401(k) · DOL Form 5500 · 2024

Fna Group Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
164
Participants Small participant base
43rd
Percentile by assets National rank
$32,198
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fna Group, Inc. Retirement Plan · Sponsored by Fna Group Inc · Wisconsin · Manufacturing

$5M in assets, 164 participants

Fna Group Inc's Fna Group, Inc. Retirement Plan reported $5M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,630 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Fna Group, Inc. Retirement Plan covers 164 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#4,630
in Manufacturing (17,777 peers)
+24.5%
assets growth YoY

Fna Group, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Fna Group, Inc. Retirement Plan vs every filed plan by assets

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

$5,280,488 43rd percentile higher than 43% 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

Fna Group, Inc. Retirement 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. Fna Group, Inc. Retirement Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fna Group, Inc. Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Fna Group, Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Fna Group, Inc. Retirement Plan reported participants fell from 168 in the plan year 2023 filing to 164 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 263822181 · Fna Group Inc PY 2024 · 401(k)

Fna Group, Inc. Retirement Plan · $5M · 164 · 43rd

  • EBSA $5M
  • PART 164
  • TYPE 43rd
  • NET 401(k)
  • BOOK near Integrity Educational Services 401(k) Plan
  • VS-ST ind #4630

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 Wisconsin →

Fna Group, Inc. Retirement Plan in the asset neighbourhood

Fna Group, Inc. Retirement PlanFna Group, Inc. Retirement P…$5MIntegrity Educational Services 401(k) PlanIntegrity Educational Servic…$5MG P & Subsidiaries 401(k) PlanG P & Subsidiaries 401(k) Pl…$5MPerformance Capital, LLC 401(k) Profit Sharing PlanPerformance Capital, LLC 401…$5MR & R Transportation, Inc. 401(k) Plan and TrustR & R Transportation, Inc. 4…$5M
End-of-year total assets ($M) among Fna Group, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN263822181
Plan Effective Date2017-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fna Group Inc)

Sponsor-wide plan assets over time

All Fna Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$5M 79.48712893700754% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.94M $5.28M ▲ +79.6%
Year Plans Participants Total Assets
2022 1 173 $3M
2023 1 168 $4M
2024 1 164 $5M

Nearby 401(k) Plans in Wisconsin

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

Fna Group, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Fna Group, Inc. Retirement Plan, Total assets ($B): 0.005280488 · Participants: 164Fna Group, Inc. Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Fna Group, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Fna Group, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Integrity Educational Services 401(k) Plan in MI ($5M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Fna Group, Inc. Retirement Plan assets move in 2024?
Fna Group, Inc. Retirement Plan grew sharply - up 24.5% during 2024, from $4M to $5M. Reported net income was $1M.
How have Fna Group Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Fna Group Inc's sponsor-wide assets grew 79.5%, from $3M to $5M.
Which 401(k) plans are similar in size to Fna Group, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Integrity Educational Services 401(k) Plan in MI ($5M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Fna Group, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M in assets).