Profit Sharing · DOL Form 5500 · 2023

Fenwal International, Inc. Profit Sharing Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
869
Participants Near avg headcount
77th
Percentile by assets National rank
$29,995
Avg per participant Low balance/head
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Official DOL plan name: Fenwal International, Inc. Savings and Retirement Plan · Sponsored by Fenwal International, Inc. · Puerto Rico · Healthcare & Social Assistance

$26M in assets, 869 participants

Fenwal International, Inc.'s Fenwal International, Inc. Savings and Retirement Plan reported $26M in total assets and 869 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,268 in Healthcare & Social Assistance (17,684 peers)

Coverage in Puerto Rico

Fenwal International, Inc. Savings and Retirement Plan covers 869 participants in Puerto Rico, 9.7x the typical Puerto Rico plan (state average ~89 per filing). Assets: $26M.

#14,268
in Healthcare & Social Assistance (17,684 peers)
+19.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fenwal International, Inc. Savings and Retirement Plan's outsized position by total assets

Fenwal International, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$26,065,793 Top 23% higher than 77% 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

Fenwal International, Inc. Savings and Retirement 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. Fenwal International, Inc. Savings and Retirement Plan sits mid-pack in the medium band (869 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fenwal International, Inc. Savings and Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Fenwal International, Inc. Savings and Retirement Plan reported participants fell from 1,122 in the plan year 2022 filing to 869 in the plan year 2023 filing.
  • Fenwal International, Inc. Savings and Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 980517868 · Fenwal International, Inc. PY 2023 · Profit Sharing

Fenwal International, Inc. Savings and Retirement Plan · $26M · 869 · 77th

  • ASSETS $26M
  • PCT 869
  • EIN 77th
  • RANK Profit Sharing
  • PHOTO near Lifesouth Retirement Plan
  • IND ind #14268

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 Healthcare & Social Assistance retirement plans → · Plans in Puerto Rico →

Fenwal International, Inc. Savings and Retirement Plan in the asset neighbourhood

Fenwal International, Inc. Savings and Retirement PlanFenwal International, Inc. S…$26MLifesouth Retirement Plan$26MThe Promptcare Companies, Inc. 401(k) PlanThe Promptcare Companies, In…$26MServices for the Underserved 403(b) PlanServices for the Underserved…$26MSouthwestern College Employee Retirement PlanSouthwestern College Employe…$26M
End-of-year total assets ($M) among Fenwal International, Inc. Savings and Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN980517868
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fenwal International, Inc.)

Sponsor-wide plan assets over time

All Fenwal International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 34.42679928468979% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.8M $29.3M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 1,122 $22M
2023 1 869 $26M
2024 1 910 $29M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Fenwal International, Inc. Savings and Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Fenwal International, Inc. Savings and Retirement Plan, Total assets ($M): 26.065793 · Participants: 869Fenwal International, Inc. Savings and Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Fenwal International, Inc. Savings and Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Fenwal International, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Fenwal International, Inc. Savings and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Lifesouth Retirement Plan in FL ($26M); by covered participants it is Bronxcare Health System Retirement Plan in NY (865 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (869 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 Fenwal International, Inc. Savings and Retirement Plan assets move in 2023? ▼
Fenwal International, Inc. Savings and Retirement Plan grew sharply - up 19.5% during 2023, from $22M to $26M. Reported net income was $4M.
How have Fenwal International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fenwal International, Inc.'s sponsor-wide assets grew 34.4%, from $22M to $29M.
Where does Fenwal International, Inc. Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Fenwal International, Inc. Savings and Retirement Plan ranks in the 77th 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 Profit Sharing plans are similar in size to Fenwal International, Inc. Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lifesouth Retirement Plan in FL ($26M, 629 participants).
Which Profit Sharing plans cover a similar participant headcount to Fenwal International, Inc. Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Bronxcare Health System Retirement Plan in NY (865 participants, $123M 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 980517868.

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.