401(k) · DOL Form 5500 · 2023

Fellowes, Inc. 401(k) Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
768
Participants Near avg headcount
93rd
Percentile by assets National rank
$168,211
Avg per participant Above avg balance/head
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Official DOL plan name: Fellowes, Inc. 401(k) Retirement Plan · Sponsored by Fellowes, Inc. · Illinois · Manufacturing

$129M in assets, 768 participants

Fellowes, Inc.'s Fellowes, Inc. 401(k) Retirement Plan reported $129M in total assets and 768 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,660 in Manufacturing (18,722 peers)

Where Fellowes, Inc. 401(k) Retirement Plan sits by assets

Fellowes, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $129M for 768 participants (~$168,211/participant), up 7.7% in 2023.

#16,660
in Manufacturing (18,722 peers)
+7.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Fellowes, Inc. 401(k) Retirement Plan's outsized position by total assets

Fellowes, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$129,186,271 Top 7% higher than 93% 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

Fellowes, Inc. 401(k) 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. Fellowes, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (768 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fellowes, Inc. 401(k) Retirement Plan reported net income rose from -$23M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Fellowes, Inc. 401(k) Retirement Plan end-of-year assets rose from $120M in the plan year 2022 filing to $129M in the plan year 2023 filing.
  • Fellowes, Inc. 401(k) Retirement Plan reported participants rose from 753 in the plan year 2022 filing to 768 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 360770670 · Fellowes, Inc. PY 2023 · 401(k)

Fellowes, Inc. 401(k) Retirement Plan · $129M · 768 · 93rd

  • BOY $129M
  • SCH 768
  • EBSA 93rd
  • PART 401(k)
  • TYPE near Diversey, Inc. 401(k) & Profit Sharing Plan
  • NET ind #16660

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 Illinois →

Fellowes, Inc. 401(k) Retirement Plan in the asset neighbourhood

Urschel Laboratories, Inc. 401(k) Savings Plan and TrustUrschel Laboratories, Inc. 4…$129MFellowes, Inc. 401(k) Retirement PlanFellowes, Inc. 401(k) Retire…$129MAtpco 401(k) Savings Plan$129MDiversey, Inc. 401(k) & Profit Sharing PlanDiversey, Inc. 401(k) & Prof…$129MJuul Labs, Inc. 401(k) Plan$129M
End-of-year total assets ($M) among Fellowes, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$129M
Net Income$9M
Employer EIN360770670
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fellowes, Inc.)

Sponsor-wide plan assets over time

All Fellowes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 8.768382815982282% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $150M $137M ▼ -8.8%
Year Plans Participants Total Assets
2022 2 1,007 $150M
2023 2 1,007 $157M
2024 3 998 $137M

Nearby 401(k) Plans in Illinois

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

Fellowes, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Fellowes, Inc. 401(k) Retirement Plan, Total assets ($B): 0.129186271 · Participants: 768Fellowes, Inc. 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Fellowes, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fellowes, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Fellowes, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Diversey, Inc. 401(k) & Profit Sharing Plan in SC ($129M); by covered participants it is Big River Steel 401(k) Plan in PA (768 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($129M here).

Similar participant headcount

Nearest other-state filings by covered participants (768 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 Fellowes, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Fellowes, Inc. 401(k) Retirement Plan grew at a solid clip - up 7.7% during 2023, from $120M to $129M. Reported net income was $9M.
How have Fellowes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fellowes, Inc.'s sponsor-wide assets declined 8.8%, from $150M to $137M.
Where does Fellowes, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Fellowes, Inc. 401(k) Retirement Plan ranks in the 93rd 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 Fellowes, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diversey, Inc. 401(k) & Profit Sharing Plan in SC ($129M, 1,088 participants).
Which 401(k) plans cover a similar participant headcount to Fellowes, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big River Steel 401(k) Plan in PA (768 participants, $50M 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 360770670.

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.