Defined Benefit (Pension) · DOL Form 5500 · 2023

Foss North America, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: N/A
Participants Small participant base: 37th
Percentile by assets National rank

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Official DOL plan name: Foss Nirsystems, Inc. Retirement Plan · Sponsored by Foss North America, Inc. · Minnesota · Manufacturing

$3M in assets, N/A participants

Foss North America, Inc.'s Foss Nirsystems, Inc. Retirement Plan reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#3,874 in Manufacturing (18,722 peers)

Foss North America, Inc. multi-year trail

Foss North America, Inc.'s plans moved +14.4% in assets from 2022 to 2024; this filing shows Foss Nirsystems, Inc. Retirement Plan at $3M / N/A participants.

#3,874
in Manufacturing (18,722 peers): +10.1%
assets growth YoY

Foss Nirsystems, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Foss Nirsystems, Inc. Retirement Plan vs every filed plan by assets

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

$3,349,783 37th percentile higher than 37% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Foss Nirsystems, Inc. Retirement Plan reported net income rose from -$754K in the plan year 2022 filing to $307K in the plan year 2023 filing.
Foss Nirsystems, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840686936 · Foss North America, Inc. PY 2023 · Defined Benefit (Pension)

Foss Nirsystems, Inc. Retirement Plan · $3M · N/A · 37th

BOY $3M
SCH N/A
EBSA 37th
PART Defined Benefit (Pension)
TYPE near Yuan Zan Jessie Shaw Defined Benefit Pension Plan
NET ind #3874

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 Minnesota →

End-of-year total assets ($M) among Foss Nirsystems, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Foss North America, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 14.435615760455068% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$3M
2023	1	N/A	$3M
2024	1	N/A	$3M

Foss North America, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$307K
Employer EIN	840686936
Plan Effective Date	1997-05-02
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Minnesota

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Foss Nirsystems, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants

3M Employee Retirement Income Plan $14.3B · 10,638
Mayo Pension Plan $11.0B · 69,155
The Travelers Pension Plan $4.2B · 24,884
General Mills Pension Plan I $4.0B · 383
U.S. Bank Pension Plan $4.0B · 56,287

Compare Foss Nirsystems, Inc. Retirement Plan side-by-side with 3 peers →

Foss Nirsystems, Inc. Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Minnesota, the nearest Defined Benefit (Pension) by end-of-year assets is Yuan Zan Jessie Shaw Defined Benefit Pension Plan in CA at $3M (this filing: $3M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Yuan Zan Jessie Shaw Defined Benefit Pension Plan (CA) $3M · 1
Complete Care Community Health Center, Inc. Pension Plan (CA) $3M · 116
Shoaib a Hashmi Md PA Defined Benefit Plan (MD) $3M · 2
Cascade Eye & Skin Centers, P.C. Cash Balance Plan (WA) $3M · 166

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 Foss Nirsystems, Inc. Retirement Plan assets move in 2023? ▼

Foss Nirsystems, Inc. Retirement Plan grew at a solid clip - up 10.1% during 2023, from $3M to $3M. Reported net income was $307K.

How have Foss North America, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Foss North America, Inc.'s sponsor-wide assets grew 14.4%, from $3M to $3M.

Which Defined Benefit (Pension) plans are similar in size to Foss Nirsystems, Inc. Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Yuan Zan Jessie Shaw Defined Benefit Pension Plan in CA ($3M, 1 participant).

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 840686936.