401(k) · DOL Form 5500 · 2023

Fusion Employer Services, LLC 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
1,962
Participants Near avg headcount
89th
Percentile by assets National rank
$39,226
Avg per participant Low balance/head
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Official DOL plan name: Fusion Employer Services Retirement Savings Plan · Sponsored by Fusion Employer Services, LLC · New Jersey · Administrative & Support Services

$77M in assets, 1,962 participants

Fusion Employer Services, LLC's Fusion Employer Services Retirement Savings Plan reported $77M in total assets and 1,962 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.

  • #4,152 in Administrative & Support Services (4,372 peers)

Coverage in New Jersey

Fusion Employer Services Retirement Savings Plan covers 1,962 participants in New Jersey, 2.3x the typical New Jersey plan (state average ~844 per filing). Assets: $77M.

#4,152
in Administrative & Support Services (4,372 peers)
+31.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Fusion Employer Services Retirement Savings Plan's outsized position by total assets

Fusion Employer Services Retirement Savings Plan vs every filed plan by assets

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

$76,961,421 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 Employer Services Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fusion Employer Services Retirement Savings Plan lands in the large band (1,962 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fusion Employer Services Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Fusion Employer Services Retirement Savings Plan end-of-year assets rose from $58M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Fusion Employer Services Retirement Savings Plan reported participants rose from 1,524 in the plan year 2022 filing to 1,962 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134337327 · Fusion Employer Services, LLC PY 2023 · 401(k)

Fusion Employer Services Retirement Savings Plan · $77M · 1,962 · 89th

  • IND $77M
  • IND 1,962
  • IND 89th
  • IND 401(k)
  • IND near Burberry Limited 401(k) Retirement Plan and Trust
  • IND ind #4152

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 Administrative & Support Services retirement plans → · Plans in New Jersey →

Fusion Employer Services Retirement Savings Plan in the asset neighbourhood

Ttai 401(k) Plan$77MFusion Employer Services Retirement Savings PlanFusion Employer Services Ret…$77MBurberry Limited 401(k) Retirement Plan and TrustBurberry Limited 401(k) Reti…$77MMidwest Anesthesiologists, Ltd. Profit Sharing Plan and TrustMidwest Anesthesiologists, L…$77MOci Americas Savings Plan$77M
End-of-year total assets ($M) among Fusion Employer Services Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$77M
Net Income$13M
Employer EIN134337327
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fusion Employer Services, LLC)

Sponsor-wide plan assets over time

All Fusion Employer Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$50M$100M 202220232024 $58.3M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1,524 $58M
2023 1 1,962 $77M
2024 1 2,130 N/A

Nearby 401(k) Plans in New Jersey

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

Fusion Employer Services Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Fusion Employer Services Retirement Savings Plan, Total assets ($B): 0.076961421 · Participants: 1962Fusion Employer Services Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Fusion Employer Services Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Fusion Employer Services Retirement Savings Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Burberry Limited 401(k) Retirement Plan and Trust in NY ($77M); by covered participants it is Geisinger Health Plan 401(k) Savings Plan in PA (1,962 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,962 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 Employer Services Retirement Savings Plan assets move in 2023? ▼
Fusion Employer Services Retirement Savings Plan surged - up 31.9% during 2023, from $58M to $77M. Reported net income was $13M.
Where does Fusion Employer Services Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Fusion Employer Services Retirement Savings 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 Employer Services Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Burberry Limited 401(k) Retirement Plan and Trust in NY ($77M, 913 participants).
Which 401(k) plans cover a similar participant headcount to Fusion Employer Services Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Geisinger Health Plan 401(k) Savings Plan in PA (1,962 participants, $175M 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 134337327.

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.