Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FRITZ ENTERPRISES, INC.

This Defined Benefit (Pension) plan holds $23M in total assets and serves 47 participants as of 2024. It is sponsored by FRITZ ENTERPRISES, INC. in Michigan. The plan reported positive net income of $427K for the year.

Total Assets (2023)
$23M
Participants
47
State
Industry
Manufacturing

What the Filing Says About FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN

FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by FRITZ ENTERPRISES, INC., headquartered in Michigan. As of the 2024 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 47 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 381960773, and the plan has been effective since 1974-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2024 to $23M at year-end — a gain of 2.1%. Net assets (after liabilities) closed the year at $23M, with reported net income of $427K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$23M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$427K
Plan TypeDefined Benefit (Pension)
Employer EIN381960773
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FRITZ ENTERPRISES, INC.)

Year Plans Participants Total Assets
2022 2 271 $41M
2023 2 271 $48M
2024 2 256 $51M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Frequently Asked Questions

How much money is in the FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN?
As of the 2024 Form 5500 filing, FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN holds $23M in total assets with 47 participants. It is sponsored by FRITZ ENTERPRISES, INC..
What type of plan is FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN?
FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1974-01-01. The plan is filed with the U.S. Department of Labor under EIN 381960773.
Who sponsors the FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN?
FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN is sponsored by FRITZ ENTERPRISES, INC., located in Michigan. The sponsor's EIN is 381960773 and the plan operates in the Manufacturing industry.
How did FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN perform in 2024?
FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN grew by 2.1% during 2024, moving from $23M to $23M in total assets. Net income was $427K.
Where can I find official filings for FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN?
Official Form 5500 filings for FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 381960773 or plan name at efast.dol.gov.
How does FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN compare to other plans?
You can compare FRITZ ENTERPRISES, INC. EMPLOYEES' RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 381960773.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.