401(k) · DOL Form 5500 · 2024

Filtration Group Corporation 401(k) Plan

Data updated 2026-08-25

$224M
Total assets Near avg plan size
2,756
Participants Above avg headcount
95th
Percentile by assets National rank
$81,355
Avg per participant Below avg balance/head
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Official DOL plan name: Filtration Group 401(k) Retirement Savings Plan · Sponsored by Filtration Group Corporation · Texas · Manufacturing

$224M in assets, 2,756 participants

Filtration Group Corporation's Filtration Group 401(k) Retirement Savings Plan reported $224M in total assets and 2,756 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,330 in Manufacturing (17,777 peers)

Coverage in Texas

Filtration Group 401(k) Retirement Savings Plan covers 2,756 participants in Texas, 4.0x the typical Texas plan (state average ~688 per filing). Assets: $224M.

#16,330
in Manufacturing (17,777 peers)
+7.9%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Filtration Group 401(k) Retirement Savings Plan's outsized position by total assets

Filtration Group 401(k) Retirement Savings Plan vs every filed plan by assets

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

$224,214,045 Top 5% higher than 95% 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

Filtration Group 401(k) Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Filtration Group 401(k) Retirement Savings Plan lands in the large band (2,756 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Filtration Group 401(k) Retirement Savings Plan reported net income fell from $26M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Filtration Group 401(k) Retirement Savings Plan end-of-year assets rose from $208M in the plan year 2023 filing to $224M in the plan year 2024 filing.
  • Filtration Group 401(k) Retirement Savings Plan reported participants fell from 2,908 in the plan year 2023 filing to 2,756 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 273741564 · Filtration Group Corporation PY 2024 · 401(k)

Filtration Group 401(k) Retirement Savings Plan · $224M · 2,756 · 95th

  • EOY $224M
  • 5500 2,756
  • ASSETS 95th
  • PCT 401(k)
  • EIN near Health Management Associates Profit Sharing/401(k) Plan
  • RANK ind #16330

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 Texas →

Filtration Group 401(k) Retirement Savings Plan in the asset neighbourhood

Dentons Bingham Greenebaum Retirement PlanDentons Bingham Greenebaum R…$224MFiltration Group 401(k) Retirement Savings PlanFiltration Group 401(k) Reti…$224MHealth Management Associates Profit Sharing/401(k) PlanHealth Management Associates…$224MConagra Brands Retirement Income Savings Plan for Union EmployeesConagra Brands Retirement In…$224MDiversified Service Options, Inc. Dba Guidewell Source 401(k) Savings PlanDiversified Service Options,…$224M
End-of-year total assets ($M) among Filtration Group 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$208M
Net Assets (End of Year)$224M
Net Income$16M
Employer EIN273741564
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Filtration Group Corporation)

Sponsor-wide plan assets over time

All Filtration Group Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$224M 23.45265887651% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $182M $224M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 2,807 $182M
2023 1 2,908 $208M
2024 1 2,756 $224M

Nearby 401(k) Plans in Texas

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

Filtration Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Filtration Group 401(k) Retirement Savings Plan, Total assets ($B): 0.224214045 · Participants: 2756Filtration Group 401(k) Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Filtration Group 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Filtration Group 401(k) Retirement Savings Plan side-by-side with 3 peers →

Filtration Group 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Health Management Associates Profit Sharing/401(k) Plan in MI ($224M); by covered participants it is Crossway 401(k) Plan in NY (2,755 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,756 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 Filtration Group 401(k) Retirement Savings Plan assets move in 2024? ▼
Filtration Group 401(k) Retirement Savings Plan grew at a solid clip - up 7.9% during 2024, from $208M to $224M. Reported net income was $16M.
How have Filtration Group Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Filtration Group Corporation's sponsor-wide assets grew 23.5%, from $182M to $224M.
Where does Filtration Group 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Filtration Group 401(k) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Filtration Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Management Associates Profit Sharing/401(k) Plan in MI ($224M, 952 participants).
Which 401(k) plans cover a similar participant headcount to Filtration Group 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crossway 401(k) Plan in NY (2,755 participants, $97M 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 273741564.

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.