Defined Benefit (Pension) · DOL Form 5500 · 2024

Fusion Family Wealth, LLC Pension Plan

Data updated 2026-08-25

$651K
Total assets Small plan by assets
5
Participants Small participant base
20th
Percentile by assets National rank
$130,283
Avg per participant Near avg balance/head
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Official DOL plan name: Ffw Cash Balance Plan · Sponsored by Fusion Family Wealth, LLC · New York · Finance & Insurance

$651K in assets, 5 participants

Fusion Family Wealth, LLC's Ffw Cash Balance Plan reported $651K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #923 in Finance & Insurance (8,549 peers)

Fusion Family Wealth, LLC multi-year trail

Fusion Family Wealth, LLC's plans moved +74.4% in assets from 2022 to 2024; this filing shows Ffw Cash Balance Plan at $651K / 5 participants.

#923
in Finance & Insurance (8,549 peers)
+40.8%
assets growth YoY

Ffw Cash Balance Plan among the smaller filed plans by assets

Ffw Cash Balance Plan vs every filed plan by assets

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

$651,413 20th percentile higher than 20% 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

Ffw Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ffw Cash Balance Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ffw Cash Balance Plan end-of-year assets rose from $463K in the plan year 2023 filing to $651K in the plan year 2024 filing.
  • Ffw Cash Balance Plan reported net income rose from $146K in the plan year 2023 filing to $189K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 464069582 · Fusion Family Wealth, LLC PY 2024 · Defined Benefit (Pension)

Ffw Cash Balance Plan · $651K · 5 · 20th

  • RANK $651K
  • PHOTO 5
  • IND 20th
  • EOY Defined Benefit (Pension)
  • 5500 near Freedom Raine Productions Inc Defined Benefit Pension Plan
  • ASSETS ind #923

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 Finance & Insurance retirement plans → · Plans in New York →

Ffw Cash Balance Plan in the asset neighbourhood

Alpha Road Productions Defined Benefit Pension PlanAlpha Road Productions Defin…$658KFfw Cash Balance Plan$651KFreedom Raine Productions Inc Defined Benefit Pension PlanFreedom Raine Productions In…$653KJohn D Steves Cash Balance PlanJohn D Steves Cash Balance P…$653KBest Day Ever Inc Defined Benefit Pension PlanBest Day Ever Inc Defined Be…$643K
End-of-year total assets ($M) among Ffw Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Fusion Family Wealth, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Fusion Family Wealth, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 74.43771878115697% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.2M $3.84M ▲ +74.5%
Year Plans Participants Total Assets
2022 2 13 $2M
2023 2 14 $3M
2024 2 13 $4M

Fusion Family Wealth, LLC filing trail (2024)

Total Assets (Beginning of Year)$463K
Net Assets (End of Year)$651K
Net Income$189K
Employer EIN464069582
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ffw Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ffw Cash Balance Plan, Total assets ($B): 0.000651413 · Participants: 5Ffw Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Ffw Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Ffw Cash Balance Plan side-by-side with 3 peers →

Ffw Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Freedom Raine Productions Inc Defined Benefit Pension Plan in CA ($653K); by covered participants it is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Ffw Cash Balance Plan assets move in 2024? ▼
Ffw Cash Balance Plan surged - up 40.8% during 2024, from $463K to $651K. Reported net income was $189K.
How have Fusion Family Wealth, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fusion Family Wealth, LLC's sponsor-wide assets grew 74.4%, from $2M to $4M.
Where does Ffw Cash Balance Plan rank by assets among Form 5500 filers? ▼
Ffw Cash Balance Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Ffw Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Freedom Raine Productions Inc Defined Benefit Pension Plan in CA ($653K, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ffw Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bob Milligan Insurance Agency,Inc. Defined Benefit Pension Plan in FL (5 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 464069582.

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.