401(k) · DOL Form 5500 · 2024

Fagron Holding USA, LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
1,110
Participants Near avg headcount
84th
Percentile by assets National rank
$44,965
Avg per participant Low balance/head
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Official DOL plan name: Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Fagron Holding USA, LLC · Texas · Manufacturing

$50M in assets, 1,110 participants

Fagron Holding USA, LLC's Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust reported $50M in total assets and 1,110 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,758 in Manufacturing (17,777 peers)

Where Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust sits by assets

Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $50M for 1,110 participants (~$44,965/participant), up 27.7% in 2024.

#13,758
in Manufacturing (17,777 peers)
+27.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$49,910,697 Top 16% higher than 84% of 123,620 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 2024

Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust lands in the large band (1,110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 829 in the plan year 2023 filing to 1,110 in the plan year 2024 filing.
  • Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $39M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421771479 · Fagron Holding USA, LLC PY 2024 · 401(k)

Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust · $50M · 1,110 · 84th

  • EIN $50M
  • EIN 1,110
  • EIN 84th
  • EIN 401(k)
  • EIN near The Burkhart Dental Supply Co. Profit Sharing and 401(k) Plan and Trust
  • EIN ind #13758

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 Texas →

Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Phreesia, Inc. 401(k) Plan$50MFagron Holding USA, LLC 401(k) Profit Sharing Plan & TrustFagron Holding USA, LLC 401(…$50MThe Burkhart Dental Supply Co. Profit Sharing and 401(k) Plan and TrustThe Burkhart Dental Supply C…$50MImerys 401(k) Plan for Bargaining EmployeesImerys 401(k) Plan for Barga…$50MArizona Water Company Retirement and Savings PlanArizona Water Company Retire…$50M
End-of-year total assets ($M) among Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$50M
Net Income$11M
Employer EIN421771479
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fagron Holding USA, LLC)

Sponsor-wide plan assets over time

All Fagron Holding USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 67.9407022481532% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $29.7M $49.9M ▲ +67.9%
Year Plans Participants Total Assets
2022 1 783 $30M
2023 1 829 $39M
2024 1 1,110 $50M

Nearby 401(k) Plans in Texas

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

Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.049910697 · Participants: 1110Fagron Holding USA, LLC 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Burkhart Dental Supply Co. Profit Sharing and 401(k) Plan and Trust in WA ($50M); by covered participants it is Bancplus Corporation Employee Stock Ownership Plan W/401(k) Provisions in MS (1,110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,110 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 27.7% during 2024, from $39M to $50M. Reported net income was $11M.
How have Fagron Holding USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fagron Holding USA, LLC's sponsor-wide assets grew 67.9%, from $30M to $50M.
Where does Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Burkhart Dental Supply Co. Profit Sharing and 401(k) Plan and Trust in WA ($50M, 318 participants).
Which 401(k) plans cover a similar participant headcount to Fagron Holding USA, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bancplus Corporation Employee Stock Ownership Plan W/401(k) Provisions in MS (1,110 participants, $165M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421771479.

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.