401(k) · DOL Form 5500 · 2022
Fox Head, Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 237
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $86,288
- Avg per participant Below avg balance/head
Official DOL plan name: Fox Head, Inc. Retirement Trust · Sponsored by Fox Head, Inc. · California · Manufacturing
$20M in assets, 237 participants
Fox Head, Inc.'s Fox Head, Inc. Retirement Trust reported $20M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #14,135 in Manufacturing (20,602 peers)
Coverage in California
Fox Head, Inc. Retirement Trust covers 237 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $20M.
- #14,135
- in Manufacturing (20,602 peers)
- -14.7%
- assets change YoY
- 0.2×
- 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.
Fox Head, Inc. Retirement Trust's outsized position by total assets
Fox Head, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,450,186 Top 22% higher than 78% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Fox Head, Inc. Retirement Trust 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. Fox Head, Inc. Retirement Trust sits mid-pack in the medium band (237 participants).
Published 5500 schedule card
Filing strip 942296099 · Fox Head, Inc. PY 2022 · 401(k)
Fox Head, Inc. Retirement Trust · $20M · 237 · 78th
- IND $20M
- IND 237
- IND 78th
- IND 401(k)
- IND near Prime Conduit, Inc 401(k) Plan
- IND ind #14135
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 California →
Fox Head, Inc. Retirement Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$4M |
| Employer EIN | 942296099 |
| Plan Effective Date | 1976-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fox Head, Inc.)
Sponsor-wide plan assets over time
All Fox Head, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 26.72810897661273% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 237 | $20M |
| 2023 | 1 | 235 | $25M |
| 2024 | 2 | 357 | $26M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Fox Head, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Prime Conduit, Inc 401(k) Plan in OH ($20M); by covered participants it is Lift Technologies, Inc. Savings and Investment Plan in SC (237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Prime Conduit, Inc 401(k) Plan (OH) $20M · 278
- Cordental Group Management, LLC 401(k) Plan (OH) $20M · 490
- Advantis Credit Union 401(k) Plan (OR) $20M · 237
- Cooney, Scully & Dowling Profit Sharing Plan (CT) $20M · 27
Similar participant headcount
Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.
- Lift Technologies, Inc. Savings and Investment Plan (SC) 237 · 0 off
- Sabre Yachts 401(k) Plan (ME) 237 · 0 off
- Community Computer Service, Inc. 401(k) Plan (NY) 237 · 0 off
- Schroeder Manatee Ranch, Inc. 401(k) Plan (FL) 237 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.