401(k) · DOL Form 5500 · 2023
Fuss & Oneill, Inc. 401(k) Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 340
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $213,612
- Avg per participant Above avg balance/head
Official DOL plan name: Fuss & O'neill Profit Sharing & Employee Savings Plan · Sponsored by Fuss & Oneill, Inc. · Connecticut · Professional & Technical Services
$73M in assets, 340 participants
Fuss & Oneill, Inc.'s Fuss & O'neill Profit Sharing & Employee Savings Plan reported $73M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,318 in Professional & Technical Services (20,321 peers)
Coverage in Connecticut
Fuss & O'neill Profit Sharing & Employee Savings Plan covers 340 participants in Connecticut, about 47% of the average Connecticut filer (state average ~718 per filing). Assets: $73M.
- #18,318
- in Professional & Technical Services (20,321 peers)
- +14.8%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Fuss & O'neill Profit Sharing & Employee Savings Plan's outsized position by total assets
Fuss & O'neill Profit Sharing & Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$72,627,976 Top 11% higher than 89% 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
Fuss & O'neill Profit Sharing & Employee Savings 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. Fuss & O'neill Profit Sharing & Employee Savings Plan sits mid-pack in the medium band (340 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fuss & O'neill Profit Sharing & Employee Savings Plan reported net income rose from -$16M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Fuss & O'neill Profit Sharing & Employee Savings Plan end-of-year assets rose from $63M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Fuss & O'neill Profit Sharing & Employee Savings Plan reported participants rose from 304 in the plan year 2022 filing to 340 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 060845648 · Fuss & Oneill, Inc. PY 2023 · 401(k)
Fuss & O'neill Profit Sharing & Employee Savings Plan · $73M · 340 · 89th
- SCH $73M
- SCH 340
- SCH 89th
- SCH 401(k)
- SCH near Ltimindtree Limited 401(k) Profit Sharing Plan & Trust
- SCH ind #18318
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 Professional & Technical Services retirement plans → · Plans in Connecticut →
Fuss & O'neill Profit Sharing & Employee Savings Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $9M |
| Employer EIN | 060845648 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fuss & Oneill, Inc.)
Sponsor-wide plan assets over time
All Fuss & Oneill, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 28.39157967592334% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 304 | $63M |
| 2023 | 1 | 340 | $73M |
| 2024 | 1 | 377 | $81M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Fuss & O'neill Profit Sharing & Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Ltimindtree Limited 401(k) Profit Sharing Plan & Trust in NJ ($73M); by covered participants it is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
Similar participant headcount
Nearest other-state filings by covered participants (340 participants); asset peers above are excluded.
- Red River Bank 401(k) Profit Sharing Plan (LA) 340 · 0 off
- Extraco Corporation Retirement Plan (TX) 340 · 0 off
- Amc 401(k) Profit Sharing Plan (AR) 340 · 0 off
- Firstup, Inc. 401(k)Plan (CA) 340 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.