401(k) · DOL Form 5500 · 2024
Fusion Management Services LLC 401(k) Plan
Data updated 2026-08-11
- $77M
- Total assets
- 464
- Participants
- 88th
- Percentile by assets
- $166,729
- Avg per participant
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.
- 88th percentile by assets (of 123,622 plans)
- #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.
- $77M
- total plan assets (2024 EOY)
- 464
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $166,729
- avg assets per participant
Where Fusion 401(k) Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Fusion 401(k) Plan reports 464 participants - about 42% of that state average ($77M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $788K |
| Employer EIN | 481195597 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fusion Management Services LLC)
| 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
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fusion 401(k) Plan by total assets, not by location.
- Assisi Retirement Plan (IN) $77M · 691
- Preferred Pump & Equipment, L.P. 401(k) Plan (TX) $77M · 649
- World Travel Holdings, Inc. 401(k) Savings Plan (MA) $77M · 1,043
- Cargotec Holding, Inc. 401(k) Plan (OH) $77M · 1,144
Frequently Asked Questions
How did Fusion 401(k) Plan assets move in 2024? ▼
How have Fusion Management Services LLC plan assets changed over time? ▼
Where does Fusion 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Fusion 401(k) Plan? ▼
Next read for Fusion 401(k) Plan
Filing takeaways
Ways to act on Fusion 401(k) Plan's numbers.
- By total assets, Fusion 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
- Fusion Management Services LLC's sponsor-wide assets have grown 12.7% since 2022 across 3 plan years on file. More Information & Media plans