401(k) · DOL Form 5500 · 2023

Fuerst Group, Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
558
Participants Below avg headcount
87th
Percentile by assets National rank
$101,596
Avg per participant Below avg balance/head
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Official DOL plan name: Fuerst Group 401(k) Plan · Sponsored by Fuerst Group, Inc. · California · Wholesale Trade

$57M in assets, 558 participants

Fuerst Group, Inc.'s Fuerst Group 401(k) Plan reported $57M in total assets and 558 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,568 in Wholesale Trade (6,309 peers)

Where Fuerst Group 401(k) Plan sits by assets

Fuerst Group 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 558 participants (~$101,596/participant), up 23.1% in 2023.

#5,568
in Wholesale Trade (6,309 peers)
+23.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Fuerst Group 401(k) Plan's outsized position by total assets

Fuerst Group 401(k) Plan vs every filed plan by assets

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

$56,690,304 Top 13% higher than 87% 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

Fuerst Group 401(k) 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. Fuerst Group 401(k) Plan sits mid-pack in the medium band (558 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fuerst Group 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Fuerst Group 401(k) Plan end-of-year assets rose from $46M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Fuerst Group 401(k) Plan reported participants rose from 517 in the plan year 2022 filing to 558 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942943765 · Fuerst Group, Inc. PY 2023 · 401(k)

Fuerst Group 401(k) Plan · $57M · 558 · 87th

  • ASSETS $57M
  • PCT 558
  • EIN 87th
  • RANK 401(k)
  • PHOTO near Trividia Health, Inc. Employee Flexible Compensation Plan
  • IND ind #5568

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 Wholesale Trade retirement plans → · Plans in California →

Fuerst Group 401(k) Plan in the asset neighbourhood

Site Centers Corp. 401(k) Plan & TrustSite Centers Corp. 401(k) Pl…$57MUniversity Physicians of Brooklyn, Inc. Incentive Savings TrustUniversity Physicians of Bro…$57MFuerst Group 401(k) Plan$57MTrividia Health, Inc. Employee Flexible Compensation PlanTrividia Health, Inc. Employ…$57MThe Mcshane Companies 401(k) and Profit Sharing PlanThe Mcshane Companies 401(k)…$57M
End-of-year total assets ($M) among Fuerst Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$56M
Net Income$11M
Employer EIN942943765
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fuerst Group, Inc.)

Sponsor-wide plan assets over time

All Fuerst Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$63M 10.440434516854124% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $70.9M $63.5M ▼ -10.4%
Year Plans Participants Total Assets
2022 2 557 $71M
2023 2 598 $81M
2024 1 484 $63M

Nearby 401(k) Plans in California

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

Fuerst Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fuerst Group 401(k) Plan, Total assets ($B): 0.056690304 · Participants: 558Fuerst Group 401(k) PlanWells 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
Fuerst Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fuerst Group 401(k) Plan side-by-side with 3 peers →

Fuerst Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Trividia Health, Inc. Employee Flexible Compensation Plan in FL ($57M); by covered participants it is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 Fuerst Group 401(k) Plan assets move in 2023? ▼
Fuerst Group 401(k) Plan grew sharply - up 23.1% during 2023, from $46M to $57M. Reported net income was $11M.
How have Fuerst Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fuerst Group, Inc.'s sponsor-wide assets declined 10.4%, from $71M to $63M.
Where does Fuerst Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Fuerst Group 401(k) Plan ranks in the 87th 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 Fuerst Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trividia Health, Inc. Employee Flexible Compensation Plan in FL ($57M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Fuerst Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants, $38M 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 942943765.

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.