401(k) · DOL Form 5500 · 2022

Fusion Management Services, LLC 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
667
Participants Below avg headcount
90th
Percentile by assets National rank
$102,879
Avg per participant Below avg balance/head
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Official DOL plan name: Fusion 401(k) Plan · Sponsored by Fusion Management Services, LLC · Georgia · Information & Media

$69M in assets, 667 participants

Fusion Management Services, LLC's Fusion 401(k) Plan reported $69M in total assets and 667 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.

  • #2,504 in Information & Media (2,911 peers)

Where Fusion 401(k) Plan sits by assets

Fusion 401(k) Plan sits in the top 10% of all filed plans by assets, $69M for 667 participants (~$102,879/participant), down 15.9% in 2022.

#2,504
in Information & Media (2,911 peers)
-15.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fusion 401(k) Plan's outsized position by total assets

Fusion 401(k) Plan vs every filed plan by assets

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

$68,620,181 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

Fusion 401(k) 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 401(k) Plan sits mid-pack in the medium band (667 participants).

Plan-year Form 5500 strip

Filing strip 481195597 · Fusion Management Services, LLC PY 2022 · 401(k)

Fusion 401(k) Plan · $69M · 667 · 90th

  • BOY $69M
  • BOY 667
  • BOY 90th
  • BOY 401(k)
  • BOY near Ods Retirement Plan
  • BOY ind #2504

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 Information & Media retirement plans → · Plans in Georgia →

Fusion 401(k) Plan in the asset neighbourhood

Bozzuto's, Inc. 401(k) Plan$69MCommunity Trust Bancorp Inc Savings PlanCommunity Trust Bancorp Inc …$69MVoestalpine High Performance Metals Retirement PlanVoestalpine High Performance…$69MOds Retirement Plan$69MFusion 401(k) Plan$69M
End-of-year total assets ($M) among Fusion 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$69M
Net Income-$13M
Employer EIN481195597
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fusion Management Services, LLC)

Sponsor-wide plan assets over time

All Fusion Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$77M 12.739628302641757% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $68.6M $77.4M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 667 $69M
2023 1 526 $77M
2024 1 464 $77M

Nearby 401(k) Plans in Georgia

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

Fusion 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Fusion 401(k) Plan, Total assets ($B): 0.068620181 · Participants: 667Fusion 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Fusion 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Fusion 401(k) Plan side-by-side with 3 peers →

Fusion 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Ods Retirement Plan in CA ($69M); by covered participants it is M&m Transport Services, Inc. Retirement Savings Plan in MA (667 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Similar participant headcount

Nearest other-state filings by covered participants (667 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 401(k) Plan assets move in 2022? ▼
Fusion 401(k) Plan declined sharply - down 15.9% during 2022, from $82M to $69M. Reported net income was -$13M.
How have Fusion Management Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fusion Management Services, LLC's sponsor-wide assets grew 12.7%, from $69M to $77M.
Where does Fusion 401(k) Plan rank by assets among Form 5500 filers? ▼
Fusion 401(k) 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 Fusion 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ods Retirement Plan in CA ($69M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Fusion 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is M&m Transport Services, Inc. Retirement Savings Plan in MA (667 participants, $8M 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 481195597.

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.