Profit Sharing · DOL Form 5500 · 2023

Fenwal International, Inc. Profit Sharing Plan

Data updated 2026-08-11

$26M
Total assets
869
Participants
77th
Percentile by assets
$29,995
Avg per participant
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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.

  • 77th percentile by assets (of 127,072 plans)
  • #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.

$26M
total plan assets (2023 EOY)
869
covered participants
77th
percentile by assets (of 127,072 plans)
$29,995
avg assets per participant

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 →

Participants vs Puerto Rico filers

In Puerto Rico, the average filing covers about 89 participants across 1,924 plans. Fenwal International, Inc. Savings and Retirement Plan reports 869 participants - 9.7x that state average ($26M EOY assets).

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.)

$20M$25M$30M$35M 202220232024 $21.8M $29.3M ▲ +34.4%
Total plan assets by year, all Fenwal International, Inc. plans on file
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

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…The Retirement and S…Popular, Inc. Pr Sav…The Savings Plan for…Hewlett Packard Ente…The Oriental Bank Co…
Fenwal International, Inc. Savings and Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Fenwal International, Inc. Savings and Retirement Plan by total assets, not by location.

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).

Next read for Fenwal International, Inc. Savings and R…

Filing takeaways

Ways to act on Fenwal International, Inc. Savings and Retirement Plan's numbers.