401(k) · DOL Form 5500 · 2022

Finalsite Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
158
Participants Small participant base
78th
Percentile by assets National rank
$137,140
Avg per participant Near avg balance/head
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Official DOL plan name: Finalsite 401(k) Plan · Sponsored by Finalsite Holdings, Inc. · Connecticut · Information & Media

$22M in assets, 158 participants

Finalsite Holdings, Inc.'s Finalsite 401(k) Plan reported $22M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,025 in Information & Media (2,911 peers)

Coverage in Connecticut

Finalsite 401(k) Plan covers 158 participants in Connecticut, about 22% of the average Connecticut filer (state average ~718 per filing). Assets: $22M.

#2,025
in Information & Media (2,911 peers)
+15.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Finalsite 401(k) Plan's outsized position by total assets

Finalsite 401(k) Plan vs every filed plan by assets

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

$21,668,078 Top 22% higher than 78% 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

Finalsite 401(k) 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. Finalsite 401(k) Plan sits mid-pack in the medium band (158 participants).

DOL schedule card

Filing strip 455495914 · Finalsite Holdings, Inc. PY 2022 · 401(k)

Finalsite 401(k) Plan · $22M · 158 · 78th

  • IND $22M
  • IND 158
  • IND 78th
  • IND 401(k)
  • IND near Conference Technologies, Inc. 401(k) Profit Sharing Plan & Trust
  • IND ind #2025

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 Information & Media retirement plans → · Plans in Connecticut →

Finalsite 401(k) Plan in the asset neighbourhood

Finalsite 401(k) Plan$22MConference Technologies, Inc. 401(k) Profit Sharing Plan & TrustConference Technologies, Inc…$22MItalmatch USA 401(k) Plan$22MRiver City Bank 401(k) Plan$22MAdkev/Regal 401(k) Plan$22M
End-of-year total assets ($M) among Finalsite 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN455495914
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finalsite Holdings, Inc.)

Sponsor-wide plan assets over time

All Finalsite Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 83.0653230988% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.7M $39.7M ▲ +83.1%
Year Plans Participants Total Assets
2022 1 158 $22M
2023 1 348 $30M
2024 1 349 $40M

Nearby 401(k) Plans in Connecticut

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

Finalsite 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Finalsite 401(k) Plan, Total assets ($B): 0.021668078 · Participants: 158Finalsite 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Finalsite 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Finalsite 401(k) Plan side-by-side with 3 peers →

Finalsite 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Conference Technologies, Inc. 401(k) Profit Sharing Plan & Trust in MO ($22M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Finalsite 401(k) Plan assets move in 2022? ▼
Finalsite 401(k) Plan grew sharply - up 15.4% during 2022, from $19M to $22M. Reported net income was $3M.
How have Finalsite Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finalsite Holdings, Inc.'s sponsor-wide assets grew 83.1%, from $22M to $40M.
Where does Finalsite 401(k) Plan rank by assets among Form 5500 filers? ▼
Finalsite 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Finalsite 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Conference Technologies, Inc. 401(k) Profit Sharing Plan & Trust in MO ($22M, 411 participants).
Which 401(k) plans cover a similar participant headcount to Finalsite 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 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 455495914.

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.