401(k) · DOL Form 5500 · 2024

William F Fenton, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
167
Participants Small participant base
58th
Percentile by assets National rank
$65,382
Avg per participant Low balance/head
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Official DOL plan name: William F Fenton, LLC 401(k) Plan · Sponsored by William F Fenton, LLC · New Hampshire · Retail Trade

$11M in assets, 167 participants

William F Fenton, LLC's William F Fenton, LLC 401(k) Plan reported $11M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,509 in Retail Trade (8,048 peers)

What the 2024 filing shows

William F Fenton, LLC 401(k) Plan holds $11M for 167 participants - about $65,382 per participant, above the median plan by assets.

#5,509
in Retail Trade (8,048 peers)
-6.8%
assets change YoY

The plan reported a net loss of $796K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William F Fenton, LLC 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

William F Fenton, LLC 401(k) Plan vs every filed plan by assets

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

$10,918,716 Top 42% higher than 58% 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

William F Fenton, LLC 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. William F Fenton, LLC 401(k) Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • William F Fenton, LLC 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$796K in the plan year 2024 filing.
  • William F Fenton, LLC 401(k) Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • William F Fenton, LLC 401(k) Plan reported participants fell from 170 in the plan year 2023 filing to 167 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 020396507 · William F Fenton, LLC PY 2024 · 401(k)

William F Fenton, LLC 401(k) Plan · $11M · 167 · 58th

  • NET $11M
  • NET 167
  • NET 58th
  • NET 401(k)
  • NET near Kobelco Construction Machinery USA, Inc. 401(k) Plan
  • NET ind #5509

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 Retail Trade retirement plans → · Plans in New Hampshire →

William F Fenton, LLC 401(k) Plan in the asset neighbourhood

William F Fenton, LLC 401(k) PlanWilliam F Fenton, LLC 401(k)…$11MKobelco Construction Machinery USA, Inc. 401(k) PlanKobelco Construction Machine…$11MCaledonia Farmers Elevator Company Profit Sharing 401(k) Plan & TrustCaledonia Farmers Elevator C…$11MCascade Wood Products, Inc. 401(k) PlanCascade Wood Products, Inc. …$11MHuskey Truss & Building Supply, Inc. Profit Sharing PlanHuskey Truss & Building Supp…$11M
End-of-year total assets ($M) among William F Fenton, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$796K
Employer EIN020396507
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William F Fenton, LLC)

Sponsor-wide plan assets over time

All William F Fenton, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 6.312336222506339% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.3M $10.9M ▲ +6.3%
Year Plans Participants Total Assets
2022 1 162 $10M
2023 1 170 $12M
2024 1 167 $11M

Nearby 401(k) Plans in New Hampshire

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

William F Fenton, LLC 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants William F Fenton, LLC 401(k) Plan, Total assets ($M): 10.918716 · Participants: 167William F Fenton, LLC 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
William F Fenton, LLC 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare William F Fenton, LLC 401(k) Plan side-by-side with 3 peers →

William F Fenton, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Kobelco Construction Machinery USA, Inc. 401(k) Plan in TX ($11M); by covered participants it is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 William F Fenton, LLC 401(k) Plan assets move in 2024? ▼
William F Fenton, LLC 401(k) Plan pulled back noticeably - down 6.8% during 2024, from $12M to $11M. Reported net income was -$796K.
How have William F Fenton, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William F Fenton, LLC's sponsor-wide assets grew 6.3%, from $10M to $11M.
Which 401(k) plans are similar in size to William F Fenton, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kobelco Construction Machinery USA, Inc. 401(k) Plan in TX ($11M, 90 participants).
Which 401(k) plans cover a similar participant headcount to William F Fenton, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lightning Emotors, Inc. 401(k) Plan in CO (167 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 020396507.

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.