401(k) · DOL Form 5500 · 2024

Fisher-Barton Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
545
Participants Below avg headcount
81st
Percentile by assets National rank
$73,355
Avg per participant Below avg balance/head
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Official DOL plan name: The Fisher Barton Group Retirement Plan · Sponsored by Fisher-Barton Inc. · Wisconsin · Manufacturing

$40M in assets, 545 participants

Fisher-Barton Inc.'s The Fisher Barton Group Retirement Plan reported $40M in total assets and 545 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,155 in Manufacturing (17,777 peers)

Where The Fisher Barton Group Retirement Plan sits by assets

The Fisher Barton Group Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 545 participants (~$73,355/participant), up 13.0% in 2024.

#13,155
in Manufacturing (17,777 peers)
+13.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Fisher Barton Group Retirement Plan's outsized position by total assets

The Fisher Barton Group Retirement Plan vs every filed plan by assets

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

$39,978,722 Top 19% higher than 81% 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

The Fisher Barton Group Retirement Plan 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. The Fisher Barton Group Retirement Plan sits mid-pack in the medium band (545 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Fisher Barton Group Retirement Plan reported net income rose from $767K in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Fisher Barton Group Retirement Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • The Fisher Barton Group Retirement Plan reported participants fell from 625 in the plan year 2023 filing to 545 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 203208428 · Fisher-Barton Inc. PY 2024 · 401(k)

The Fisher Barton Group Retirement Plan · $40M · 545 · 81st

  • RANK $40M
  • PHOTO 545
  • IND 81st
  • EOY 401(k)
  • 5500 near I I F Retirement Plan
  • ASSETS ind #13155

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 Wisconsin →

The Fisher Barton Group Retirement Plan in the asset neighbourhood

Schupan & Sons, Inc. Profit Sharing and 401(k) Savings PlanSchupan & Sons, Inc. Profit …$40MThe Fisher Barton Group Retirement PlanThe Fisher Barton Group Reti…$40MI I F Retirement Plan$40MLatrobe Company 401(k) Retirement PlanLatrobe Company 401(k) Retir…$40MMxr Imaging, Inc. 401(k) Profit Sharing PlanMxr Imaging, Inc. 401(k) Pro…$40M
End-of-year total assets ($M) among The Fisher Barton Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN203208428
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fisher-Barton Inc.)

Sponsor-wide plan assets over time

All Fisher-Barton Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 15.479515855572853% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $34.6M $40M ▲ +15.5%
Year Plans Participants Total Assets
2022 1 540 $35M
2023 1 625 $35M
2024 1 545 $40M

Nearby 401(k) Plans in Wisconsin

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

The Fisher Barton Group Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants The Fisher Barton Group Retirement Plan, Total assets ($B): 0.039978722 · Participants: 545The Fisher Barton Group Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
The Fisher Barton Group Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare The Fisher Barton Group Retirement Plan side-by-side with 3 peers →

The Fisher Barton Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is I I F Retirement Plan in DC ($40M); by covered participants it is Coalition 401(k) Plan in CA (545 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (545 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 The Fisher Barton Group Retirement Plan assets move in 2024? ▼
The Fisher Barton Group Retirement Plan grew at a solid clip - up 13.0% during 2024, from $35M to $40M. Reported net income was $5M.
How have Fisher-Barton Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fisher-Barton Inc.'s sponsor-wide assets grew 15.5%, from $35M to $40M.
Where does The Fisher Barton Group Retirement Plan rank by assets among Form 5500 filers? ▼
The Fisher Barton Group Retirement Plan ranks in the 81st 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 The Fisher Barton Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is I I F Retirement Plan in DC ($40M, 63 participants).
Which 401(k) plans cover a similar participant headcount to The Fisher Barton Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coalition 401(k) Plan in CA (545 participants, $39M 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 203208428.

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.