Defined Benefit (Pension) · DOL Form 5500 · 2023

Fusion Family Wealth, LLC Pension Plan

Data updated 2026-08-25

$463K
Total assets Small plan by assets
5
Participants Small participant base
17th
Percentile by assets National rank
$92,537
Avg per participant Below avg balance/head
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Official DOL plan name: Ffw Cash Balance Plan · Sponsored by Fusion Family Wealth, LLC · New York · Finance & Insurance

$463K in assets, 5 participants

Fusion Family Wealth, LLC's Ffw Cash Balance Plan reported $463K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #934 in Finance & Insurance (8,869 peers)

Fusion Family Wealth, LLC multi-year trail

Fusion Family Wealth, LLC's plans moved +74.4% in assets from 2022 to 2024; this filing shows Ffw Cash Balance Plan at $463K / 5 participants.

#934
in Finance & Insurance (8,869 peers)
+46.2%
assets growth YoY

Ffw Cash Balance Plan among the smaller filed plans by assets

Ffw Cash Balance Plan vs every filed plan by assets

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

$462,686 17th percentile higher than 17% 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

Ffw Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ffw Cash Balance Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ffw Cash Balance Plan reported net income rose from $99K in the plan year 2022 filing to $146K in the plan year 2023 filing.
  • Ffw Cash Balance Plan end-of-year assets rose from $317K in the plan year 2022 filing to $463K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 464069582 · Fusion Family Wealth, LLC PY 2023 · Defined Benefit (Pension)

Ffw Cash Balance Plan · $463K · 5 · 17th

  • SCH $463K
  • SCH 5
  • SCH 17th
  • SCH Defined Benefit (Pension)
  • SCH near Addiego Orthodontics LLC Cash Balance Plan
  • SCH ind #934

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 Finance & Insurance retirement plans → · Plans in New York →

Ffw Cash Balance Plan in the asset neighbourhood

Addiego Orthodontics LLC Cash Balance PlanAddiego Orthodontics LLC Cas…$465KBrilliant Consulting Group Defined Benefit Pension PlanBrilliant Consulting Group D…$469KFfw Cash Balance Plan$463KProject Ninety, Inc. Pension PlanProject Ninety, Inc. Pension…$458KMark Polan, a Professional Law Corporation Defined Benefit Pension PlanMark Polan, a Professional L…$457K
End-of-year total assets ($M) among Ffw Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Fusion Family Wealth, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fusion Family Wealth, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 74.43771878115697% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.2M $3.84M ▲ +74.5%
Year Plans Participants Total Assets
2022 2 13 $2M
2023 2 14 $3M
2024 2 13 $4M

Fusion Family Wealth, LLC filing trail (2023)

Total Assets (Beginning of Year)$317K
Net Assets (End of Year)$463K
Net Income$146K
Employer EIN464069582
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Ffw Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Ffw Cash Balance Plan, Total assets ($B): 0.000462686 · Participants: 5Ffw Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Ffw Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ffw Cash Balance Plan side-by-side with 3 peers →

Ffw Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Addiego Orthodontics LLC Cash Balance Plan in NJ ($465K); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Ffw Cash Balance Plan assets move in 2023? ▼
Ffw Cash Balance Plan surged - up 46.2% during 2023, from $317K to $463K. Reported net income was $146K.
How have Fusion Family Wealth, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fusion Family Wealth, LLC's sponsor-wide assets grew 74.4%, from $2M to $4M.
Where does Ffw Cash Balance Plan rank by assets among Form 5500 filers? ▼
Ffw Cash Balance Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Ffw Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Addiego Orthodontics LLC Cash Balance Plan in NJ ($465K, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ffw Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 464069582.

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.