401(k) · DOL Form 5500 · 2022

Foundation Software, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
383
Participants Below avg headcount
83rd
Percentile by assets National rank
$76,582
Avg per participant Below avg balance/head
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Official DOL plan name: Foundation Software, LLC 401(k) Retirement Savings Plan · Sponsored by Foundation Software, LLC · Ohio · Information & Media

$29M in assets, 383 participants

Foundation Software, LLC's Foundation Software, LLC 401(k) Retirement Savings Plan reported $29M in total assets and 383 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,189 in Information & Media (2,911 peers)

Where Foundation Software, LLC 401(k) Retirement Savings Plan sits by assets

Foundation Software, LLC 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $29M for 383 participants (~$76,582/participant), up 1.1% in 2022.

#2,189
in Information & Media (2,911 peers)
+1.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Foundation Software, LLC 401(k) Retirement Savings Plan's outsized position by total assets

Foundation Software, LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$29,330,770 Top 17% higher than 83% 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

Foundation Software, LLC 401(k) Retirement Savings 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. Foundation Software, LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (383 participants).

DOL schedule card

Filing strip 341474815 · Foundation Software, LLC PY 2022 · 401(k)

Foundation Software, LLC 401(k) Retirement Savings Plan · $29M · 383 · 83rd

  • 5500 $29M
  • 5500 383
  • 5500 83rd
  • 5500 401(k)
  • 5500 near Nuaire, Inc. Employees' Profit Sharing and 401(k) Plan
  • 5500 ind #2189

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 Ohio →

Foundation Software, LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Foundation Software, LLC 401(k) Retirement Savings PlanFoundation Software, LLC 401…$29MNuaire, Inc. Employees' Profit Sharing and 401(k) PlanNuaire, Inc. Employees' Prof…$29MChildren's Clinic, P.C. 401(k) Profit Sharing PlanChildren's Clinic, P.C. 401(…$29MSanborn, Head & Associates, Inc. 401(k) Retirement PlanSanborn, Head & Associates, …$29MDavis Health System 401(k) Profit Sharing PlanDavis Health System 401(k) P…$29M
End-of-year total assets ($M) among Foundation Software, LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$29M
Net Income-$3M
Employer EIN341474815
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foundation Software, LLC)

Sponsor-wide plan assets over time

All Foundation Software, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 46.345561333712006% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.3M $42.9M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 383 $29M
2023 1 418 $37M
2024 1 481 $43M

Nearby 401(k) Plans in Ohio

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

Foundation Software, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Foundation Software, LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.02933077 · Participants: 383Foundation Software, LLC 401(k) Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Foundation Software, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Foundation Software, LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Foundation Software, LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Nuaire, Inc. Employees' Profit Sharing and 401(k) Plan in MN ($29M); by covered participants it is Cohn Family Corporate Profit Sharing Plan in PA (383 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Foundation Software, LLC 401(k) Retirement Savings Plan assets move in 2022? ▼
Foundation Software, LLC 401(k) Retirement Savings Plan edged up modestly - up 1.1% during 2022, from $29M to $29M. Reported net income was -$3M.
How have Foundation Software, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foundation Software, LLC's sponsor-wide assets grew 46.3%, from $29M to $43M.
Where does Foundation Software, LLC 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Foundation Software, LLC 401(k) Retirement Savings Plan ranks in the 83rd 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 Foundation Software, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nuaire, Inc. Employees' Profit Sharing and 401(k) Plan in MN ($29M, 260 participants).
Which 401(k) plans cover a similar participant headcount to Foundation Software, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cohn Family Corporate Profit Sharing Plan in PA (383 participants, $59M 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 341474815.

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.