401(k) · DOL Form 5500 · 2022

First Foundation Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
536
Participants Below avg headcount
90th
Percentile by assets National rank
$127,689
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First Foundation Inc. Retirement Plan · Sponsored by First Foundation Inc. · California · Finance & Insurance

$68M in assets, 536 participants

First Foundation Inc.'s First Foundation Inc. Retirement Plan reported $68M in total assets and 536 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,835 in Finance & Insurance (9,261 peers)

Where First Foundation Inc. Retirement Plan sits by assets

First Foundation Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $68M for 536 participants (~$127,689/participant), down 5.0% in 2022.

#7,835
in Finance & Insurance (9,261 peers)
-5.0%
assets change YoY
0.7×
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.

First Foundation Inc. Retirement Plan's outsized position by total assets

First Foundation Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$68,441,338 Top 10% higher than 90% of 139,123 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 2022

First Foundation Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Foundation Inc. Retirement Plan sits mid-pack in the medium band (536 participants).

DOL schedule card

Filing strip 208639702 · First Foundation Inc. PY 2022 · 401(k)

First Foundation Inc. Retirement Plan · $68M · 536 · 90th

  • BOY $68M
  • SCH 536
  • EBSA 90th
  • PART 401(k)
  • TYPE near Kosmos Energy 401(k) Plan
  • NET ind #7835

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 California →

First Foundation Inc. Retirement Plan in the asset neighbourhood

Telus Agriculture (US) Retirement PlanTelus Agriculture (US) Retir…$68MAlbireo Energy, LLC 401(k) PlanAlbireo Energy, LLC 401(k) P…$68MMemphis Radiological Professional Corporation Employees 401(k) Profit Sharing PlanMemphis Radiological Profess…$68MFirst Foundation Inc. Retirement PlanFirst Foundation Inc. Retire…$68MKosmos Energy 401(k) Plan$68M
End-of-year total assets ($M) among First Foundation Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$68M
Net Income-$4M
Employer EIN208639702
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Foundation Inc.)

Sponsor-wide plan assets over time

All First Foundation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 23.597851053116468% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $68.4M $84.6M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 536 $68M
2023 1 688 $77M
2024 1 561 $85M

Nearby 401(k) Plans in California

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

First Foundation Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants First Foundation Inc. Retirement Plan, Total assets ($B): 0.068441338 · Participants: 536First Foundation Inc. Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
First Foundation Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare First Foundation Inc. Retirement Plan side-by-side with 3 peers →

First Foundation Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kosmos Energy 401(k) Plan in TX ($68M); by covered participants it is Oskar Blues Restaurant 401(k) Plan in CO (536 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (536 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.

Frequently Asked Questions

How did First Foundation Inc. Retirement Plan assets move in 2022? ▼
First Foundation Inc. Retirement Plan pulled back noticeably - down 5.0% during 2022, from $72M to $68M. Reported net income was -$4M.
How have First Foundation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Foundation Inc.'s sponsor-wide assets grew 23.6%, from $68M to $85M.
Where does First Foundation Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
First Foundation Inc. Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to First Foundation Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kosmos Energy 401(k) Plan in TX ($68M, 189 participants).
Which 401(k) plans cover a similar participant headcount to First Foundation Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oskar Blues Restaurant 401(k) Plan in CO (536 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208639702.

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.