401(k) · DOL Form 5500 · 2024

Fusion Risk Management, Inc 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
238
Participants Below avg headcount
74th
Percentile by assets National rank
$100,815
Avg per participant Below avg balance/head
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Official DOL plan name: Fusion Risk Management, Inc. 401(k) Plan & Trust · Sponsored by Fusion Risk Management, Inc · Illinois · Professional & Technical Services

$24M in assets, 238 participants

Fusion Risk Management, Inc's Fusion Risk Management, Inc. 401(k) Plan & Trust reported $24M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,777 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

Fusion Risk Management, Inc. 401(k) Plan & Trust covers 238 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $24M.

#14,777
in Professional & Technical Services (20,173 peers)
+28.8%
assets growth YoY

Fusion Risk Management, Inc. 401(k) Plan & Trust's outsized position by total assets

Fusion Risk Management, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$23,993,947 Top 26% higher than 74% 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 Risk Management, Inc. 401(k) Plan & Trust 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 Risk Management, Inc. 401(k) Plan & Trust sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fusion Risk Management, Inc. 401(k) Plan & Trust end-of-year assets rose from $19M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Fusion Risk Management, Inc. 401(k) Plan & Trust reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 204772630 · Fusion Risk Management, Inc PY 2024 · 401(k)

Fusion Risk Management, Inc. 401(k) Plan & Trust · $24M · 238 · 74th

  • PHOTO $24M
  • IND 238
  • EOY 74th
  • 5500 401(k)
  • ASSETS near Neighborhood Credit Union 401(k) Plan and Trust
  • PCT ind #14777

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Fusion Risk Management, Inc. 401(k) Plan & Trust in the asset neighbourhood

Signal Mutual 401(k) Plan$24MIec Holdings, Inc. Employee Stock Ownership 401(k) PlanIec Holdings, Inc. Employee …$24MMaloney Properties, Inc. 401(k) PlanMaloney Properties, Inc. 401…$24MFusion Risk Management, Inc. 401(k) Plan & TrustFusion Risk Management, Inc.…$24MNeighborhood Credit Union 401(k) Plan and TrustNeighborhood Credit Union 40…$24M
End-of-year total assets ($M) among Fusion Risk Management, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN204772630
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fusion Risk Management, Inc)

Sponsor-wide plan assets over time

All Fusion Risk Management, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$24M 78.71008778740945% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.4M $24M ▲ +78.6%
Year Plans Participants Total Assets
2022 1 187 $13M
2023 1 237 $19M
2024 1 238 $24M

Nearby 401(k) Plans in Illinois

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

Fusion Risk Management, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Fusion Risk Management, Inc. 401(k) Plan & Trust, Total assets ($B): 0.023993947 · Participants: 238Fusion Risk Management, Inc. 401(k) Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Fusion Risk Management, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fusion Risk Management, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Fusion Risk Management, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Neighborhood Credit Union 401(k) Plan and Trust in TX ($24M); by covered participants it is Prevailing Multiple Employer Plan in PA (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Risk Management, Inc. 401(k) Plan & Trust assets move in 2024? ▼
Fusion Risk Management, Inc. 401(k) Plan & Trust grew sharply - up 28.8% during 2024, from $19M to $24M. Reported net income was $5M.
How have Fusion Risk Management, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fusion Risk Management, Inc's sponsor-wide assets grew 78.7%, from $13M to $24M.
Which 401(k) plans are similar in size to Fusion Risk Management, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Neighborhood Credit Union 401(k) Plan and Trust in TX ($24M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Fusion Risk Management, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in PA (238 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 204772630.

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.