401(k) · DOL Form 5500 · 2023

Foster Thomas, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
92
Participants Small participant base
45th
Percentile by assets National rank
$56,567
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Foster Thomas Retirement Plan · Sponsored by Foster Thomas, Inc. · Maryland · Finance & Insurance

$5M in assets, 92 participants

Foster Thomas, Inc.'s Foster Thomas Retirement Plan reported $5M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,841 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Foster Thomas Retirement Plan holds $5M for 92 participants - about $56,567 per participant, in the lower half of filed plans by assets.

#2,841
in Finance & Insurance (8,869 peers)
+3.9%
assets growth YoY

Foster Thomas Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Foster Thomas Retirement Plan vs every filed plan by assets

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

$5,204,164 45th percentile higher than 45% 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

Foster Thomas Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Foster Thomas Retirement Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foster Thomas Retirement Plan reported net income rose from -$908K in the plan year 2022 filing to $198K in the plan year 2023 filing.
  • Foster Thomas Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Foster Thomas Retirement Plan reported participants rose from 89 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521826441 · Foster Thomas, Inc. PY 2023 · 401(k)

Foster Thomas Retirement Plan · $5M · 92 · 45th

  • IND $5M
  • IND 92
  • IND 45th
  • IND 401(k)
  • IND near Coast Mortgage Corporation 401(k) Plan and Trust
  • IND ind #2841

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 Maryland →

Foster Thomas Retirement Plan in the asset neighbourhood

Foster Thomas Retirement Plan$5MCoast Mortgage Corporation 401(k) Plan and TrustCoast Mortgage Corporation 4…$5MArnold Electric Company, Inc. Dba Arnold & Blevins Electric Company, Inc. Employee Savings TrustArnold Electric Company, Inc…$5MMusicnotes Profit Sharing and Employee Savings PlanMusicnotes Profit Sharing an…$5MNPW401K$5M
End-of-year total assets ($M) among Foster Thomas Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$198K
Employer EIN521826441
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foster Thomas, Inc.)

Sponsor-wide plan assets over time

All Foster Thomas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.377977822902006% vs 2022
2024 filing year
$4.4M$4.6M$4.8M$5M$5.2M$5.4M 202220232024 $5.01M $4.64M ▼ -7.4%
Year Plans Participants Total Assets
2022 1 89 $5M
2023 1 92 $5M
2024 1 77 $5M

Nearby 401(k) Plans in Maryland

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

Foster Thomas Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Foster Thomas Retirement Plan, Total assets ($B): 0.005204164 · Participants: 92Foster Thomas Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Foster Thomas Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Foster Thomas Retirement Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Coast Mortgage Corporation 401(k) Plan and Trust in AK ($5M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Foster Thomas Retirement Plan assets move in 2023? ▼
Foster Thomas Retirement Plan edged up modestly - up 3.9% during 2023, from $5M to $5M. Reported net income was $198K.
How have Foster Thomas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foster Thomas, Inc.'s sponsor-wide assets declined 7.4%, from $5M to $5M.
Which 401(k) plans are similar in size to Foster Thomas Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coast Mortgage Corporation 401(k) Plan and Trust in AK ($5M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Foster Thomas Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 participants, N/A 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 521826441.

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.