401(k) · DOL Form 5500 · 2023

William F Fenton, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
170
Participants Small participant base
62nd
Percentile by assets National rank
$68,910
Avg per participant Below avg balance/head
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Official DOL plan name: William F Fenton, LLC 401(k) Plan · Sponsored by William F Fenton, LLC · New Hampshire · Retail Trade

$12M in assets, 170 participants

William F Fenton, LLC's William F Fenton, LLC 401(k) Plan reported $12M in total assets and 170 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.

  • #6,135 in Retail Trade (8,414 peers)

2023 asset change

William F Fenton, LLC 401(k) Plan grew at a solid clip 14.1% in 2023 ($10M → $12M) for 170 participants.

#6,135
in Retail Trade (8,414 peers)
+14.1%
assets growth YoY

William F Fenton, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

William F Fenton, LLC 401(k) Plan vs every filed plan by assets

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

$11,714,633 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

William F Fenton, LLC 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. William F Fenton, LLC 401(k) Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William F Fenton, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • William F Fenton, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • William F Fenton, LLC 401(k) Plan reported participants rose from 162 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020396507 · William F Fenton, LLC PY 2023 · 401(k)

William F Fenton, LLC 401(k) Plan · $12M · 170 · 62nd

  • BOY $12M
  • BOY 170
  • BOY 62nd
  • BOY 401(k)
  • BOY near Short Block Technologies Inc. 401(k) Profit Sharing Plan & Trust
  • BOY ind #6135

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 Retail Trade retirement plans → · Plans in New Hampshire →

William F Fenton, LLC 401(k) Plan in the asset neighbourhood

Minerva Networks, Inc. 401(k) PlanMinerva Networks, Inc. 401(k…$12MWilliam F Fenton, LLC 401(k) PlanWilliam F Fenton, LLC 401(k)…$12MShort Block Technologies Inc. 401(k) Profit Sharing Plan & TrustShort Block Technologies Inc…$12MIberia Comprehensive Community Health Center, Inc 401(k) Plan and TrustIberia Comprehensive Communi…$12MVertek Corporation 401(k) Savings PlanVertek Corporation 401(k) Sa…$12M
End-of-year total assets ($M) among William F Fenton, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

William F Fenton, LLC years around the 2023 move

Sponsor-wide plan assets over time

All William F Fenton, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 6.312336222506339% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.3M $10.9M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 162 $10M
2023 1 170 $12M
2024 1 167 $11M

2023 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN020396507
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

William F Fenton, LLC 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants William F Fenton, LLC 401(k) Plan, Total assets ($M): 11.714633 · Participants: 170William F Fenton, LLC 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
William F Fenton, LLC 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare William F Fenton, LLC 401(k) Plan side-by-side with 3 peers →

William F Fenton, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Short Block Technologies Inc. 401(k) Profit Sharing Plan & Trust in FL ($12M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 William F Fenton, LLC 401(k) Plan assets move in 2023? ▼
William F Fenton, LLC 401(k) Plan grew at a solid clip - up 14.1% during 2023, from $10M to $12M. Reported net income was $1M.
How have William F Fenton, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William F Fenton, LLC's sponsor-wide assets grew 6.3%, from $10M to $11M.
Which 401(k) plans are similar in size to William F Fenton, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Short Block Technologies Inc. 401(k) Profit Sharing Plan & Trust in FL ($12M, 190 participants).
Which 401(k) plans cover a similar participant headcount to William F Fenton, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 020396507.

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.