401(k) · DOL Form 5500 · 2023

The Fall River Group, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
195
Participants Below avg headcount
79th
Percentile by assets National rank
$148,833
Avg per participant Above avg balance/head
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Official DOL plan name: The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan · Sponsored by The Fall River Group, Inc. · Wisconsin · Manufacturing

$29M in assets, 195 participants

The Fall River Group, Inc.'s The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan reported $29M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,197 in Manufacturing (18,722 peers)

Coverage in Wisconsin

The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan covers 195 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $29M.

#13,197
in Manufacturing (18,722 peers)
+16.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan's outsized position by total assets

The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,022,440 Top 21% higher than 79% 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

The Fall River Group, Inc. Employees' 401(k) Profit Sharing 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. The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan reported participants rose from 191 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391353471 · The Fall River Group, Inc. PY 2023 · 401(k)

The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan · $29M · 195 · 79th

  • PCT $29M
  • EIN 195
  • RANK 79th
  • PHOTO 401(k)
  • IND near Avalon Health Care, Inc. 401(k) Plan
  • EOY ind #13197

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 Wisconsin →

The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

Mte Employee Savings and Retirement PlanMte Employee Savings and Ret…$29MEnglobal 401(k) Plan$29MThe Fall River Group, Inc. Employees' 401(k) Profit Sharing PlanThe Fall River Group, Inc. E…$29MAvalon Health Care, Inc. 401(k) PlanAvalon Health Care, Inc. 401…$29MAms 401(k) Plan$29M
End-of-year total assets ($M) among The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN391353471
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Fall River Group, Inc.)

Sponsor-wide plan assets over time

All The Fall River Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 14.17400360995594% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.9M $28.4M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 191 $25M
2023 1 195 $29M
2024 1 201 $28M

Nearby 401(k) Plans in Wisconsin

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

The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.02902244 · Participants: 195The Fall River Group, Inc. Employees' 401(k) Profit Sharing 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
The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Avalon Health Care, Inc. 401(k) Plan in UT ($29M); by covered participants it is The Lodge at Woodloch 401(k) Plan in PA (195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (195 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 The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan assets move in 2023?
The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan grew sharply - up 16.8% during 2023, from $25M to $29M. Reported net income was $4M.
How have The Fall River Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Fall River Group, Inc.'s sponsor-wide assets grew 14.2%, from $25M to $28M.
Where does The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Avalon Health Care, Inc. 401(k) Plan in UT ($29M, 4,057 participants).
Which 401(k) plans cover a similar participant headcount to The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is The Lodge at Woodloch 401(k) Plan in PA (195 participants, $2M in assets).