401(k) · DOL Form 5500 · 2023
William a. Fraser, Inc. D/B/a Fraser Business 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 155
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $87,501
- Avg per participant Below avg balance/head
Official DOL plan name: Fraser Business Equipment Salary Deferral Plan · Sponsored by William a. Fraser, Inc. D/B/a Fraser Business · Pennsylvania · Retail Trade
$14M in assets, 155 participants
William a. Fraser, Inc. D/B/a Fraser Business's Fraser Business Equipment Salary Deferral Plan reported $14M in total assets and 155 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #6,392 in Retail Trade (8,414 peers)
Coverage in Pennsylvania
Fraser Business Equipment Salary Deferral Plan covers 155 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.
- #6,392
- in Retail Trade (8,414 peers)
- +6.3%
- assets growth YoY
Fraser Business Equipment Salary Deferral Plan's mid-pack asset rank among Retail Trade and all filers
Fraser Business Equipment Salary Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,562,708 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fraser Business Equipment Salary Deferral Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fraser Business Equipment Salary Deferral Plan sits mid-pack in the medium band (155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fraser Business Equipment Salary Deferral Plan reported net income rose from -$3M in the plan year 2022 filing to $810K in the plan year 2023 filing.
- Fraser Business Equipment Salary Deferral Plan reported participants rose from 144 in the plan year 2022 filing to 155 in the plan year 2023 filing.
- Fraser Business Equipment Salary Deferral Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 231975860 · William a. Fraser, Inc. D/B/a Fraser Business PY 2023 · 401(k)
Fraser Business Equipment Salary Deferral Plan · $14M · 155 · 65th
- ASSETS $14M
- PCT 155
- EIN 65th
- RANK 401(k)
- PHOTO near Perry Technical Institute 401(k) Psp
- IND ind #6392
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 Retail Trade retirement plans → · Plans in Pennsylvania →
Fraser Business Equipment Salary Deferral Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $810K |
| Employer EIN | 231975860 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William a. Fraser, Inc. D/B/a Fraser Business)
Sponsor-wide plan assets over time
All William a. Fraser, Inc. D/B/a Fraser Business plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 14.632162882626536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $13M |
| 2023 | 1 | 155 | $14M |
| 2024 | 1 | 154 | $15M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Fraser Business Equipment Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Perry Technical Institute 401(k) Psp in WA ($14M); by covered participants it is Pacific Bath Company 401(k) Plan in OR (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Perry Technical Institute 401(k) Psp (WA) $14M · 102
- Cpi Employee Retirement Plan (IL) $14M · 105
- People's Credit Union 401(k) Plan and Trust (RI) $14M · 115
- Alma Lasers Inc. 401(k) Profit Sharing Plan & Trust (IL) $14M · 188
Similar participant headcount
Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.
- Pacific Bath Company 401(k) Plan (OR) 155 · 0 off
- New Mexican/Taos News 401(k) Plan (NM) 155 · 0 off
- Mayacama Golf Club, LLC 401(k) Profit Sharing Plan and Trust (CA) 155 · 0 off
- Ise Labs, Inc. 401(k) Plan (CA) 155 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.