401(k) · DOL Form 5500 · 2022

Foundation Partners Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,208
Participants Near avg headcount
78th
Percentile by assets National rank
$16,884
Avg per participant Low balance/head
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Official DOL plan name: Foundation Partners Group, LLC Retirement Savings Plan · Sponsored by Foundation Partners Group, LLC · Florida · Other Services

$20M in assets, 1,208 participants

Foundation Partners Group, LLC's Foundation Partners Group, LLC Retirement Savings Plan reported $20M in total assets and 1,208 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.

  • #7,390 in Other Services (8,398 peers)

Where Foundation Partners Group, LLC Retirement Savings Plan sits by assets

Foundation Partners Group, LLC Retirement Savings Plan sits in the top quartile of all filed plans by assets, $20M for 1,208 participants (~$16,884/participant), up 1.9% in 2022.

#7,390
in Other Services (8,398 peers)
+1.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Foundation Partners Group, LLC Retirement Savings Plan's outsized position by total assets

Foundation Partners Group, LLC Retirement Savings Plan vs every filed plan by assets

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

$20,396,001 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

Foundation Partners Group, LLC Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Foundation Partners Group, LLC Retirement Savings Plan lands in the large band (1,208 participants).

Published 5500 schedule card

Filing strip 272399927 · Foundation Partners Group, LLC PY 2022 · 401(k)

Foundation Partners Group, LLC Retirement Savings Plan · $20M · 1,208 · 78th

  • ASSETS $20M
  • PCT 1,208
  • EIN 78th
  • RANK 401(k)
  • PHOTO near Lifeshare Blood Center 401(k) Retirement Plan
  • IND ind #7390

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 Other Services retirement plans → · Plans in Florida →

Foundation Partners Group, LLC Retirement Savings Plan in the asset neighbourhood

Foundation Partners Group, LLC Retirement Savings PlanFoundation Partners Group, L…$20MLifeshare Blood Center 401(k) Retirement PlanLifeshare Blood Center 401(k…$20MMedical Mutual Insurance Company of Maine Salary Deferral PlanMedical Mutual Insurance Com…$20MSexing Technologies 401(k) PlanSexing Technologies 401(k) P…$20MEndicott Precision, Inc. Retirement PlanEndicott Precision, Inc. Ret…$20M
End-of-year total assets ($M) among Foundation Partners Group, LLC 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)$20M
Net Assets (End of Year)$20M
Net Income$334K
Employer EIN272399927
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foundation Partners Group, LLC)

Sponsor-wide plan assets over time

All Foundation Partners Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 54.92310968213818% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.4M $31.6M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 1,208 $20M
2023 1 1,370 $27M
2024 1 1,588 $32M

Nearby 401(k) Plans in Florida

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

Foundation Partners Group, LLC Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Foundation Partners Group, LLC Retirement Savings Plan, Total assets ($B): 0.020396001 · Participants: 1208Foundation Partners Group, LLC Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Foundation Partners Group, LLC Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Foundation Partners Group, LLC Retirement Savings Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Lifeshare Blood Center 401(k) Retirement Plan in LA ($20M); by covered participants it is Avison Young (US) 401(k) Plan in IL (1,208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,208 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 Partners Group, LLC Retirement Savings Plan assets move in 2022? ▼
Foundation Partners Group, LLC Retirement Savings Plan edged up modestly - up 1.9% during 2022, from $20M to $20M. Reported net income was $334K.
How have Foundation Partners Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foundation Partners Group, LLC's sponsor-wide assets grew 54.9%, from $20M to $32M.
Where does Foundation Partners Group, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Foundation Partners Group, LLC Retirement Savings 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 Foundation Partners Group, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifeshare Blood Center 401(k) Retirement Plan in LA ($20M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Foundation Partners Group, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avison Young (US) 401(k) Plan in IL (1,208 participants, $92M 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 272399927.

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.