401(k) · DOL Form 5500 · 2023

Fusion Risk Management, Inc 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
237
Participants Below avg headcount
71st
Percentile by assets National rank
$78,572
Avg per participant Below avg balance/head
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Official DOL plan name: Fusion Risk Management, Inc. 401(k) Plan & Trust · Sponsored by Fusion Risk Management, Inc · Illinois · Professional & Technical Services

$19M in assets, 237 participants

Fusion Risk Management, Inc's Fusion Risk Management, Inc. 401(k) Plan & Trust reported $19M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,410 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Fusion Risk Management, Inc. 401(k) Plan & Trust covers 237 participants in Illinois, about 30% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#14,410
in Professional & Technical Services (20,321 peers)
+38.7%
assets growth YoY

Fusion Risk Management, Inc. 401(k) Plan & Trust's outsized position by total assets

Fusion Risk Management, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$18,621,661 Top 29% higher than 71% 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 Risk Management, Inc. 401(k) Plan & Trust 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. Fusion Risk Management, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fusion Risk Management, Inc. 401(k) Plan & Trust reported net income rose from $881K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Fusion Risk Management, Inc. 401(k) Plan & Trust end-of-year assets rose from $13M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Fusion Risk Management, Inc. 401(k) Plan & Trust reported participants rose from 187 in the plan year 2022 filing to 237 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204772630 · Fusion Risk Management, Inc PY 2023 · 401(k)

Fusion Risk Management, Inc. 401(k) Plan & Trust · $19M · 237 · 71st

  • NET $19M
  • BOOK 237
  • VS-ST 71st
  • BOY 401(k)
  • SCH near The Cersosimo Companies 401(k) Savings & Investment Plan
  • EBSA ind #14410

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Fusion Risk Management, Inc. 401(k) Plan & Trust in the asset neighbourhood

Fusion Risk Management, Inc. 401(k) Plan & TrustFusion Risk Management, Inc.…$19MThe Cersosimo Companies 401(k) Savings & Investment PlanThe Cersosimo Companies 401(…$19MCoins USA Retirement Plan$19MMg Engineering Dpc 401(k) Profit Sharing Plan and TrustMg Engineering Dpc 401(k) Pr…$19MInspirata Inc. 401(k) Plan$19M
End-of-year total assets ($M) among Fusion Risk Management, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN204772630
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fusion Risk Management, Inc)

Sponsor-wide plan assets over time

All Fusion Risk Management, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$24M 78.71008778740945% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.4M $24M ▲ +78.6%
Year Plans Participants Total Assets
2022 1 187 $13M
2023 1 237 $19M
2024 1 238 $24M

Nearby 401(k) Plans in Illinois

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

Fusion Risk Management, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fusion Risk Management, Inc. 401(k) Plan & Trust, Total assets ($B): 0.018621661 · Participants: 237Fusion Risk Management, Inc. 401(k) Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Fusion Risk Management, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fusion Risk Management, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Fusion Risk Management, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Cersosimo Companies 401(k) Savings & Investment Plan in VT ($19M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Risk Management, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Fusion Risk Management, Inc. 401(k) Plan & Trust surged - up 38.7% during 2023, from $13M to $19M. Reported net income was $5M.
How have Fusion Risk Management, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fusion Risk Management, Inc's sponsor-wide assets grew 78.7%, from $13M to $24M.
Which 401(k) plans are similar in size to Fusion Risk Management, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Cersosimo Companies 401(k) Savings & Investment Plan in VT ($19M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Fusion Risk Management, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (237 participants, $845K 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 204772630.

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.