401(k) · DOL Form 5500 · 2023

Fox Head, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
235
Participants Below avg headcount
76th
Percentile by assets National rank
$105,883
Avg per participant Below avg balance/head
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Official DOL plan name: Fox Head, Inc. Retirement Trust · Sponsored by Fox Head, Inc. · California · Manufacturing

$25M in assets, 235 participants

Fox Head, Inc.'s Fox Head, Inc. Retirement Trust reported $25M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,597 in Manufacturing (18,722 peers)

Coverage in California

Fox Head, Inc. Retirement Trust covers 235 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $25M.

#12,597
in Manufacturing (18,722 peers)
+21.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Fox Head, Inc. Retirement Trust's outsized position by total assets

Fox Head, Inc. Retirement Trust vs every filed plan by assets

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

$24,882,498 Top 24% higher than 76% 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

Fox Head, Inc. Retirement Trust 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. Fox Head, Inc. Retirement Trust sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fox Head, Inc. Retirement Trust reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Fox Head, Inc. Retirement Trust end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942296099 · Fox Head, Inc. PY 2023 · 401(k)

Fox Head, Inc. Retirement Trust · $25M · 235 · 76th

  • VS-ST $25M
  • VS-ST 235
  • VS-ST 76th
  • VS-ST 401(k)
  • VS-ST near Trupanion 401(k) Plan
  • VS-ST ind #12597

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 California →

Fox Head, Inc. Retirement Trust in the asset neighbourhood

Keystone Strategy LLC 401(k) Profit Sharing Plan and TrustKeystone Strategy LLC 401(k)…$25MHukariascendent, Inc. 401(k) Profit Sharing PlanHukariascendent, Inc. 401(k)…$25MFox Head, Inc. Retirement TrustFox Head, Inc. Retirement Tr…$25MTrupanion 401(k) Plan$25MShawmut LLC 401(k) Savings PlanShawmut LLC 401(k) Savings P…$25M
End-of-year total assets ($M) among Fox Head, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN942296099
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fox Head, Inc.)

Sponsor-wide plan assets over time

All Fox Head, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 26.72810897661273% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.5M $25.9M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 237 $20M
2023 1 235 $25M
2024 2 357 $26M

Nearby 401(k) Plans in California

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

Fox Head, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fox Head, Inc. Retirement Trust, Total assets ($B): 0.024882498 · Participants: 235Fox Head, Inc. Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Fox Head, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Fox Head, Inc. Retirement Trust side-by-side with 3 peers →

Fox Head, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Trupanion 401(k) Plan in WA ($25M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Fox Head, Inc. Retirement Trust assets move in 2023? ▼
Fox Head, Inc. Retirement Trust grew sharply - up 21.7% during 2023, from $20M to $25M. Reported net income was $4M.
How have Fox Head, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fox Head, Inc.'s sponsor-wide assets grew 26.7%, from $20M to $26M.
Where does Fox Head, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Fox Head, Inc. Retirement Trust ranks in the 76th 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 Fox Head, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Trupanion 401(k) Plan in WA ($25M, 1,005 participants).
Which 401(k) plans cover a similar participant headcount to Fox Head, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 942296099.

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.