Money Purchase · DOL Form 5500 · 2023

Fraunhofer USA, Inc. Money Purchase Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
128
Participants Small participant base
82nd
Percentile by assets National rank
$299,816
Avg per participant High balance/head
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Official DOL plan name: Fraunhofer USA, Inc. 401(a) DC Plan · Sponsored by Fraunhofer USA, Inc. · Michigan · Other Services

$38M in assets, 128 participants

Fraunhofer USA, Inc.'s Fraunhofer USA, Inc. 401(a) DC Plan reported $38M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,217 in Other Services (7,857 peers)

Coverage in Michigan

Fraunhofer USA, Inc. 401(a) DC Plan covers 128 participants in Michigan, about 20% of the average Michigan filer (state average ~638 per filing). Assets: $38M.

#7,217
in Other Services (7,857 peers)
+19.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Fraunhofer USA, Inc. 401(a) DC Plan's outsized position by total assets

Fraunhofer USA, Inc. 401(a) DC Plan vs every filed plan by assets

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

$38,376,457 Top 18% higher than 82% 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

Fraunhofer USA, Inc. 401(a) DC 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. Fraunhofer USA, Inc. 401(a) DC Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fraunhofer USA, Inc. 401(a) DC Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Fraunhofer USA, Inc. 401(a) DC Plan end-of-year assets rose from $32M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Fraunhofer USA, Inc. 401(a) DC Plan reported participants rose from 119 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383203030 · Fraunhofer USA, Inc. PY 2023 · Money Purchase

Fraunhofer USA, Inc. 401(a) DC Plan · $38M · 128 · 82nd

  • BOY $38M
  • BOY 128
  • BOY 82nd
  • BOY Money Purchase
  • BOY near IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity
  • BOY ind #7217

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 Other Services retirement plans → · Plans in Michigan →

Fraunhofer USA, Inc. 401(a) DC Plan in the asset neighbourhood

Gtcr Retirement Plan$38MPipe Fitters Local Union #211 Defined Contribution Retirement PlanPipe Fitters Local Union #21…$38MIBEW Local Nos 570 & 518 and Southern Az Chap NECA AnnuityIBEW Local Nos 570 & 518 and…$38MFraunhofer USA, Inc. 401(a) DC PlanFraunhofer USA, Inc. 401(a) …$38MRowland Hall, Saint Mark's School 403(b) DC PlanRowland Hall, Saint Mark's S…$38M
End-of-year total assets ($M) among Fraunhofer USA, Inc. 401(a) DC Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN383203030
Plan Effective Date1999-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fraunhofer USA, Inc.)

Sponsor-wide plan assets over time

All Fraunhofer USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62M 32.17387319176564% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.2M $62.4M ▲ +32.2%
Year Plans Participants Total Assets
2022 2 193 $47M
2023 2 197 $56M
2024 2 178 $62M

Nearby Money Purchase Plans in Michigan

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Fraunhofer USA, Inc. 401(a) DC Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.5 Total assets ($B) Participants Fraunhofer USA, Inc. 401(a) DC Plan, Total assets ($B): 0.038376457 · Participants: 128Fraunhofer USA, Inc. 401(a) DC PlanCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.421429732 · Participants: 31968Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.50045968 · Participants: 17454Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($B): 0.305771293 · Participants: 2267Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.236635964 · Participants: 7464Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.226480347 · Participants: 1081P & M Holding Group, LLP & Affiliated Entities Pension Plan
Fraunhofer USA, Inc. 401(a) DC Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Fraunhofer USA, Inc. 401(a) DC Plan side-by-side with 3 peers →

Fraunhofer USA, Inc. 401(a) DC Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity in AZ ($38M); by covered participants it is Kai Ming, Inc. 403(b) Defined Contribution Retirem in CA (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Fraunhofer USA, Inc. 401(a) DC Plan assets move in 2023? ▼
Fraunhofer USA, Inc. 401(a) DC Plan grew sharply - up 19.5% during 2023, from $32M to $38M. Reported net income was $6M.
How have Fraunhofer USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fraunhofer USA, Inc.'s sponsor-wide assets grew 32.2%, from $47M to $62M.
Where does Fraunhofer USA, Inc. 401(a) DC Plan rank by assets among Form 5500 filers? ▼
Fraunhofer USA, Inc. 401(a) DC Plan ranks in the 82nd 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 Money Purchase plans are similar in size to Fraunhofer USA, Inc. 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity in AZ ($38M, 1,484 participants).
Which Money Purchase plans cover a similar participant headcount to Fraunhofer USA, Inc. 401(a) DC Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Kai Ming, Inc. 403(b) Defined Contribution Retirem in CA (128 participants, $3M 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 383203030.

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.