401(k) · DOL Form 5500 · 2022
FINRA 401(k) Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 3,697
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $484,165
- Avg per participant High balance/head
Official DOL plan name: Finra Savings Plus Plan · Sponsored by FINRA · District of Columbia · Other Services
$1.8B in assets, 3,697 participants
FINRA's Finra Savings Plus Plan reported $1.8B in total assets and 3,697 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #8,394 in Other Services (8,398 peers)
Coverage in District of Columbia
Finra Savings Plus Plan covers 3,697 participants in District of Columbia, 2.5x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $1.8B.
- #8,394
- in Other Services (8,398 peers)
- -12.4%
- assets change YoY
- 18×
- vs typical plan assets (national mean)
The plan reported a net loss of $255M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Finra Savings Plus Plan's outsized position by total assets
Finra Savings Plus Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,789,959,309 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Finra Savings Plus 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. Finra Savings Plus Plan lands in the large band (3,697 participants).
EBSA filing schedule strip
Filing strip 530088710 · FINRA PY 2022 · 401(k)
Finra Savings Plus Plan · $1.8B · 3,697 · 99th
- PART $1.8B
- TYPE 3,697
- NET 99th
- BOOK 401(k)
- VS-ST near Jacobs Technology Inc. Employees' Savings Plan
- BOY ind #8394
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 District of Columbia →
Finra Savings Plus Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | -$255M |
| Employer EIN | 530088710 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (FINRA)
Sponsor-wide plan assets over time
All FINRA plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.0B 33.189229812480185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,015 | $2.3B |
| 2023 | 2 | 5,229 | $2.7B |
| 2024 | 2 | 5,425 | $3.0B |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.9B · 29,923
- Revised Profit Sharing Plan for Emp. of Geico $5.1B · 41,527
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.2B · 7,402
- Hogan Lovells US LLP Retirement Savings Plan $1.3B · 1,883
- American Red Cross Savings Plan $1.3B · 16,931
Finra Savings Plus Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Jacobs Technology Inc. Employees' Savings Plan in TX ($1.8B); by covered participants it is Proampac Retirement Plan in OH (3,698 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- Jacobs Technology Inc. Employees' Savings Plan (TX) $1.8B · 11,245
- Solvay USA Inc. Savings Plus Plan (NJ) $1.8B · 5,247
- Gartner Inc. Savings and Investment Plan (CT) $1.8B · 8,873
- Hartford Healthcare 401(k) Retirement Plan (CT) $1.8B · 25,020
Similar participant headcount
Nearest other-state filings by covered participants (3,697 participants); asset peers above are excluded.
- Proampac Retirement Plan (OH) 3,698 · 1 off
- Lucid Motors 401(k) Plan (CA) 3,698 · 1 off
- Prosegur Sis USA, Inc. 401(k) Plan (VA) 3,696 · 1 off
- IBEW Local Union No. 520 Annuity Plan (NM) 3,700 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.