401(k) · DOL Form 5500 · 2024

Ferrotec USA Corporation 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
302
Participants Below avg headcount
85th
Percentile by assets National rank
$184,842
Avg per participant Above avg balance/head
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Official DOL plan name: Ferrotec Tax Savings Deposit and Investment Plan · Sponsored by Ferrotec USA Corporation · New Hampshire · Manufacturing

$56M in assets, 302 participants

Ferrotec USA Corporation's Ferrotec Tax Savings Deposit and Investment Plan reported $56M in total assets and 302 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,060 in Manufacturing (17,777 peers)

Where Ferrotec Tax Savings Deposit and Investment Plan sits by assets

Ferrotec Tax Savings Deposit and Investment Plan sits in the top quartile of all filed plans by assets, $56M for 302 participants (~$184,842/participant), up 0.6% in 2024.

#14,060
in Manufacturing (17,777 peers)
+0.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Ferrotec Tax Savings Deposit and Investment Plan's outsized position by total assets

Ferrotec Tax Savings Deposit and Investment Plan vs every filed plan by assets

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

$55,822,369 Top 15% higher than 85% 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

Ferrotec Tax Savings Deposit and Investment 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. Ferrotec Tax Savings Deposit and Investment Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ferrotec Tax Savings Deposit and Investment Plan reported net income fell from $6M in the plan year 2023 filing to $217K in the plan year 2024 filing.
  • Ferrotec Tax Savings Deposit and Investment Plan reported participants fell from 399 in the plan year 2023 filing to 302 in the plan year 2024 filing.
  • Ferrotec Tax Savings Deposit and Investment Plan end-of-year assets rose from $55M in the plan year 2023 filing to $56M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 020275185 · Ferrotec USA Corporation PY 2024 · 401(k)

Ferrotec Tax Savings Deposit and Investment Plan · $56M · 302 · 85th

  • EOY $56M
  • EOY 302
  • EOY 85th
  • EOY 401(k)
  • EOY near Fiscalnote 401(k) Retirement Plan
  • EOY ind #14060

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 New Hampshire →

Ferrotec Tax Savings Deposit and Investment Plan in the asset neighbourhood

The Mennel Milling Company Savings and Investment Plan and TrustThe Mennel Milling Company S…$56MNew Charter Technologies 401(k) PlanNew Charter Technologies 401…$56MFerrotec Tax Savings Deposit and Investment PlanFerrotec Tax Savings Deposit…$56MFiscalnote 401(k) Retirement PlanFiscalnote 401(k) Retirement…$56MHome Bank, N.a. Profit Sharing and 401(k) PlanHome Bank, N.a. Profit Shari…$56M
End-of-year total assets ($M) among Ferrotec Tax Savings Deposit and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$56M
Net Income$217K
Employer EIN020275185
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ferrotec USA Corporation)

Sponsor-wide plan assets over time

All Ferrotec USA Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$56M 12.691104202204562% vs 2022
2024 filing year
$48M$50M$52M$54M$56M$58M 202220232024 $49.5M $55.8M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 338 $50M
2023 1 399 $55M
2024 1 302 $56M

Nearby 401(k) Plans in New Hampshire

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

Ferrotec Tax Savings Deposit and Investment Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 0200400600800 Total assets ($M) Participants Ferrotec Tax Savings Deposit and Investment Plan, Total assets ($M): 55.822369 · Participants: 302Ferrotec Tax Savings Deposit and Investment PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Ferrotec Tax Savings Deposit and Investment Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Ferrotec Tax Savings Deposit and Investment Plan side-by-side with 3 peers →

Ferrotec Tax Savings Deposit and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Fiscalnote 401(k) Retirement Plan in DC ($56M); by covered participants it is Sunworks 401(k) Plan & Trust in DE (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Ferrotec Tax Savings Deposit and Investment Plan assets move in 2024? ▼
Ferrotec Tax Savings Deposit and Investment Plan held essentially flat - up 0.6% during 2024, from $55M to $56M. Reported net income was $217K.
How have Ferrotec USA Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ferrotec USA Corporation's sponsor-wide assets grew 12.7%, from $50M to $56M.
Where does Ferrotec Tax Savings Deposit and Investment Plan rank by assets among Form 5500 filers? ▼
Ferrotec Tax Savings Deposit and Investment Plan ranks in the 85th 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 Ferrotec Tax Savings Deposit and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fiscalnote 401(k) Retirement Plan in DC ($56M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Ferrotec Tax Savings Deposit and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunworks 401(k) Plan & Trust in DE (302 participants, N/A 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 020275185.

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.