401(k) · DOL Form 5500 · 2023

The Scott Fetzer Company 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
666
Participants Below avg headcount
90th
Percentile by assets National rank
$126,983
Avg per participant Near avg balance/head
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Official DOL plan name: The Scott Fetzer Retirement Savings Plan · Sponsored by The Scott Fetzer Company · Ohio · Manufacturing

$85M in assets, 666 participants

The Scott Fetzer Company's The Scott Fetzer Retirement Savings Plan reported $85M in total assets and 666 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,959 in Manufacturing (18,722 peers)

Where The Scott Fetzer Retirement Savings Plan sits by assets

The Scott Fetzer Retirement Savings Plan sits in the top 10% of all filed plans by assets, $85M for 666 participants (~$126,983/participant), up 9.6% in 2023.

#15,959
in Manufacturing (18,722 peers)
+9.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Scott Fetzer Retirement Savings Plan's outsized position by total assets

The Scott Fetzer Retirement Savings Plan vs every filed plan by assets

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

$84,570,879 Top 10% higher than 90% 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

The Scott Fetzer 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. The Scott Fetzer Retirement Savings Plan sits mid-pack in the medium band (666 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Scott Fetzer Retirement Savings Plan reported net income rose from -$20M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Scott Fetzer Retirement Savings Plan reported participants fell from 759 in the plan year 2022 filing to 666 in the plan year 2023 filing.
  • The Scott Fetzer Retirement Savings Plan end-of-year assets rose from $77M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470691256 · The Scott Fetzer Company PY 2023 · 401(k)

The Scott Fetzer Retirement Savings Plan · $85M · 666 · 90th

  • EBSA $85M
  • PART 666
  • TYPE 90th
  • NET 401(k)
  • BOOK near Red River 401(k) Retirement Plan
  • VS-ST ind #15959

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 Ohio →

The Scott Fetzer Retirement Savings Plan in the asset neighbourhood

The Scott Fetzer Retirement Savings PlanThe Scott Fetzer Retirement …$85MRed River 401(k) Retirement PlanRed River 401(k) Retirement …$85MSavings Plan for Union Employees of UnileverSavings Plan for Union Emplo…$85MAkrf, Inc. Profit Sharing Plan and 401(k) PlanAkrf, Inc. Profit Sharing Pl…$85MBrock Enterprises, LLC 401(k) PlanBrock Enterprises, LLC 401(k…$85M
End-of-year total assets ($M) among The Scott Fetzer Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$85M
Net Income$7M
Employer EIN470691256
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Scott Fetzer Company)

Sponsor-wide plan assets over time

All The Scott Fetzer Company plans reported in each filing year

Latest sponsor-wide plan assets
$84M 48.36966507080263% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $162M $83.9M ▼ -48.4%
Year Plans Participants Total Assets
2022 3 1,818 $162M
2023 3 1,754 $175M
2024 3 1,820 $84M

Nearby 401(k) Plans in Ohio

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

The Scott Fetzer Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Scott Fetzer Retirement Savings Plan, Total assets ($B): 0.084570879 · Participants: 666The Scott Fetzer Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Scott Fetzer Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Scott Fetzer Retirement Savings Plan side-by-side with 3 peers →

The Scott Fetzer Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Red River 401(k) Retirement Plan in NH ($85M); by covered participants it is Huffines Auto Dealerships Retirement Savings Plan in TX (666 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (666 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 The Scott Fetzer Retirement Savings Plan assets move in 2023? ▼
The Scott Fetzer Retirement Savings Plan grew at a solid clip - up 9.6% during 2023, from $77M to $85M. Reported net income was $7M.
How have The Scott Fetzer Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Scott Fetzer Company's sponsor-wide assets declined 48.4%, from $162M to $84M.
Where does The Scott Fetzer Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Scott Fetzer Retirement Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Scott Fetzer Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red River 401(k) Retirement Plan in NH ($85M, 590 participants).
Which 401(k) plans cover a similar participant headcount to The Scott Fetzer Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Huffines Auto Dealerships Retirement Savings Plan in TX (666 participants, $28M 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 470691256.

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.