401(k) · DOL Form 5500 · 2024

Fnz USA Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 159
Participants Small participant base: 65th
Percentile by assets National rank: $94,916
Avg per participant Below avg balance/head

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Official DOL plan name: Fnz USA Inc. 401(k) Plan · Sponsored by Fnz USA Inc. · New York · Professional & Technical Services

$15M in assets, 159 participants

Fnz USA Inc.'s Fnz USA Inc. 401(k) Plan reported $15M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

#12,851 in Professional & Technical Services (20,173 peers)

Coverage in New York

Fnz USA Inc. 401(k) Plan covers 159 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $15M.

#12,851
in Professional & Technical Services (20,173 peers): +25.7%
assets growth YoY

Fnz USA Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fnz USA Inc. 401(k) Plan vs every filed plan by assets

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

$15,091,605 Top 35% higher than 65% 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

Fnz USA Inc. 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. Fnz USA Inc. 401(k) Plan sits mid-pack in the medium band (159 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Fnz USA Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Fnz USA Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Fnz USA Inc. 401(k) Plan reported participants rose from 143 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 853107782 · Fnz USA Inc. PY 2024 · 401(k)

Fnz USA Inc. 401(k) Plan · $15M · 159 · 65th

SCH $15M
EBSA 159
PART 65th
TYPE 401(k)
NET near Pease Bell Cpas, LLC 401(k) Profit Sharing Plan
BOOK ind #12851

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 New York →

End-of-year total assets ($M) among Fnz USA Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$15M
Net Income	$3M
Employer EIN	853107782
Plan Effective Date	2021-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Fnz USA Inc.)

Latest sponsor-wide plan assets: $15M 25.727898777894836% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	143	$12M
2024	1	159	$15M

Nearby 401(k) Plans in New York

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

Fnz USA Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Fnz USA Inc. 401(k) Plan side-by-side with 3 peers →

Fnz USA Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pease Bell Cpas, LLC 401(k) Profit Sharing Plan in OH ($15M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Pease Bell Cpas, LLC 401(k) Profit Sharing Plan (OH) $15M · 133
Buchanan General Hospital 401(k) Profit Sharing Plan (VA) $15M · 233
Wrist North America Inc. 401(k) Profit Sharing Plan & Trust (TX) $15M · 354
Angellist Retirement Plan (CA) $15M · 170

Similar participant headcount

Nearest other-state filings by covered participants (159 participants); asset peers above are excluded.

Innovative Control Systems, Inc. 401(k) Plan (PA) 159 · 0 off
Pembina U.S. Corporation Wealth Accumulation Plan (TX) 159 · 0 off
Blue Star Gas Associates 401(k) Profit Sharing Plan (CA) 159 · 0 off
Premier Forge Group Retirement Plan (IN) 159 · 0 off

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 Fnz USA Inc. 401(k) Plan assets move in 2024? ▼

Fnz USA Inc. 401(k) Plan grew sharply - up 25.7% during 2024, from $12M to $15M. Reported net income was $3M.

How have Fnz USA Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Fnz USA Inc.'s sponsor-wide assets grew 25.7%, from $12M to $15M.

Which 401(k) plans are similar in size to Fnz USA Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pease Bell Cpas, LLC 401(k) Profit Sharing Plan in OH ($15M, 133 participants).

Which 401(k) plans cover a similar participant headcount to Fnz USA Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 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 853107782.