401(k) · DOL Form 5500 · 2024

Fraser, Ltd 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
190
Participants Below avg headcount
51st
Percentile by assets National rank
$42,104
Avg per participant Low balance/head
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Official DOL plan name: Fraser, Ltd 403(b) Retirement Plan · Sponsored by Fraser, Ltd · North Dakota · Healthcare & Social Assistance

$8M in assets, 190 participants

Fraser, Ltd's Fraser, Ltd 403(b) Retirement Plan reported $8M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,473 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Dakota

Fraser, Ltd 403(b) Retirement Plan covers 190 participants in North Dakota, about 38% of the average North Dakota filer (state average ~504 per filing). Assets: $8M.

#9,473
in Healthcare & Social Assistance (16,916 peers)
+4.9%
assets growth YoY

Fraser, Ltd 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Fraser, Ltd 403(b) Retirement Plan vs every filed plan by assets

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

$7,999,782 Top 49% higher than 51% 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

Fraser, Ltd 403(b) 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. Fraser, Ltd 403(b) Retirement Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fraser, Ltd 403(b) Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $370K in the plan year 2024 filing.
  • Fraser, Ltd 403(b) Retirement Plan reported participants rose from 177 in the plan year 2023 filing to 190 in the plan year 2024 filing.
  • Fraser, Ltd 403(b) Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 450226418 · Fraser, Ltd PY 2024 · 401(k)

Fraser, Ltd 403(b) Retirement Plan · $8M · 190 · 51st

  • SCH $8M
  • EBSA 190
  • PART 51st
  • TYPE 401(k)
  • NET near Unbridled Solutions, LLC 401(k) Plan
  • BOOK ind #9473

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 Healthcare & Social Assistance retirement plans → · Plans in North Dakota →

Fraser, Ltd 403(b) Retirement Plan in the asset neighbourhood

Fraser, Ltd 403(b) Retirement PlanFraser, Ltd 403(b) Retiremen…$8MUnbridled Solutions, LLC 401(k) PlanUnbridled Solutions, LLC 401…$8MBlack Pine Circle, Inc. 401(k) PlanBlack Pine Circle, Inc. 401(…$8MFariborz Rodef Dds, Inc. 401(k) PlanFariborz Rodef Dds, Inc. 401…$8MAmerican River Home Care 401(k) PlanAmerican River Home Care 401…$8M
End-of-year total assets ($M) among Fraser, Ltd 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Dakota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$370K
Employer EIN450226418
Plan Effective Date1988-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fraser, Ltd)

Sponsor-wide plan assets over time

All Fraser, Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$8M 24.980268202466053% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.4M $8M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 185 $6M
2023 1 177 $8M
2024 1 190 $8M

Nearby 401(k) Plans in North Dakota

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

Fraser, Ltd 403(b) Retirement Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Fraser, Ltd 403(b) Retirement Plan, Total assets ($B): 0.007999782 · Participants: 190Fraser, Ltd 403(b) Retirement PlanSanford Retirement Savings Plan, Total assets ($B): 3.602462001 · Participants: 31958Sanford Retirement Savings PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.856387415 · Participants: 5327Knife River Corporation 401(k) Retirement PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.775551136 · Participants: 3465Mdu Resources Group, Inc. 401(k) Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.615317303 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.591992052 · Participants: 5199Offutt Companies 401(k) Savings Plan
Fraser, Ltd 403(b) Retirement Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants

Fraser, Ltd 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Unbridled Solutions, LLC 401(k) Plan in CO ($8M); by covered participants it is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Fraser, Ltd 403(b) Retirement Plan assets move in 2024?
Fraser, Ltd 403(b) Retirement Plan edged up modestly - up 4.9% during 2024, from $8M to $8M. Reported net income was $370K.
How have Fraser, Ltd plan assets changed over time?
Across 3 plan years on file (2022-2024), Fraser, Ltd's sponsor-wide assets grew 25.0%, from $6M to $8M.
Which 401(k) plans are similar in size to Fraser, Ltd 403(b) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Unbridled Solutions, LLC 401(k) Plan in CO ($8M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Fraser, Ltd 403(b) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants, N/A in assets).