401(k) · DOL Form 5500 · 2024

Fairbanks Morse, LLC 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
1,109
Participants Near avg headcount
91st
Percentile by assets National rank
$101,630
Avg per participant Below avg balance/head
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Official DOL plan name: Fairbanks Morse Retirement Savings Plan · Sponsored by Fairbanks Morse, LLC · Wisconsin · Manufacturing

$113M in assets, 1,109 participants

Fairbanks Morse, LLC's Fairbanks Morse Retirement Savings Plan reported $113M in total assets and 1,109 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,472 in Manufacturing (17,777 peers)

Where Fairbanks Morse Retirement Savings Plan sits by assets

Fairbanks Morse Retirement Savings Plan sits in the top 10% of all filed plans by assets, $113M for 1,109 participants (~$101,630/participant), up 39.9% in 2024.

#15,472
in Manufacturing (17,777 peers)
+39.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Fairbanks Morse Retirement Savings Plan's outsized position by total assets

Fairbanks Morse Retirement Savings Plan vs every filed plan by assets

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

$112,707,575 Top 9% higher than 91% 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

Fairbanks Morse Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fairbanks Morse Retirement Savings Plan lands in the large band (1,109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fairbanks Morse Retirement Savings Plan end-of-year assets rose from $81M in the plan year 2023 filing to $113M in the plan year 2024 filing.
  • Fairbanks Morse Retirement Savings Plan reported participants rose from 819 in the plan year 2023 filing to 1,109 in the plan year 2024 filing.
  • Fairbanks Morse Retirement Savings Plan reported net income rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 812933620 · Fairbanks Morse, LLC PY 2024 · 401(k)

Fairbanks Morse Retirement Savings Plan · $113M · 1,109 · 91st

  • RANK $113M
  • PHOTO 1,109
  • IND 91st
  • EOY 401(k)
  • 5500 near Montage Hotels & Resorts 401(k) Plan
  • ASSETS ind #15472

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 →

Fairbanks Morse Retirement Savings Plan in the asset neighbourhood

Cedar Valley Medical Specialists, P.C. Profit Sharing & Employee Savings PlanCedar Valley Medical Special…$113MMontage Hotels & Resorts 401(k) PlanMontage Hotels & Resorts 401…$113MFairbanks Morse Retirement Savings PlanFairbanks Morse Retirement S…$113MLummus Technology Savings PlanLummus Technology Savings Pl…$113MMariner Finance LLC 401(k) PlanMariner Finance LLC 401(k) P…$113M
End-of-year total assets ($M) among Fairbanks Morse Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$113M
Net Income$17M
Employer EIN812933620
Plan Effective Date2020-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fairbanks Morse, LLC)

Sponsor-wide plan assets over time

All Fairbanks Morse, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$113M 74.15887880866397% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $64.7M $113M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 817 $65M
2023 1 819 $81M
2024 1 1,109 $113M

Nearby 401(k) Plans in Wisconsin

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

Fairbanks Morse Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Fairbanks Morse Retirement Savings Plan, Total assets ($B): 0.112707575 · Participants: 1109Fairbanks Morse Retirement Savings 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
Fairbanks Morse Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fairbanks Morse Retirement Savings Plan side-by-side with 3 peers →

Fairbanks Morse Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Montage Hotels & Resorts 401(k) Plan in CA ($113M); by covered participants it is Ernst Enterprises Retirement Savings Plan in OH (1,109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($113M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,109 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 Fairbanks Morse Retirement Savings Plan assets move in 2024? ▼
Fairbanks Morse Retirement Savings Plan surged - up 39.9% during 2024, from $81M to $113M. Reported net income was $17M.
How have Fairbanks Morse, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fairbanks Morse, LLC's sponsor-wide assets grew 74.2%, from $65M to $113M.
Where does Fairbanks Morse Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Fairbanks Morse Retirement Savings Plan ranks in the 91st 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 Fairbanks Morse Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Montage Hotels & Resorts 401(k) Plan in CA ($113M, 3,814 participants).
Which 401(k) plans cover a similar participant headcount to Fairbanks Morse Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ernst Enterprises Retirement Savings Plan in OH (1,109 participants, $122M 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 812933620.

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.