401(k) · DOL Form 5500 · 2022

Foundation Source Philanthropic Services, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
190
Participants Below avg headcount
67th
Percentile by assets National rank
$58,397
Avg per participant Low balance/head
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Official DOL plan name: Foundation Source 401(k) Plan · Sponsored by Foundation Source Philanthropic Services, Inc. · Connecticut · Professional & Technical Services

$11M in assets, 190 participants

Foundation Source Philanthropic Services, Inc.'s Foundation Source 401(k) Plan reported $11M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #14,252 in Professional & Technical Services (21,562 peers)

Coverage in Connecticut

Foundation Source 401(k) Plan covers 190 participants in Connecticut, about 26% of the average Connecticut filer (state average ~718 per filing). Assets: $11M.

#14,252
in Professional & Technical Services (21,562 peers)
-13.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Foundation Source 401(k) Plan vs every filed plan by assets

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

$11,095,409 Top 33% higher than 67% 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 Source 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. Foundation Source 401(k) Plan sits mid-pack in the medium band (190 participants).

DOL schedule card

Filing strip 510398347 · Foundation Source Philanthropic Services, Inc. PY 2022 · 401(k)

Foundation Source 401(k) Plan · $11M · 190 · 67th

  • RANK $11M
  • RANK 190
  • RANK 67th
  • RANK 401(k)
  • RANK near Norman Equipment Company Tax-Deferred Savings and Profit Sharing Plan
  • RANK ind #14252

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 Connecticut →

Foundation Source 401(k) Plan in the asset neighbourhood

Foundation Source 401(k) Plan$11MNorman Equipment Company Tax-Deferred Savings and Profit Sharing PlanNorman Equipment Company Tax…$11MSmc Global Holdings, Inc. Savings Plan and TrustSmc Global Holdings, Inc. Sa…$11MBartow Ford Co. 401(k) Retirement PlanBartow Ford Co. 401(k) Retir…$11MCortec Corporation 401(k) PlanCortec Corporation 401(k) Pl…$11M
End-of-year total assets ($M) among Foundation Source 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN510398347
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foundation Source Philanthropic Services, Inc.)

Sponsor-wide plan assets over time

All Foundation Source Philanthropic Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.307921321332095% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.1M $15.9M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 190 $11M
2023 1 209 $13M
2024 1 222 $16M

Nearby 401(k) Plans in Connecticut

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

Foundation Source 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Foundation Source 401(k) Plan, Total assets ($B): 0.011095409 · Participants: 190Foundation Source 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
Foundation Source 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Foundation Source 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Norman Equipment Company Tax-Deferred Savings and Profit Sharing Plan in IL ($11M); by covered participants it is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Source 401(k) Plan assets move in 2022? ▼
Foundation Source 401(k) Plan pulled back noticeably - down 13.5% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Foundation Source Philanthropic Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foundation Source Philanthropic Services, Inc.'s sponsor-wide assets grew 43.3%, from $11M to $16M.
Which 401(k) plans are similar in size to Foundation Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Norman Equipment Company Tax-Deferred Savings and Profit Sharing Plan in IL ($11M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Foundation Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants, $18M 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 510398347.

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.