401(k) · DOL Form 5500 · 2023

First Foundation Inc. 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
688
Participants
89th
Percentile by assets
$112,151
Avg per participant
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Official DOL plan name: First Foundation Inc. Retirement Plan · Sponsored by First Foundation Inc. · California · Finance & Insurance

$77M in assets, 688 participants

First Foundation Inc.'s First Foundation Inc. Retirement Plan reported $77M in total assets and 688 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #7,415 in Finance & Insurance (8,869 peers)

Where First Foundation Inc. Retirement Plan sits by assets

First Foundation Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $77M for 688 participants (~$112,151/participant), up 12.7% in 2023.

$77M
total plan assets (2023 EOY)
688
covered participants
89th
percentile by assets (of 127,072 plans)
$112,151
avg assets per participant

Where First Foundation Inc. Retirement Plan sits by total assets

First Foundation Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$77,159,831 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Foundation Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • First Foundation Inc. Retirement Plan reported participants rose from 536 in the plan year 2022 filing to 688 in the plan year 2023 filing.
  • First Foundation Inc. Retirement Plan end-of-year assets rose from $68M in the plan year 2022 filing to $77M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Finance & Insurance

First Foundation Inc. Retirement Plan vs the 2023 asset distribution

By assets, First Foundation Inc. Retirement Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$77M
Net Income$9M
Employer EIN208639702
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Foundation Inc.)

$65M$70M$75M$80M$85M$90M 202220232024 $68.4M $84.6M ▲ +23.6%
Total plan assets by year, all First Foundation Inc. plans on file
Year Plans Participants Total Assets
2022 1 536 $68M
2023 1 688 $77M
2024 1 561 $85M

Nearby 401(k) Plans in California

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

First Foundation Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants First Foundation Inc…, Total assets ($B): 0.077159831 · Participants: 688First Foundation Inc…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
First Foundation Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare First Foundation Inc. Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to First Foundation Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did First Foundation Inc. Retirement Plan assets move in 2023? ▼
First Foundation Inc. Retirement Plan grew at a solid clip - up 12.7% during 2023, from $68M to $77M. Reported net income was $9M.
How have First Foundation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Foundation Inc.'s sponsor-wide assets grew 23.6%, from $68M to $85M.
Where does First Foundation Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
First Foundation Inc. Retirement Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to First Foundation Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baxter & Woodman 401(k) Retirement Savings Plan in IL ($77M, 358 participants).

Next read for First Foundation Inc. Retirement Plan

Scale reading

Ways to act on First Foundation Inc. Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208639702.

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.