401(k) · DOL Form 5500 · 2023
Fairbanks Morse, LLC 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 819
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $98,384
- Avg per participant Below avg balance/head
Official DOL plan name: Fairbanks Morse Retirement Savings Plan · Sponsored by Fairbanks Morse, LLC · Wisconsin · Manufacturing
$81M in assets, 819 participants
Fairbanks Morse, LLC's Fairbanks Morse Retirement Savings Plan reported $81M in total assets and 819 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #15,863 in Manufacturing (18,722 peers)
Where Fairbanks Morse Retirement Savings Plan sits by assets
Fairbanks Morse Retirement Savings Plan sits in the top 10% of all filed plans by assets, $81M for 819 participants (~$98,384/participant), up 24.5% in 2023.
- #15,863
- in Manufacturing (18,722 peers)
- +24.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Fairbanks Morse Retirement Savings Plan's outsized position by total assets
Fairbanks Morse Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,576,472 Top 10% higher than 90% 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
Fairbanks Morse Retirement 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. Fairbanks Morse Retirement Savings Plan sits mid-pack in the medium band (819 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fairbanks Morse Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Fairbanks Morse Retirement Savings Plan end-of-year assets rose from $65M in the plan year 2022 filing to $81M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 812933620 · Fairbanks Morse, LLC PY 2023 · 401(k)
Fairbanks Morse Retirement Savings Plan · $81M · 819 · 90th
- SCH $81M
- EBSA 819
- PART 90th
- TYPE 401(k)
- NET near Crocs, Inc. 401(k) Plan
- BOOK ind #15863
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 Wisconsin →
Fairbanks Morse Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $16M |
| Employer EIN | 812933620 |
| Plan Effective Date | 2020-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fairbanks Morse, LLC)
Sponsor-wide plan assets over time
All Fairbanks Morse, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 74.15887880866397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 817 | $65M |
| 2023 | 1 | 819 | $81M |
| 2024 | 1 | 1,109 | $113M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Fairbanks Morse Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Crocs, Inc. 401(k) Plan in CO ($81M); by covered participants it is Arjo Inc. 401(k) Plan in IL (819 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Crocs, Inc. 401(k) Plan (CO) $81M · 4,526
- Liberty Healthcare Services Retirement Plan (NC) $81M · 5,641
- Indiana Pipe Trades Defined Contribution Pension Plan (IN) $81M · 1,317
- Marquette Transportation Company 401(k) Plan (KY) $81M · 1,577
Similar participant headcount
Nearest other-state filings by covered participants (819 participants); asset peers above are excluded.
- Arjo Inc. 401(k) Plan (IL) 819 · 0 off
- Dime Community Bank 401(k) Plan (NY) 819 · 0 off
- Best Home Furnishings 401(k) Savings Plan (IN) 819 · 0 off
- Buckingham Strategic Partners Pooled Employer Plan (CA) 819 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.