401(k) · DOL Form 5500 · 2023

Fac Services, LLC 401(k) Plan

Data updated 2026-08-11

$338M
Total assets
1,386
Participants
96th
Percentile by assets
$243,880
Avg per participant
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Official DOL plan name: Retirement Savings Plan of Flad Affiliated Corp. · Sponsored by Fac Services, LLC · Wisconsin · Administrative & Support Services

$338M in assets, 1,386 participants

Fac Services, LLC's Retirement Savings Plan of Flad Affiliated Corp. reported $338M in total assets and 1,386 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #4,301 in Administrative & Support Services (4,372 peers)

Coverage in Wisconsin

Retirement Savings Plan of Flad Affiliated Corp. covers 1,386 participants in Wisconsin, 2.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $338M.

$338M
total plan assets (2023 EOY)
1,386
covered participants
96th
percentile by assets (of 127,072 plans)
$243,880
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Savings Plan of Flad Affiliated Corp. reported net income rose from -$43M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Retirement Savings Plan of Flad Affiliated Corp. end-of-year assets rose from $278M in the plan year 2022 filing to $338M in the plan year 2023 filing.
  • Retirement Savings Plan of Flad Affiliated Corp. reported participants rose from 1,248 in the plan year 2022 filing to 1,386 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Retirement Savings Plan of Flad Affiliated Corp. reports 1,386 participants - 2.5x that state average ($338M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$278M
Net Assets (End of Year)$338M
Net Income$60M
Employer EIN461574498
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fac Services, LLC)

$250M$300M$350M$400M 202220232024 $278M $384M ▲ +37.8%
Total plan assets by year, all Fac Services, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,248 $278M
2023 1 1,386 $338M
2024 1 1,371 $384M

Nearby 401(k) Plans in Wisconsin

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

Retirement Savings Plan of Flad Affiliated Corp. vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Retirement Savings Plan of Flad Affiliated Corp. vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Retirement Savings P…Advocate Aurora Heal…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …
Retirement Savings Plan of Flad Affiliated Corp. vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Retirement Savings Plan of Flad Affiliated Corp. by total assets, not by location.

Frequently Asked Questions

How did Retirement Savings Plan of Flad Affiliated Corp. assets move in 2023?
Retirement Savings Plan of Flad Affiliated Corp. grew sharply - up 21.4% during 2023, from $278M to $338M. Reported net income was $60M.
How have Fac Services, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Fac Services, LLC's sponsor-wide assets grew 37.8%, from $278M to $384M.
Where does Retirement Savings Plan of Flad Affiliated Corp. rank by assets among Form 5500 filers?
Retirement Savings Plan of Flad Affiliated Corp. ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Retirement Savings Plan of Flad Affiliated Corp.?
Among 401(k) plans in other states, the closest by assets is Modernatx, Inc. 401(k) Plan in MA ($338M, 3,299 participants).

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Filing takeaways

Ways to act on Retirement Savings Plan of Flad Affiliated Corp.'s numbers.