401(k) · DOL Form 5500 · 2023

Fusion Family Wealth, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
33rd
Percentile by assets National rank
$281,591
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fusion Family Wealth, LLC 401(k) Profit Sharing Plan · Sponsored by Fusion Family Wealth, LLC · New York · Finance & Insurance

$3M in assets, 9 participants

Fusion Family Wealth, LLC's Fusion Family Wealth, LLC 401(k) Profit Sharing Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,044 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 Fusion Family Wealth, LLC 401(k) Profit Sharing Plan at $3M / 9 participants.

#2,044
in Finance & Insurance (8,869 peers)
+34.7%
assets growth YoY

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,534,323 33rd percentile higher than 33% 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

Fusion Family Wealth, LLC 401(k) Profit Sharing 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. Fusion Family Wealth, LLC 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fusion Family Wealth, LLC 401(k) Profit Sharing Plan reported net income rose from -$169K in the plan year 2022 filing to $652K in the plan year 2023 filing.
  • Fusion Family Wealth, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fusion Family Wealth, LLC 401(k) Profit Sharing Plan reported participants rose from 8 in the plan year 2022 filing to 9 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 · 401(k)

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan · $3M · 9 · 33rd

  • NET $3M
  • BOOK 9
  • VS-ST 33rd
  • BOY 401(k)
  • SCH near Subcon, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #2044

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 →

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Fusion Family Wealth, LLC 401(k) Profit Sharing PlanFusion Family Wealth, LLC 40…$3MSubcon, Inc. 401(k) Profit Sharing PlanSubcon, Inc. 401(k) Profit S…$3MRide Now Motors 401(k) Plan$3MSage Health Care PLLC 401(k) Profit Sharing PlanSage Health Care PLLC 401(k)…$3MTransylvania Vocational Services, Inc. 401(k) PlanTransylvania Vocational Serv…$3M
End-of-year total assets ($M) among Fusion Family Wealth, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) 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)$2M
Net Assets (End of Year)$3M
Net Income$652K
Employer EIN464069582
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fusion Family Wealth, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002534323 · Participants: 9Fusion Family Wealth, LLC 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Fusion Family Wealth, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fusion Family Wealth, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fusion Family Wealth, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Subcon, Inc. 401(k) Profit Sharing Plan in CT ($3M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Fusion Family Wealth, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Fusion Family Wealth, LLC 401(k) Profit Sharing Plan surged - up 34.7% during 2023, from $2M to $3M. Reported net income was $652K.
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.
Which 401(k) plans are similar in size to Fusion Family Wealth, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Subcon, Inc. 401(k) Profit Sharing Plan in CT ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Fusion Family Wealth, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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.