401(k) · DOL Form 5500 · 2023

Fox Associates, L.L.C. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
131
Participants Small participant base
62nd
Percentile by assets National rank
$88,978
Avg per participant Below avg balance/head
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Official DOL plan name: Fox Associates Retirement Savings Plan · Sponsored by Fox Associates, L.L.C. · Missouri · Arts, Entertainment & Recreation

$12M in assets, 131 participants

Fox Associates, L.L.C.'s Fox Associates Retirement Savings Plan reported $12M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,253 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Missouri

Fox Associates Retirement Savings Plan covers 131 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $12M.

#2,253
in Arts, Entertainment & Recreation (2,945 peers)
+19.5%
assets growth YoY

Fox Associates Retirement Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Fox Associates Retirement Savings Plan vs every filed plan by assets

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

$11,656,179 Top 38% higher than 62% 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

Fox Associates 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. Fox Associates Retirement Savings Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fox Associates Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Fox Associates Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Fox Associates Retirement Savings Plan reported participants rose from 110 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431236719 · Fox Associates, L.L.C. PY 2023 · 401(k)

Fox Associates Retirement Savings Plan · $12M · 131 · 62nd

  • EIN $12M
  • RANK 131
  • PHOTO 62nd
  • IND 401(k)
  • EOY near Pinnacle Advertising 401(k) Plan
  • 5500 ind #2253

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 Arts, Entertainment & Recreation retirement plans → · Plans in Missouri →

Fox Associates Retirement Savings Plan in the asset neighbourhood

Fox Associates Retirement Savings PlanFox Associates Retirement Sa…$12MPinnacle Advertising 401(k) PlanPinnacle Advertising 401(k) …$12MAmerican Bakery Company 401(k) Profit Sharing PlanAmerican Bakery Company 401(…$12MBob Loquercio Auto Group 401(k) PlanBob Loquercio Auto Group 401…$12MTank Design, Inc. 401(k) Profit Sharing PlanTank Design, Inc. 401(k) Pro…$12M
End-of-year total assets ($M) among Fox Associates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN431236719
Plan Effective Date1993-01-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Fox Associates, L.L.C.)

Sponsor-wide plan assets over time

All Fox Associates, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.575235407242914% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.75M $12.4M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 110 $10M
2023 1 131 $12M
2024 1 142 $12M

Nearby 401(k) Plans in Missouri

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

Fox Associates Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Fox Associates Retirement Savings Plan, Total assets ($B): 0.011656179 · Participants: 131Fox Associates Retirement Savings PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Fox Associates Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Fox Associates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Pinnacle Advertising 401(k) Plan in IL ($12M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Fox Associates Retirement Savings Plan assets move in 2023?
Fox Associates Retirement Savings Plan grew sharply - up 19.5% during 2023, from $10M to $12M. Reported net income was $2M.
How have Fox Associates, L.L.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Fox Associates, L.L.C.'s sponsor-wide assets grew 27.6%, from $10M to $12M.
Which 401(k) plans are similar in size to Fox Associates Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Pinnacle Advertising 401(k) Plan in IL ($12M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Fox Associates Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants, N/A in assets).