401(k) · DOL Form 5500 · 2024
Fosber America, Inc. 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 197
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $175,757
- Avg per participant Above avg balance/head
Official DOL plan name: Fosber Savings & Retirement Plan · Sponsored by Fosber America, Inc. · Wisconsin · Wholesale Trade
$35M in assets, 197 participants
Fosber America, Inc.'s Fosber Savings & Retirement Plan reported $35M in total assets and 197 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #4,798 in Wholesale Trade (6,080 peers)
Coverage in Wisconsin
Fosber Savings & Retirement Plan covers 197 participants in Wisconsin, about 35% of the average Wisconsin filer (state average ~563 per filing). Assets: $35M.
- #4,798
- in Wholesale Trade (6,080 peers)
- +13.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Fosber Savings & Retirement Plan's outsized position by total assets
Fosber Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,624,060 Top 21% higher than 79% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Fosber Savings & 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. Fosber Savings & Retirement Plan sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fosber Savings & Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Fosber Savings & Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Fosber Savings & Retirement Plan reported participants rose from 188 in the plan year 2023 filing to 197 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391714500 · Fosber America, Inc. PY 2024 · 401(k)
Fosber Savings & Retirement Plan · $35M · 197 · 79th
- EIN $35M
- RANK 197
- PHOTO 79th
- IND 401(k)
- EOY near St. Onge Company Retirement Savings Plan
- 5500 ind #4798
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Fosber Savings & Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 391714500 |
| Plan Effective Date | 1993-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fosber America, Inc.)
Sponsor-wide plan assets over time
All Fosber America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 35.05369432101838% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $26M |
| 2023 | 1 | 188 | $30M |
| 2024 | 1 | 197 | $35M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Fosber Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is St. Onge Company Retirement Savings Plan in PA ($35M); by covered participants it is Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan in OH (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (197 participants); asset peers above are excluded.
- Applied Mechanical Systems, Inc. 401(k) Profit Sharing Plan (OH) 197 · 0 off
- Exedy America 401(k) Plan (TN) 197 · 0 off
- Haven Steel Products Retirement Plan (KS) 197 · 0 off
- Union Bank 401(k) Plan (VT) 197 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.