401(k)
2023 plan-year 401(k) DOL Form 5500

Fillauer Companies 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Fillauer Companies, Inc. · Tennessee · Manufacturing

What the 2023 filing shows

Fillauer Companies 401(k) Savings Plan holds $18M for 165 participants — about $108,925 per participant, up 8.1% over the 2023 plan year.

$18M
total plan assets (2023 EOY)
165
covered participants
$108,925
avg assets per participant
+8.1%
assets growth YoY
Total Assets (2023)
$18M
Participants
165
State
Industry
Manufacturing

What the Filing Says About Fillauer Companies 401(k) Savings Plan

Fillauer Companies 401(k) Savings Plan is a 401(k) retirement plan sponsored by Fillauer Companies, Inc., headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 165 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 621474076, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2023 to $18M at year-end — a gain of 8.1%. Net assets (after liabilities) closed the year at $18M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$17M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$1M
Plan Type401(k)
Employer EIN621474076
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fillauer Companies, Inc.)

Year Plans Participants Total Assets
2022 1 179 $17M
2023 1 165 $18M
2024 1 157 N/A

Nearby 401(k) Plans in Tennessee

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

Frequently Asked Questions

How much money is in the Fillauer Companies 401(k) Savings Plan?
As of the 2023 Form 5500 filing, Fillauer Companies 401(k) Savings Plan holds $18M in total assets with 165 participants. It is sponsored by Fillauer Companies, Inc..
What type of plan is Fillauer Companies 401(k) Savings Plan?
Fillauer Companies 401(k) Savings Plan is a 401(k) plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 621474076.
Who sponsors the Fillauer Companies 401(k) Savings Plan?
Fillauer Companies 401(k) Savings Plan is sponsored by Fillauer Companies, Inc., located in Tennessee. The sponsor's EIN is 621474076 and the plan operates in the Manufacturing industry.
How did Fillauer Companies 401(k) Savings Plan perform in 2023?
Fillauer Companies 401(k) Savings Plan grew by 8.1% during 2023, moving from $17M to $18M in total assets. Net income was $1M.
Where can I find official filings for Fillauer Companies 401(k) Savings Plan?
Official Form 5500 filings for Fillauer Companies 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 621474076 or plan name at efast.dol.gov.
How does Fillauer Companies 401(k) Savings Plan compare to other plans?
You can compare Fillauer Companies 401(k) Savings Plan against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 621474076.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.