401(k) · DOL Form 5500 · 2024

Fellowes, Inc. 401(k) Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size
765
Participants Near avg headcount
92nd
Percentile by assets National rank
$179,211
Avg per participant Above avg balance/head
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Official DOL plan name: Fellowes, Inc. 401(k) Retirement Plan · Sponsored by Fellowes, Inc. · Illinois · Manufacturing

$137M in assets, 765 participants

Fellowes, Inc.'s Fellowes, Inc. 401(k) Retirement Plan reported $137M in total assets and 765 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,760 in Manufacturing (17,777 peers)

Where Fellowes, Inc. 401(k) Retirement Plan sits by assets

Fellowes, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $137M for 765 participants (~$179,211/participant), up 6.1% in 2024.

#15,760
in Manufacturing (17,777 peers)
+6.1%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Fellowes, Inc. 401(k) Retirement Plan's outsized position by total assets

Fellowes, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$137,096,426 Top 8% higher than 92% 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

Fellowes, Inc. 401(k) 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. Fellowes, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (765 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fellowes, Inc. 401(k) Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Fellowes, Inc. 401(k) Retirement Plan end-of-year assets rose from $129M in the plan year 2023 filing to $137M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 360770670 · Fellowes, Inc. PY 2024 · 401(k)

Fellowes, Inc. 401(k) Retirement Plan · $137M · 765 · 92nd

  • RANK $137M
  • PHOTO 765
  • IND 92nd
  • EOY 401(k)
  • 5500 near Ogden Clinic Savings and Profit Sharing Plan
  • ASSETS ind #15760

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 Illinois →

Fellowes, Inc. 401(k) Retirement Plan in the asset neighbourhood

Auctane Inc. 401(k) Plan$137MFellowes, Inc. 401(k) Retirement PlanFellowes, Inc. 401(k) Retire…$137MOgden Clinic Savings and Profit Sharing PlanOgden Clinic Savings and Pro…$137MChiesa Shahinian & Giantomasi PC Salary Savings Plan (II)Chiesa Shahinian & Giantomas…$137MPrecoat 401(k) Plan$137M
End-of-year total assets ($M) among Fellowes, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$137M
Net Income$8M
Employer EIN360770670
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fellowes, Inc.)

Sponsor-wide plan assets over time

All Fellowes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 8.768382815982282% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $150M $137M ▼ -8.8%
Year Plans Participants Total Assets
2022 2 1,007 $150M
2023 2 1,007 $157M
2024 3 998 $137M

Nearby 401(k) Plans in Illinois

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

Fellowes, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Fellowes, Inc. 401(k) Retirement Plan, Total assets ($B): 0.137096426 · Participants: 765Fellowes, Inc. 401(k) Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Fellowes, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Fellowes, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Ogden Clinic Savings and Profit Sharing Plan in UT ($137M); by covered participants it is Kentuckiana Comfort Center 401(k) Profit Sharing Plan in KY (765 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($137M here).

Similar participant headcount

Nearest other-state filings by covered participants (765 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 Fellowes, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Fellowes, Inc. 401(k) Retirement Plan grew at a solid clip - up 6.1% during 2024, from $129M to $137M. Reported net income was $8M.
How have Fellowes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fellowes, Inc.'s sponsor-wide assets declined 8.8%, from $150M to $137M.
Where does Fellowes, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Fellowes, Inc. 401(k) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Fellowes, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ogden Clinic Savings and Profit Sharing Plan in UT ($137M, 1,216 participants).
Which 401(k) plans cover a similar participant headcount to Fellowes, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kentuckiana Comfort Center 401(k) Profit Sharing Plan in KY (765 participants, $29M 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 360770670.

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.