse Retirement Savings 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)$65M
Net Income-$4M
Employer EIN812933620
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fairbanks Morse, LLC)

Sponsor-wide plan assets over time

All Fairbanks Morse, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$113M 74.15887880866397% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $64.7M $113M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 817 $65M
2023 1 819 $81M
2024 1 1,109 $113M

Nearby 401(k) Plans in Wisconsin

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

Fairbanks Morse Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Fairbanks Morse Retirement Savings Plan, Total assets ($B): 0.064715377 · Participants: 817Fairbanks Morse Retirement Savings 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
Fairbanks Morse Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fairbanks Morse Retirement Savings Plan side-by-side with 3 peers →

Fairbanks Morse Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hi-Lex Employees Retirement Savings Plan in MI ($65M); by covered participants it is Road & Rail Services LLC 401(k) Plan in KY (817 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (817 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 Fairbanks Morse Retirement Savings Plan assets move in 2022? ▼
Fairbanks Morse Retirement Savings Plan surged - up 56.7% during 2022, from $41M to $65M. Reported net income was -$4M.
How have Fairbanks Morse, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fairbanks Morse, LLC's sponsor-wide assets grew 74.2%, from $65M to $113M.
Where does Fairbanks Morse Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Fairbanks Morse Retirement Savings Plan ranks in the 90th 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 Fairbanks Morse Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hi-Lex Employees Retirement Savings Plan in MI ($65M, 1,320 participants).
Which 401(k) plans cover a similar participant headcount to Fairbanks Morse Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Road & Rail Services LLC 401(k) Plan in KY (817 participants, $3M 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 812933620.

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.