401(k) · DOL Form 5500 · 2023

First Foundation Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
688
Participants Below avg headcount
89th
Percentile by assets National rank
$112,151
Avg per participant Below avg balance/head
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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.

  • #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.

#7,415
in Finance & Insurance (8,869 peers)
+12.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

First Foundation Inc. Retirement Plan's outsized position 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 $2,050,000,000 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 2023

First Foundation Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Foundation Inc. Retirement Plan sits mid-pack in the medium band (688 participants).

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 →

Form 5500 schedule snapshot

Filing strip 208639702 · First Foundation Inc. PY 2023 · 401(k)

First Foundation Inc. Retirement Plan · $77M · 688 · 89th

  • BOOK $77M
  • VS-ST 688
  • BOY 89th
  • SCH 401(k)
  • EBSA near Baxter & Woodman 401(k) Retirement Savings Plan
  • PART ind #7415

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 Finance & Insurance retirement plans → · Plans in California →

First Foundation Inc. Retirement Plan in the asset neighbourhood

Choate Construction Company Profit Sharing PlanChoate Construction Company …$77MFirst Foundation Inc. Retirement PlanFirst Foundation Inc. Retire…$77MBaxter & Woodman 401(k) Retirement Savings PlanBaxter & Woodman 401(k) Reti…$77MLl Flooring Holdings, Inc. 401(k) & Profit Sharing PlanLl Flooring Holdings, Inc. 4…$77MRaising Cane's Retirement Savings PlanRaising Cane's Retirement Sa…$77M
End-of-year total assets ($M) among First Foundation Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All First Foundation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 23.597851053116468% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $68.4M $84.6M ▲ +23.6%
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 ($B) Participants First Foundation Inc. Retirement Plan, Total assets ($B): 0.077159831 · Participants: 688First Foundation Inc. Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 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 →

First Foundation Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Baxter & Woodman 401(k) Retirement Savings Plan in IL ($77M); by covered participants it is Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust in IL (688 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (688 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to First Foundation Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maui Jim, Inc. 401(k) Retirement and Savings Plan and Trust in IL (688 participants, $145M in assets).

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.