401(k) · DOL Form 5500 · 2022
Foster & Motley, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $443,792
- Avg per participant High balance/head
Official DOL plan name: Foster & Motley Profit Sharing Plan · Sponsored by Foster & Motley, Inc. · Ohio · Finance & Insurance
$17M in assets, 38 participants
Foster & Motley, Inc.'s Foster & Motley Profit Sharing Plan reported $17M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #5,575 in Finance & Insurance (9,261 peers)
Where Foster & Motley Profit Sharing Plan sits by assets
Foster & Motley Profit Sharing Plan sits in the top quartile of all filed plans by assets, $17M for 38 participants (~$443,792/participant), down 17.5% in 2022.
- #5,575
- in Finance & Insurance (9,261 peers)
- -17.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
Foster & Motley Profit Sharing Plan's outsized position by total assets
Foster & Motley Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,864,077 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Foster & Motley Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Foster & Motley Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 311482336 · Foster & Motley, Inc. PY 2022 · 401(k)
Foster & Motley Profit Sharing Plan · $17M · 38 · 75th
- VS-ST $17M
- BOY 38
- SCH 75th
- EBSA 401(k)
- PART near Keeling Company Grow Plan
- TYPE ind #5575
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 Finance & Insurance retirement plans → · Plans in Ohio →
Foster & Motley Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$4M |
| Employer EIN | 311482336 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Foster & Motley, Inc.)
Sponsor-wide plan assets over time
All Foster & Motley, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 40.10837948617051% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $17M |
| 2023 | 1 | 44 | $20M |
| 2024 | 1 | 44 | $24M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Foster & Motley Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Keeling Company Grow Plan in AR ($17M); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Keeling Company Grow Plan (AR) $17M · 102
- Lili'uokalani Trust 401(k) Plan (HI) $17M · 160
- Adtalem Global Education, Inc. 401(k) Plan for Visiting Professors (IL) $17M · 4,655
- Today's Hr 401(k) Plan (CA) $17M · 162
Similar participant headcount
Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.