401(k) · DOL Form 5500 · 2024

Fox Head, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
241
Participants Below avg headcount
75th
Percentile by assets National rank
$107,536
Avg per participant Below avg balance/head
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Official DOL plan name: Fox Head, Inc. Retirement Trust · Sponsored by Fox Head, Inc. · California · Manufacturing

$26M in assets, 241 participants

Fox Head, Inc.'s Fox Head, Inc. Retirement Trust reported $26M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #11,664 in Manufacturing (17,777 peers)

Coverage in California

Fox Head, Inc. Retirement Trust covers 241 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $26M.

#11,664
in Manufacturing (17,777 peers)
+4.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fox Head, Inc. Retirement Trust's outsized position by total assets

Fox Head, Inc. Retirement Trust vs every filed plan by assets

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

$25,916,134 Top 25% higher than 75% 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

Fox Head, Inc. Retirement Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fox Head, Inc. Retirement Trust sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fox Head, Inc. Retirement Trust reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Fox Head, Inc. Retirement Trust end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Fox Head, Inc. Retirement Trust reported participants rose from 235 in the plan year 2023 filing to 241 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942296099 · Fox Head, Inc. PY 2024 · 401(k)

Fox Head, Inc. Retirement Trust · $26M · 241 · 75th

  • NET $26M
  • NET 241
  • NET 75th
  • NET 401(k)
  • NET near The Oklahoma City Indian Clinic 401(k) Plan
  • NET ind #11664

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 California →

Fox Head, Inc. Retirement Trust in the asset neighbourhood

Fox Head, Inc. Retirement TrustFox Head, Inc. Retirement Tr…$26MThe Oklahoma City Indian Clinic 401(k) PlanThe Oklahoma City Indian Cli…$26MCyrus Capital Partners, L.P. Incentive Savings PlanCyrus Capital Partners, L.P.…$26MPeko Precision Products, Inc. Retirement Saving PlanPeko Precision Products, Inc…$26MSourcepass 401(k) Plan$26M
End-of-year total assets ($M) among Fox Head, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$1M
Employer EIN942296099
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fox Head, Inc.)

Sponsor-wide plan assets over time

All Fox Head, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 26.72810897661273% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.5M $25.9M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 237 $20M
2023 1 235 $25M
2024 2 357 $26M

Nearby 401(k) Plans in California

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

Fox Head, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fox Head, Inc. Retirement Trust, Total assets ($B): 0.025916134 · Participants: 241Fox Head, Inc. Retirement TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Fox Head, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Fox Head, Inc. Retirement Trust side-by-side with 3 peers →

Fox Head, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Oklahoma City Indian Clinic 401(k) Plan in OK ($26M); by covered participants it is Bbp Retirement Savings Plan in MI (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Fox Head, Inc. Retirement Trust assets move in 2024? ▼
Fox Head, Inc. Retirement Trust edged up modestly - up 4.2% during 2024, from $25M to $26M. Reported net income was $1M.
How have Fox Head, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fox Head, Inc.'s sponsor-wide assets grew 26.7%, from $20M to $26M.
Where does Fox Head, Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Fox Head, Inc. Retirement Trust ranks in the 75th 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 Fox Head, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Oklahoma City Indian Clinic 401(k) Plan in OK ($26M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Fox Head, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bbp Retirement Savings Plan in MI (241 participants, $41M 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 942296099.

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.