401(k) · DOL Form 5500 · 2024

Fusion Management Services LLC 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
464
Participants Below avg headcount
88th
Percentile by assets National rank
$166,729
Avg per participant Above avg balance/head
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Official DOL plan name: Fusion 401(k) Plan · Sponsored by Fusion Management Services LLC · Georgia · Information & Media

$77M in assets, 464 participants

Fusion Management Services LLC's Fusion 401(k) Plan reported $77M in total assets and 464 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,366 in Information & Media (2,822 peers)

Coverage in Georgia

Fusion 401(k) Plan covers 464 participants in Georgia, about 42% of the average Georgia filer (state average ~1,096 per filing). Assets: $77M.

#2,366
in Information & Media (2,822 peers)
+1.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Fusion 401(k) Plan's outsized position by total assets

Fusion 401(k) Plan vs every filed plan by assets

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

$77,362,137 Top 12% higher than 88% 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

Fusion 401(k) 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. Fusion 401(k) Plan sits mid-pack in the medium band (464 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fusion 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $788K in the plan year 2024 filing.
  • Fusion 401(k) Plan reported participants fell from 526 in the plan year 2023 filing to 464 in the plan year 2024 filing.
  • Fusion 401(k) Plan end-of-year assets rose from $77M in the plan year 2023 filing to $77M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 481195597 · Fusion Management Services LLC PY 2024 · 401(k)

Fusion 401(k) Plan · $77M · 464 · 88th

  • BOY $77M
  • SCH 464
  • EBSA 88th
  • PART 401(k)
  • TYPE near Assisi Retirement Plan
  • NET ind #2366

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 Information & Media retirement plans → · Plans in Georgia →

Fusion 401(k) Plan in the asset neighbourhood

World Travel Holdings, Inc. 401(k) Savings PlanWorld Travel Holdings, Inc. …$77MPreferred Pump & Equipment, L.P. 401(k) PlanPreferred Pump & Equipment, …$77MFusion 401(k) Plan$77MAssisi Retirement Plan$77MCargotec Holding, Inc. 401(k) PlanCargotec Holding, Inc. 401(k…$77M
End-of-year total assets ($M) among Fusion 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$77M
Net Income$788K
Employer EIN481195597
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fusion Management Services LLC)

Sponsor-wide plan assets over time

All Fusion Management Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$77M 12.739628302641757% vs 2022
2024 filing year
$65M$70M$75M$80M 202220232024 $68.6M $77.4M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 667 $69M
2023 1 526 $77M
2024 1 464 $77M

Nearby 401(k) Plans in Georgia

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

Fusion 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Fusion 401(k) Plan, Total assets ($B): 0.077362137 · Participants: 464Fusion 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Fusion 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Fusion 401(k) Plan side-by-side with 3 peers →

Fusion 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Assisi Retirement Plan in IN ($77M); by covered participants it is Tribar Manufacturing, LLC 401(k) Plan in MI (464 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (464 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 Fusion 401(k) Plan assets move in 2024? ▼
Fusion 401(k) Plan edged up modestly - up 1.0% during 2024, from $77M to $77M. Reported net income was $788K.
How have Fusion Management Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fusion Management Services LLC's sponsor-wide assets grew 12.7%, from $69M to $77M.
Where does Fusion 401(k) Plan rank by assets among Form 5500 filers? ▼
Fusion 401(k) Plan ranks in the 88th 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 Fusion 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Assisi Retirement Plan in IN ($77M, 691 participants).
Which 401(k) plans cover a similar participant headcount to Fusion 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tribar Manufacturing, LLC 401(k) Plan in MI (464 participants, $6M 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 481195597.

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.