401(k) · DOL Form 5500 · 2023

Fagron Holding USA LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
829
Participants Near avg headcount
83rd
Percentile by assets National rank
$47,161
Avg per participant Low balance/head
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Official DOL plan name: Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Fagron Holding USA LLC · Texas · Manufacturing

$39M in assets, 829 participants

Fagron Holding USA LLC's Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust reported $39M in total assets and 829 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,143 in Manufacturing (18,722 peers)

Where Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust sits by assets

Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $39M for 829 participants (~$47,161/participant), up 31.6% in 2023.

#14,143
in Manufacturing (18,722 peers)
+31.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$39,096,658 Top 17% higher than 83% 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

Fagron Holdings USA LLC 401(k) Profit Sharing 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. Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (829 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $30M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 783 in the plan year 2022 filing to 829 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421771479 · Fagron Holding USA LLC PY 2023 · 401(k)

Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust · $39M · 829 · 83rd

  • SCH $39M
  • EBSA 829
  • PART 83rd
  • TYPE 401(k)
  • NET near The Los Angeles Lakers, Inc. Retirement Savings Plan
  • BOOK ind #14143

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 Manufacturing retirement plans → · Plans in Texas →

Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Fagron Holdings USA LLC 401(k) Profit Sharing Plan & TrustFagron Holdings USA LLC 401(…$39MThe Los Angeles Lakers, Inc. Retirement Savings PlanThe Los Angeles Lakers, Inc.…$39MAura 401(k) Retirement Plan$39MJacobsen Pilot Service, Inc. 401(k) PlanJacobsen Pilot Service, Inc.…$39MWampum Hardware Co. Profit Sharing 401(k) PlanWampum Hardware Co. Profit S…$39M
End-of-year total assets ($M) among Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$39M
Net Income$9M
Employer EIN421771479
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fagron Holding USA LLC)

Sponsor-wide plan assets over time

All Fagron Holding USA LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 67.9407022481532% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.7M $49.9M ▲ +67.9%
Year Plans Participants Total Assets
2022 1 783 $30M
2023 1 829 $39M
2024 1 1,110 $50M

Nearby 401(k) Plans in Texas

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

Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.039096658 · Participants: 829Fagron Holdings USA LLC 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Los Angeles Lakers, Inc. Retirement Savings Plan in CA ($39M); by covered participants it is San Francisco Opera 403(b) Plan in CA (829 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (829 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 Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust surged - up 31.6% during 2023, from $30M to $39M. Reported net income was $9M.
How have Fagron Holding USA LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fagron Holding USA LLC's sponsor-wide assets grew 67.9%, from $30M to $50M.
Where does Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust ranks in the 83rd 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 Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Los Angeles Lakers, Inc. Retirement Savings Plan in CA ($39M, 184 participants).
Which 401(k) plans cover a similar participant headcount to Fagron Holdings USA LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is San Francisco Opera 403(b) Plan in CA (829 participants, $17M 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 421771479.

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.