401(k) · DOL Form 5500 · 2023

Fraser Industries 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
139
Participants Small participant base
35th
Percentile by assets National rank
$20,034
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fraser Industries Union Employees 401(k) · Sponsored by Fraser Industries · Wisconsin · Other Services

$3M in assets, 139 participants

Fraser Industries's Fraser Industries Union Employees 401(k) reported $3M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,617 in Other Services (7,857 peers)

Coverage in Wisconsin

Fraser Industries Union Employees 401(k) covers 139 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#4,617
in Other Services (7,857 peers)
+23.7%
assets growth YoY

Fraser Industries Union Employees 401(k)'s mid-pack asset rank among Other Services and all filers

Fraser Industries Union Employees 401(k) vs every filed plan by assets

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

$2,784,661 35th percentile higher than 35% 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

Fraser Industries Union Employees 401(k) 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. Fraser Industries Union Employees 401(k) sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fraser Industries Union Employees 401(k) reported net income rose from -$325K in the plan year 2022 filing to $590K in the plan year 2023 filing.
  • Fraser Industries Union Employees 401(k) end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fraser Industries Union Employees 401(k) reported participants fell from 162 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271970821 · Fraser Industries PY 2023 · 401(k)

Fraser Industries Union Employees 401(k) · $3M · 139 · 35th

  • BOOK $3M
  • VS-ST 139
  • BOY 35th
  • SCH 401(k)
  • EBSA near Taylor Concrete Products Inc 401(k) Plan
  • PART ind #4617

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 Other Services retirement plans → · Plans in Wisconsin →

Fraser Industries Union Employees 401(k) in the asset neighbourhood

Otto Instrument Service, Inc. Profit Sharing 401(k) PlanOtto Instrument Service, Inc…$3MCapital Area Health Network 401(k) Profit Sharing Plan and TCapital Area Health Network …$3MAssociation Partners, Inc. Safe Harbor Match 401(k) PlanAssociation Partners, Inc. S…$3MFraser Industries Union Employees 401(k)Fraser Industries Union Empl…$3MTaylor Concrete Products Inc 401(k) PlanTaylor Concrete Products Inc…$3M
End-of-year total assets ($M) among Fraser Industries Union Employees 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$590K
Employer EIN271970821
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fraser Industries)

Sponsor-wide plan assets over time

All Fraser Industries plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.037110310872016% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.25M $3.2M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 162 $2M
2023 1 139 $3M
2024 1 96 $3M

Nearby 401(k) Plans in Wisconsin

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

Fraser Industries Union Employees 401(k) vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Fraser Industries Union Employees 401(k), Total assets ($B): 0.002784661 · Participants: 139Fraser Industries Union Employees 401(k)Advocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Fraser Industries Union Employees 401(k) vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fraser Industries Union Employees 401(k) side-by-side with 3 peers →

Fraser Industries Union Employees 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Taylor Concrete Products Inc 401(k) Plan in NY ($3M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Fraser Industries Union Employees 401(k) assets move in 2023? ▼
Fraser Industries Union Employees 401(k) grew sharply - up 23.7% during 2023, from $2M to $3M. Reported net income was $590K.
How have Fraser Industries plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fraser Industries's sponsor-wide assets grew 42.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Fraser Industries Union Employees 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Taylor Concrete Products Inc 401(k) Plan in NY ($3M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Fraser Industries Union Employees 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants, N/A 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 271970821.

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.