ESOP · DOL Form 5500 · 2024

Fusion Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
25th
Percentile by assets National rank
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Official DOL plan name: Fusion Inc. Employee Stock Ownership Plan · Sponsored by Fusion Inc. · Iowa · Wholesale Trade

$1M in assets, N/A participants

Fusion Inc.'s Fusion Inc. Employee Stock Ownership Plan reported $1M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #872 in Wholesale Trade (6,080 peers)

Fusion Inc. multi-year trail

Fusion Inc.'s plans moved -74.3% in assets from 2022 to 2024; this filing shows Fusion Inc. Employee Stock Ownership Plan at $1M / N/A participants.

#872
in Wholesale Trade (6,080 peers)
-77.7%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fusion Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Fusion Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,244,576 25th percentile higher than 25% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fusion Inc. Employee Stock Ownership Plan reported net income fell from $739K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Fusion Inc. Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • Fusion Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 421183035 · Fusion Inc. PY 2024 · ESOP

Fusion Inc. Employee Stock Ownership Plan · $1M · N/A · 25th

  • BOOK $1M
  • VS-ST N/A
  • BOY 25th
  • SCH ESOP
  • EBSA near Emory P. Zimmer Insurance Agency, Inc. Employee Stock Ownership Plan
  • PART ind #872

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 What is an ESOP? → · Plans in Iowa →

Fusion Inc. Employee Stock Ownership Plan in the asset neighbourhood

Emory P. Zimmer Insurance Agency, Inc. Employee Stock Ownership PlanEmory P. Zimmer Insurance Ag…$1MJet Rubber Company Employee Stock Ownership PlanJet Rubber Company Employee …$1MSpectrum Biotechnologies, LLC Employee Stock Ownership PlanSpectrum Biotechnologies, LL…$1MFusion Inc. Employee Stock Ownership PlanFusion Inc. Employee Stock O…$1MWarren Construction Group, Inc. Employee Stock Ownership PlanWarren Construction Group, I…$1M
End-of-year total assets ($M) among Fusion Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Fusion Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fusion Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 74.3407448213528% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $4.85M $1.24M ▼ -74.4%
Year Plans Participants Total Assets
2022 1 25 $5M
2023 1 25 $6M
2024 1 N/A $1M

Fusion Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$1M
Net Income-$4M
Employer EIN421183035
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

Peer ESOP plans, same state, same plan type, ranked by total assets.

Fusion Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Fusion Inc. Employee Stock Ownership Plan, Total assets ($M): 1.244576 · Participants: 0Fusion Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Fusion Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Fusion Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Fusion Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Iowa, the nearest ESOP by end-of-year assets is Emory P. Zimmer Insurance Agency, Inc. Employee Stock Ownership Plan in OH at $1M (this filing: $1M).

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 Fusion Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Fusion Inc. Employee Stock Ownership Plan contracted severely - down 77.7% during 2024, from $6M to $1M. Reported net income was -$4M.
How have Fusion Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fusion Inc.'s sponsor-wide assets declined 74.3%, from $5M to $1M.
Where does Fusion Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fusion Inc. Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Fusion Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Emory P. Zimmer Insurance Agency, Inc. Employee Stock Ownership Plan in OH ($1M, 9 participants).

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 421183035.

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.