Fossil Group, Inc. Savings And Retirement Plan — Form 5500 plan (Fossil Group Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fossil Group, Inc. Savings And Retirement Plan is a benefit plan reported by Fossil Group Inc. under EIN 75-2018505 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,924 participants and $119,424,047 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$118.9MPlan net assets, end of year$118,900,538
Participants2.9KCovered participants reported2,924
Assets / participant$40.8KComputed: assets ÷ participants$40,843 (computed)
Provider compensation$220.5K4 Schedule C provider row(s)$220,524
- Plan sponsor
- Fossil Group Inc.
- EIN
- 75-2018505
- Plan number
- 002
- Plan type
- 2
- Location
- Richardson, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,924 | H, C | 20240628091733NAL0000418497001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$119.4M total assets
Net assets$118.9MLiabilities$523.5K
Full reported line items
Net assets
- Total assets (EOY)
- $119,424,047
- Total liabilities (EOY)
- $523,509
- Net assets (EOY)
- $118,900,538
- Net assets (BOY)
- $109,295,521
Income & contributions
- Employer contributions
- $2,497,846
- Participant contributions
- $6,275,557
- Total contributions
- $9,283,198
- Total income / additions
- $26,839,150
Expenses & distributions
- Benefits paid
- $16,579,225
- Administrative expenses
- $218,073
- Total expenses
- $17,234,133
- Net increase / (decrease)
- $9,605,017
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $183,024 | $0 | 2023 |
| Resources Investment Adv | INVESTMENT ADVISORY | $25,000 | $0 | 2023 |
| Onedigital Investment | INVESTMENT ADVISORY | $12,500 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fossil Group Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Richardson, TX
- Principal Life Insurance Company — Schedule C compensation
- Resources Investment Adv — Schedule C compensation
- Onedigital Investment — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation