ESOP · DOL Form 5500 · 2022
Fusion, Inc ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $194,016
- Avg per participant Above avg balance/head
Official DOL plan name: Fusion Inc. Employee Stock Ownership Plan · Sponsored by Fusion, Inc · Iowa · Wholesale Trade
$5M in assets, 25 participants
Fusion, Inc's Fusion Inc. Employee Stock Ownership Plan reported $5M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #2,589 in Wholesale Trade (6,843 peers)
Fusion, Inc multi-year trail
Fusion, Inc's plans moved -74.3% in assets from 2022 to 2024; this filing shows Fusion Inc. Employee Stock Ownership Plan at $5M / 25 participants.
- #2,589
- in Wholesale Trade (6,843 peers)
- +17.8%
- assets growth YoY
Fusion Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers
Fusion Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,850,398 Top 50% higher than 50% 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
Fusion Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fusion Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.
DOL schedule card
Filing strip 421183035 · Fusion, Inc PY 2022 · ESOP
Fusion Inc. Employee Stock Ownership Plan · $5M · 25 · 50th
- EIN $5M
- RANK 25
- PHOTO 50th
- IND ESOP
- EOY near First Freedom Bancshares Employee Stock Ownership Plan
- 5500 ind #2589
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 What is an ESOP? → · Plans in Iowa →
Fusion Inc. Employee Stock Ownership Plan in the asset neighbourhood
Fusion, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Fusion, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 74.3407448213528% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $5M |
| 2023 | 1 | 25 | $6M |
| 2024 | 1 | N/A | $1M |
Fusion, Inc filing trail (2022)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $732K |
| Employer EIN | 421183035 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $686M · 781
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $437M · 774
- Precision, Inc. Employee Stock Ownership Plan and Trust $403M · 645
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $383M · 643
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $362M · 2,582
Fusion Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is First Freedom Bancshares Employee Stock Ownership Plan in TN ($5M); by covered participants it is Econocorp, Inc. Employee Stock Ownership Plan in MA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 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.