401(k) · DOL Form 5500 · 2022

Fosber America, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
166
Participants Small participant base
81st
Percentile by assets National rank
$154,441
Avg per participant Above avg balance/head
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Official DOL plan name: Fosber Savings & Retirement Plan · Sponsored by Fosber America, Inc. · Wisconsin · Wholesale Trade

$26M in assets, 166 participants

Fosber America, Inc.'s Fosber Savings & Retirement Plan reported $26M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,466 in Wholesale Trade (6,843 peers)

Coverage in Wisconsin

Fosber Savings & Retirement Plan covers 166 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $26M.

#5,466
in Wholesale Trade (6,843 peers)
+8.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fosber Savings & Retirement Plan's outsized position by total assets

Fosber Savings & Retirement Plan vs every filed plan by assets

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

$25,637,255 Top 19% higher than 81% 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

Fosber Savings & Retirement 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. Fosber Savings & Retirement Plan sits mid-pack in the medium band (166 participants).

Published 5500 schedule card

Filing strip 391714500 · Fosber America, Inc. PY 2022 · 401(k)

Fosber Savings & Retirement Plan · $26M · 166 · 81st

  • EBSA $26M
  • EBSA 166
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Bentley 401(k) Plan
  • EBSA ind #5466

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Fosber Savings & Retirement Plan in the asset neighbourhood

Fosber Savings & Retirement PlanFosber Savings & Retirement …$26MBentley 401(k) Plan$26MPearson Packaging Systems 401(k) Profit Sharing Plan and TrustPearson Packaging Systems 40…$26MHorner Electric Inc. Employees Retirement PlanHorner Electric Inc. Employe…$26MIsg 401(k) Plan$26M
End-of-year total assets ($M) among Fosber Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN391714500
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fosber America, Inc.)

Sponsor-wide plan assets over time

All Fosber America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 35.05369432101838% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.6M $34.6M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 166 $26M
2023 1 188 $30M
2024 1 197 $35M

Nearby 401(k) Plans in Wisconsin

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

Fosber Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Fosber Savings & Retirement Plan, Total assets ($B): 0.025637255 · Participants: 166Fosber Savings & Retirement 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
Fosber Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fosber Savings & Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Bentley 401(k) Plan in CA ($26M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Fosber Savings & Retirement Plan assets move in 2022? ▼
Fosber Savings & Retirement Plan grew at a solid clip - up 8.8% during 2022, from $24M to $26M. Reported net income was $2M.
How have Fosber America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fosber America, Inc.'s sponsor-wide assets grew 35.1%, from $26M to $35M.
Where does Fosber Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Fosber Savings & Retirement Plan ranks in the 81st 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 Fosber Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bentley 401(k) Plan in CA ($26M, 360 participants).
Which 401(k) plans cover a similar participant headcount to Fosber Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Client Solution Architects, LLC 401(k) Plan in PA (166 participants, N/A 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 391714500.

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.