401(k) · DOL Form 5500 · 2023

Fosber America, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
188
Participants Below avg headcount
79th
Percentile by assets National rank
$162,087
Avg per participant Above avg balance/head
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Official DOL plan name: Fosber Savings & Retirement Plan · Sponsored by Fosber America, Inc. · Wisconsin · Wholesale Trade

$30M in assets, 188 participants

Fosber America, Inc.'s Fosber Savings & Retirement Plan reported $30M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,969 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

Fosber Savings & Retirement Plan covers 188 participants in Wisconsin, about 33% of the average Wisconsin filer (state average ~563 per filing). Assets: $30M.

#4,969
in Wholesale Trade (6,309 peers)
+18.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fosber Savings & Retirement Plan's outsized position by total assets

Fosber Savings & Retirement Plan vs every filed plan by assets

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

$30,472,287 Top 21% higher than 79% 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

Fosber Savings & 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. Fosber Savings & Retirement Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fosber Savings & Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Fosber Savings & Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Fosber Savings & Retirement Plan reported participants rose from 166 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391714500 · Fosber America, Inc. PY 2023 · 401(k)

Fosber Savings & Retirement Plan · $30M · 188 · 79th

  • BOY $30M
  • SCH 188
  • EBSA 79th
  • PART 401(k)
  • TYPE near Minnesota Masonic Charities 401(k) Plan
  • NET ind #4969

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 Wisconsin →

Fosber Savings & Retirement Plan in the asset neighbourhood

Steel Equipment Specialists, LLC 401(k) PlanSteel Equipment Specialists,…$30MFosber Savings & Retirement PlanFosber Savings & Retirement …$30MMinnesota Masonic Charities 401(k) PlanMinnesota Masonic Charities …$30MKimber Mfg., Inc. 401(k) Plan$30MRent the Runway, Inc.$30M
End-of-year total assets ($M) among Fosber Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN391714500
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fosber America, Inc.)

Sponsor-wide plan assets over time

All Fosber America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 35.05369432101838% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.6M $34.6M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 166 $26M
2023 1 188 $30M
2024 1 197 $35M

Nearby 401(k) Plans in Wisconsin

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

Fosber Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Fosber Savings & Retirement Plan, Total assets ($B): 0.030472287 · Participants: 188Fosber Savings & Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Fosber Savings & Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fosber Savings & Retirement Plan side-by-side with 3 peers →

Fosber Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Minnesota Masonic Charities 401(k) Plan in MN ($30M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Fosber Savings & Retirement Plan assets move in 2023? ▼
Fosber Savings & Retirement Plan grew sharply - up 18.9% during 2023, from $26M to $30M. Reported net income was $5M.
How have Fosber America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fosber America, Inc.'s sponsor-wide assets grew 35.1%, from $26M to $35M.
Where does Fosber Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Fosber Savings & Retirement Plan ranks in the 79th 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 Fosber Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Minnesota Masonic Charities 401(k) Plan in MN ($30M, 424 participants).
Which 401(k) plans cover a similar participant headcount to Fosber Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 391714500.

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.