401(k) · DOL Form 5500 · 2022

Jonathan Foster 401(k) Plan

Data updated 2026-08-25

$901K
Total assets Small plan by assets
5
Participants Small participant base
24th
Percentile by assets National rank
$180,276
Avg per participant Above avg balance/head
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Official DOL plan name: Jonathan Foster Salary Deferral Profit Sharing Plan · Sponsored by Jonathan Foster · New York · Professional & Technical Services

$901K in assets, 5 participants

Jonathan Foster's Jonathan Foster Salary Deferral Profit Sharing Plan reported $901K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,347 in Professional & Technical Services (21,562 peers)

Jonathan Foster multi-year trail

Jonathan Foster's plans moved +78.4% in assets from 2022 to 2024; this filing shows Jonathan Foster Salary Deferral Profit Sharing Plan at $901K / 5 participants.

#4,347
in Professional & Technical Services (21,562 peers)
+22.1%
assets growth YoY

Jonathan Foster Salary Deferral Profit Sharing Plan among the smaller filed plans by assets

Jonathan Foster Salary Deferral Profit Sharing Plan vs every filed plan by assets

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

$901,382 24th percentile higher than 24% 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

Jonathan Foster Salary Deferral Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jonathan Foster Salary Deferral Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 263255075 · Jonathan Foster PY 2022 · 401(k)

Jonathan Foster Salary Deferral Profit Sharing Plan · $901K · 5 · 24th

  • BOOK $901K
  • VS-ST 5
  • BOY 24th
  • SCH 401(k)
  • EBSA near Cmk Enterprises, Inc. 401(k) Plan
  • PART ind #4347

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 Professional & Technical Services retirement plans → · Plans in New York →

Jonathan Foster Salary Deferral Profit Sharing Plan in the asset neighbourhood

Jonathan Foster Salary Deferral Profit Sharing PlanJonathan Foster Salary Defer…$901KCmk Enterprises, Inc. 401(k) PlanCmk Enterprises, Inc. 401(k)…$901KSentara Obici Ambulatory Surgery, LLC 401(k) PlanSentara Obici Ambulatory Sur…$901KHamill & Kaplan LLP 401(k) Profit Sharing Plan & TrustHamill & Kaplan LLP 401(k) P…$901KWhite Top Ventures Retirement PlanWhite Top Ventures Retiremen…$902K
End-of-year total assets ($M) among Jonathan Foster Salary Deferral Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Jonathan Foster multi-year asset trail

Sponsor-wide plan assets over time

All Jonathan Foster plans reported in each filing year

Latest sponsor-wide plan assets
$2M 78.3983926903355% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.9M $1.61M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 5 $901K
2023 1 5 $1M
2024 1 6 $2M

Jonathan Foster filing trail (2022)

Total Assets (Beginning of Year)$738K
Net Assets (End of Year)$901K
Net Income$163K
Employer EIN263255075
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jonathan Foster Salary Deferral Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jonathan Foster Salary Deferral Profit Sharing Plan, Total assets ($B): 0.000901382 · Participants: 5Jonathan Foster Salary Deferral Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Jonathan Foster Salary Deferral Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Jonathan Foster Salary Deferral Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cmk Enterprises, Inc. 401(k) Plan in CT ($901K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Jonathan Foster Salary Deferral Profit Sharing Plan assets move in 2022?
Jonathan Foster Salary Deferral Profit Sharing Plan grew sharply - up 22.1% during 2022, from $738K to $901K. Reported net income was $163K.
How have Jonathan Foster plan assets changed over time?
Across 3 plan years on file (2022-2024), Jonathan Foster's sponsor-wide assets grew 78.4%, from $901K to $2M.
Where does Jonathan Foster Salary Deferral Profit Sharing Plan rank by assets among Form 5500 filers?
Jonathan Foster Salary Deferral Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jonathan Foster Salary Deferral Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Cmk Enterprises, Inc. 401(k) Plan in CT ($901K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Jonathan Foster Salary Deferral Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).