401(k) · DOL Form 5500 · 2023

Fender Musical Instruments Corporation 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
1,614
Participants Near avg headcount
92nd
Percentile by assets National rank
$73,293
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fender Musical Instruments 401(k) Plan · Sponsored by Fender Musical Instruments Corporation · Arizona · Manufacturing

$118M in assets, 1,614 participants

Fender Musical Instruments Corporation's Fender Musical Instruments 401(k) Plan reported $118M in total assets and 1,614 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,532 in Manufacturing (18,722 peers)

Coverage in Arizona

Fender Musical Instruments 401(k) Plan covers 1,614 participants in Arizona, 2.9x the typical Arizona plan (state average ~564 per filing). Assets: $118M.

#16,532
in Manufacturing (18,722 peers)
+18.8%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Fender Musical Instruments 401(k) Plan's outsized position by total assets

Fender Musical Instruments 401(k) Plan vs every filed plan by assets

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

$118,295,011 Top 8% higher than 92% 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

Fender Musical Instruments 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fender Musical Instruments 401(k) Plan lands in the large band (1,614 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fender Musical Instruments 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Fender Musical Instruments 401(k) Plan end-of-year assets rose from $100M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • Fender Musical Instruments 401(k) Plan reported participants rose from 1,511 in the plan year 2022 filing to 1,614 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330081996 · Fender Musical Instruments Corporation PY 2023 · 401(k)

Fender Musical Instruments 401(k) Plan · $118M · 1,614 · 92nd

  • 5500 $118M
  • ASSETS 1,614
  • PCT 92nd
  • EIN 401(k)
  • RANK near Univ of Wi Cu Retirement Savings Plan and Trust
  • PHOTO ind #16532

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 Arizona →

Fender Musical Instruments 401(k) Plan in the asset neighbourhood

The Donohoe Profit Sharing 401(k) Savings PlanThe Donohoe Profit Sharing 4…$118MRidgewood Savings Bank Profit Sharing and 401 (K) PlanRidgewood Savings Bank Profi…$118MFender Musical Instruments 401(k) PlanFender Musical Instruments 4…$118MUniv of Wi Cu Retirement Savings Plan and TrustUniv of Wi Cu Retirement Sav…$118MWestern National Salary Accumulation ProgramWestern National Salary Accu…$118M
End-of-year total assets ($M) among Fender Musical Instruments 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$118M
Net Income$19M
Employer EIN330081996
Plan Effective Date1989-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fender Musical Instruments Corporation)

Sponsor-wide plan assets over time

All Fender Musical Instruments Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$134M 34.83847917310701% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $99.6M $134M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 1,511 $100M
2023 1 1,614 $118M
2024 1 1,622 $134M

Nearby 401(k) Plans in Arizona

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

Fender Musical Instruments 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Fender Musical Instruments 401(k) Plan, Total assets ($B): 0.118295011 · Participants: 1614Fender Musical Instruments 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Fender Musical Instruments 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Fender Musical Instruments 401(k) Plan side-by-side with 3 peers →

Fender Musical Instruments 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Univ of Wi Cu Retirement Savings Plan and Trust in WI ($118M); by covered participants it is H. W. Kaufman Financial Group Retirement Savings Plan in MI (1,614 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,614 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 Fender Musical Instruments 401(k) Plan assets move in 2023? ▼
Fender Musical Instruments 401(k) Plan grew sharply - up 18.8% during 2023, from $100M to $118M. Reported net income was $19M.
How have Fender Musical Instruments Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fender Musical Instruments Corporation's sponsor-wide assets grew 34.8%, from $100M to $134M.
Where does Fender Musical Instruments 401(k) Plan rank by assets among Form 5500 filers? ▼
Fender Musical Instruments 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fender Musical Instruments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Univ of Wi Cu Retirement Savings Plan and Trust in WI ($118M, 854 participants).
Which 401(k) plans cover a similar participant headcount to Fender Musical Instruments 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is H. W. Kaufman Financial Group Retirement Savings Plan in MI (1,614 participants, $137M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330081996.

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.