401(k) · DOL Form 5500 · 2023

Fiore Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
57
Participants Small participant base
41st
Percentile by assets National rank
$75,325
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fiore Retirement Savings Plan · Sponsored by Fiore Companies, Inc. · Wisconsin · Real Estate

$4M in assets, 57 participants

Fiore Companies, Inc.'s Fiore Retirement Savings Plan reported $4M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,891 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Fiore Retirement Savings Plan ranks #2,891 of 4,727 2023 filers by assets (605% of the sector average)-$4M for 57 participants.

#2,891
in Real Estate (4,727 peers)
+27.0%
assets growth YoY

Fiore Retirement Savings Plan's mid-pack asset rank among Real Estate and all filers

Fiore Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,293,497 41st percentile higher than 41% of 127,068 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 2023

Fiore Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fiore Retirement Savings Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fiore Retirement Savings Plan reported net income rose from -$841K in the plan year 2022 filing to $914K in the plan year 2023 filing.
  • Fiore Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Fiore Retirement Savings Plan reported participants rose from 45 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391593650 · Fiore Companies, Inc. PY 2023 · 401(k)

Fiore Retirement Savings Plan · $4M · 57 · 41st

  • EOY $4M
  • EOY 57
  • EOY 41st
  • EOY 401(k)
  • EOY near James N. Eickholz, Md, Psc 401(k) Profit Sharing Plan
  • EOY ind #2891

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 Real Estate retirement plans → · Plans in Wisconsin →

Fiore Retirement Savings Plan in the asset neighbourhood

Fiore Retirement Savings Plan$4MJames N. Eickholz, Md, Psc 401(k) Profit Sharing PlanJames N. Eickholz, Md, Psc 4…$4MSynovation Holdings LLC Retirement Savings PlanSynovation Holdings LLC Reti…$4MSafe-Harbor 401(k) Profit-Sharing Plan for Employees of Pillsbury United CommunitiesSafe-Harbor 401(k) Profit-Sh…$4MAmerican Steel & Aluminum 401(k) & Profit SharingAmerican Steel & Aluminum 40…$4M
End-of-year total assets ($M) among Fiore Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$914K
Employer EIN391593650
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fiore Companies, Inc.)

Sponsor-wide plan assets over time

All Fiore Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 48.47533089561456% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.38M $5.02M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 45 $3M
2023 1 57 $4M
2024 1 71 $5M

Nearby 401(k) Plans in Wisconsin

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

Fiore Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Fiore Retirement Savings Plan, Total assets ($B): 0.004293497 · Participants: 57Fiore Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Fiore Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest 401(k) by assets is James N. Eickholz, Md, Psc 401(k) Profit Sharing Plan in KY ($4M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fiore Retirement Savings Plan assets move in 2023?
Fiore Retirement Savings Plan grew sharply - up 27.0% during 2023, from $3M to $4M. Reported net income was $914K.
How have Fiore Companies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Fiore Companies, Inc.'s sponsor-wide assets grew 48.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Fiore Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is James N. Eickholz, Md, Psc 401(k) Profit Sharing Plan in KY ($4M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Fiore Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 participants, N/A in assets).