FXI 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
FXI, INC.
This Profit Sharing plan holds $64M in total assets and serves 2,521 participants as of 2022. It is sponsored by FXI, INC. in Pennsylvania. The plan reported a net loss of $17M for the year.
What the Filing Says About FXI 401(K) PLAN
FXI 401(K) PLAN is a Profit Sharing retirement plan sponsored by FXI, INC., headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $64M in total end-of-year assets and covers 2,521 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 270283137, and the plan has been effective since 2009-06-15. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $81M at the beginning of 2022 to $64M at year-end — a decline of 20.5%. Net assets (after liabilities) closed the year at $64M, with reported net income of $-16,623,972 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $81M |
| Total Assets (End of Year) | $64M |
| Net Assets (End of Year) | $64M |
| Net Income | $-16,623,972 |
| Plan Type | Profit Sharing |
| Employer EIN | 270283137 |
| Plan Effective Date | 2009-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (FXI, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,521 | $64M |
| 2023 | 1 | 2,099 | $74M |
| 2024 | 1 | 2,210 | $78M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- THE PNC FINANCIAL SERVICES GROUP, INC. INCENTIVE SAVINGS PLAN $9.3B · 61,697
- THE UNIVERSITY OF PENNSYLVANIA MATCHING PLAN $6.3B · 20,979
- UPMC 403(B) RETIREMENT SAVINGS PLAN $4.2B · 78,261
- CARNEGIE MELLON UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN $2.5B · 6,370
- JEFFERSON DEFINED CONTRIBUTION RETIREMENT PLAN $2.5B · 15,783
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the FXI 401(K) PLAN? ▼
What type of plan is FXI 401(K) PLAN? ▼
Who sponsors the FXI 401(K) PLAN? ▼
How did FXI 401(K) PLAN perform in 2022? ▼
Where can I find official filings for FXI 401(K) PLAN? ▼
How does FXI 401(K) PLAN compare to other plans? ▼
Explore PlainRetire
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 270283137.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.