401(k) · DOL Form 5500 · 2023

Foley Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
248
Participants Below avg headcount
62nd
Percentile by assets National rank
$46,996
Avg per participant Low balance/head
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Official DOL plan name: Foley Holdings, LLC 401(k) Profit Sharing Plan · Sponsored by Foley Holdings, LLC · Massachusetts · Administrative & Support Services

$12M in assets, 248 participants

Foley Holdings, LLC's Foley Holdings, LLC 401(k) Profit Sharing Plan reported $12M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,463 in Administrative & Support Services (4,372 peers)

Coverage in Massachusetts

Foley Holdings, LLC 401(k) Profit Sharing Plan covers 248 participants in Massachusetts, about 38% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#3,463
in Administrative & Support Services (4,372 peers)
+33.6%
assets growth YoY

Foley Holdings, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Foley Holdings, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,655,018 Top 38% higher than 62% 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

Foley Holdings, LLC 401(k) Profit Sharing 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. Foley Holdings, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foley Holdings, LLC 401(k) Profit Sharing Plan reported net income rose from -$586K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Foley Holdings, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Foley Holdings, LLC 401(k) Profit Sharing Plan reported participants rose from 234 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 800873377 · Foley Holdings, LLC PY 2023 · 401(k)

Foley Holdings, LLC 401(k) Profit Sharing Plan · $12M · 248 · 62nd

  • PART $12M
  • TYPE 248
  • NET 62nd
  • BOOK 401(k)
  • VS-ST near Bob Loquercio Auto Group 401(k) Plan
  • BOY ind #3463

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Foley Holdings, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Foley Holdings, LLC 401(k) Profit Sharing PlanFoley Holdings, LLC 401(k) P…$12MBob Loquercio Auto Group 401(k) PlanBob Loquercio Auto Group 401…$12MFox Associates Retirement Savings PlanFox Associates Retirement Sa…$12MPinnacle Advertising 401(k) PlanPinnacle Advertising 401(k) …$12MLamberti USA, Inc. Profit Sharing & Savings PlanLamberti USA, Inc. Profit Sh…$12M
End-of-year total assets ($M) among Foley Holdings, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN800873377
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foley Holdings, LLC)

Sponsor-wide plan assets over time

All Foley Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 54.697700611720116% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.73M $13.5M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 234 $9M
2023 1 248 $12M
2024 1 250 $13M

Nearby 401(k) Plans in Massachusetts

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

Foley Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Foley Holdings, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.011655018 · Participants: 248Foley Holdings, LLC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Foley Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Foley Holdings, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Foley Holdings, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bob Loquercio Auto Group 401(k) Plan in IL ($12M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Foley Holdings, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Foley Holdings, LLC 401(k) Profit Sharing Plan surged - up 33.6% during 2023, from $9M to $12M. Reported net income was $3M.
How have Foley Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foley Holdings, LLC's sponsor-wide assets grew 54.7%, from $9M to $13M.
Which 401(k) plans are similar in size to Foley Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bob Loquercio Auto Group 401(k) Plan in IL ($12M, 603 participants).
Which 401(k) plans cover a similar participant headcount to Foley Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M 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 800873377.

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.