401(k) · DOL Form 5500 · 2023

Solaris Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
2,208
Participants Above avg headcount
75th
Percentile by assets National rank
$10,216
Avg per participant Low balance/head
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Official DOL plan name: Solaris Foundation 401(k) Retirement Plan · Sponsored by Solaris Foundation, Inc. · Florida · Healthcare & Social Assistance

$23M in assets, 2,208 participants

Solaris Foundation, Inc.'s Solaris Foundation 401(k) Retirement Plan reported $23M in total assets and 2,208 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,925 in Healthcare & Social Assistance (17,684 peers)

Coverage in Florida

Solaris Foundation 401(k) Retirement Plan covers 2,208 participants in Florida, 3.5x the typical Florida plan (state average ~628 per filing). Assets: $23M.

#13,925
in Healthcare & Social Assistance (17,684 peers)
-9.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $542K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Solaris Foundation 401(k) Retirement Plan's outsized position by total assets

Solaris Foundation 401(k) Retirement Plan vs every filed plan by assets

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

$22,557,431 Top 25% higher than 75% 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

Solaris Foundation 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Solaris Foundation 401(k) Retirement Plan lands in the large band (2,208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Solaris Foundation 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to -$542K in the plan year 2023 filing.
  • Solaris Foundation 401(k) Retirement Plan reported participants fell from 2,474 in the plan year 2022 filing to 2,208 in the plan year 2023 filing.
  • Solaris Foundation 401(k) Retirement Plan end-of-year assets fell from $25M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 455611172 · Solaris Foundation, Inc. PY 2023 · 401(k)

Solaris Foundation 401(k) Retirement Plan · $23M · 2,208 · 75th

  • PCT $23M
  • EIN 2,208
  • RANK 75th
  • PHOTO 401(k)
  • IND near Becker Morgan Group, Inc. 401(k) Retirement Savings Plan
  • EOY ind #13925

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Solaris Foundation 401(k) Retirement Plan in the asset neighbourhood

Solaris Foundation 401(k) Retirement PlanSolaris Foundation 401(k) Re…$23MBecker Morgan Group, Inc. 401(k) Retirement Savings PlanBecker Morgan Group, Inc. 40…$23MInvisionapp, Inc 401(k) Plan$23MCrowe's Management Company 401(k) Retirement Savings PlanCrowe's Management Company 4…$23MBurgess Information Systems Inc. Employees Savings TrustBurgess Information Systems …$23M
End-of-year total assets ($M) among Solaris Foundation 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$542K
Employer EIN455611172
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Solaris Foundation, Inc.)

Sponsor-wide plan assets over time

All Solaris Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 6.379403439535439% vs 2022
2024 filing year
$22M$23M$24M$25M$26M 202220232024 $24.8M $23.3M ▼ -6.4%
Year Plans Participants Total Assets
2022 1 2,474 $25M
2023 1 2,208 $23M
2024 1 1,858 $23M

Nearby 401(k) Plans in Florida

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

Solaris Foundation 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Solaris Foundation 401(k) Retirement Plan, Total assets ($B): 0.022557431 · Participants: 2208Solaris Foundation 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Solaris Foundation 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Solaris Foundation 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Becker Morgan Group, Inc. 401(k) Retirement Savings Plan in MD ($23M); by covered participants it is America's Car Mart, Inc. 401(k) Plan in AR (2,208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,208 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 Solaris Foundation 401(k) Retirement Plan assets move in 2023? ▼
Solaris Foundation 401(k) Retirement Plan pulled back noticeably - down 9.2% during 2023, from $25M to $23M. Reported net income was -$542K.
How have Solaris Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Solaris Foundation, Inc.'s sponsor-wide assets declined 6.4%, from $25M to $23M.
Where does Solaris Foundation 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Solaris Foundation 401(k) Retirement Plan ranks in the 75th 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 Solaris Foundation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Becker Morgan Group, Inc. 401(k) Retirement Savings Plan in MD ($23M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Solaris Foundation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is America's Car Mart, Inc. 401(k) Plan in AR (2,208 participants, $23M 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 455611172.

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.