401(k) · DOL Form 5500 · 2023

Fusion Management Services LLC 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
526
Participants Below avg headcount
89th
Percentile by assets National rank
$145,577
Avg per participant Above avg balance/head
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Official DOL plan name: Fusion 401(k) Plan · Sponsored by Fusion Management Services LLC · Georgia · Information & Media

$77M in assets, 526 participants

Fusion Management Services LLC's Fusion 401(k) Plan reported $77M in total assets and 526 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,387 in Information & Media (2,818 peers)

Coverage in Georgia

Fusion 401(k) Plan covers 526 participants in Georgia, about 48% of the average Georgia filer (state average ~1,096 per filing). Assets: $77M.

#2,387
in Information & Media (2,818 peers)
+11.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Fusion 401(k) Plan's outsized position by total assets

Fusion 401(k) Plan vs every filed plan by assets

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

$76,573,599 Top 11% higher than 89% 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 401(k) 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. Fusion 401(k) Plan sits mid-pack in the medium band (526 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fusion 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fusion 401(k) Plan reported participants fell from 667 in the plan year 2022 filing to 526 in the plan year 2023 filing.
  • Fusion 401(k) Plan end-of-year assets rose from $69M in the plan year 2022 filing to $77M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 481195597 · Fusion Management Services LLC PY 2023 · 401(k)

Fusion 401(k) Plan · $77M · 526 · 89th

  • SCH $77M
  • SCH 526
  • SCH 89th
  • SCH 401(k)
  • SCH near Tinker Federal Credit Union & Affiliated Companies Profit Sharing & Savings Plan
  • SCH ind #2387

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 Information & Media retirement plans → · Plans in Georgia →

Fusion 401(k) Plan in the asset neighbourhood

Lgi Homes, Inc. 401(k) Plan$77MFusion 401(k) Plan$77MTinker Federal Credit Union & Affiliated Companies Profit Sharing & Savings PlanTinker Federal Credit Union …$77MDeer Park Refining, LP Retirement Benefits PlanDeer Park Refining, LP Retir…$77MAunt Millie's Bakeries 401(k) Savings PlanAunt Millie's Bakeries 401(k…$77M
End-of-year total assets ($M) among Fusion 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$77M
Net Income$8M
Employer EIN481195597
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fusion Management Services LLC)

Sponsor-wide plan assets over time

All Fusion Management Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$77M 12.739628302641757% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $68.6M $77.4M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 667 $69M
2023 1 526 $77M
2024 1 464 $77M

Nearby 401(k) Plans in Georgia

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

Fusion 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Fusion 401(k) Plan, Total assets ($B): 0.076573599 · Participants: 526Fusion 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Fusion 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Fusion 401(k) Plan side-by-side with 3 peers →

Fusion 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Tinker Federal Credit Union & Affiliated Companies Profit Sharing & Savings Plan in OK ($77M); by covered participants it is Olney Bancshares of Texas, Inc. Employees 401(k) Retirement Plan and Trust in TX (526 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (526 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 401(k) Plan assets move in 2023? ▼
Fusion 401(k) Plan grew at a solid clip - up 11.6% during 2023, from $69M to $77M. Reported net income was $8M.
How have Fusion Management Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fusion Management Services LLC's sponsor-wide assets grew 12.7%, from $69M to $77M.
Where does Fusion 401(k) Plan rank by assets among Form 5500 filers? ▼
Fusion 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fusion 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tinker Federal Credit Union & Affiliated Companies Profit Sharing & Savings Plan in OK ($77M, 1,185 participants).
Which 401(k) plans cover a similar participant headcount to Fusion 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Olney Bancshares of Texas, Inc. Employees 401(k) Retirement Plan and Trust in TX (526 participants, $44M 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 481195597.

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.