401(k) · DOL Form 5500 · 2023

Finity, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
125
Participants Small participant base
48th
Percentile by assets National rank
$48,959
Avg per participant Low balance/head
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Official DOL plan name: Finity, Inc. 401(k) Plan · Sponsored by Finity, Inc. · Oregon · Information & Media

$6M in assets, 125 participants

Finity, Inc.'s Finity, Inc. 401(k) Plan reported $6M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #933 in Information & Media (2,818 peers)

Coverage in Oregon

Finity, Inc. 401(k) Plan covers 125 participants in Oregon, about 28% of the average Oregon filer (state average ~443 per filing). Assets: $6M.

#933
in Information & Media (2,818 peers)
+36.7%
assets growth YoY

Finity, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Finity, Inc. 401(k) Plan vs every filed plan by assets

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

$6,119,845 48th percentile higher than 48% 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

Finity, Inc. 401(k) 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. Finity, Inc. 401(k) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Finity, Inc. 401(k) Plan reported net income rose from -$248K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Finity, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Finity, Inc. 401(k) Plan reported participants rose from 122 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 202620734 · Finity, Inc. PY 2023 · 401(k)

Finity, Inc. 401(k) Plan · $6M · 125 · 48th

  • PCT $6M
  • EIN 125
  • RANK 48th
  • PHOTO 401(k)
  • IND near Lippmann Milwaukee 401(k) Plan
  • EOY ind #933

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 Information & Media retirement plans → · Plans in Oregon →

Finity, Inc. 401(k) Plan in the asset neighbourhood

Finity, Inc. 401(k) Plan$6MLippmann Milwaukee 401(k) PlanLippmann Milwaukee 401(k) Pl…$6MStanding Chapter 13 Trustee of Eastern and Western Districts of Arkansas 401(k) PlanStanding Chapter 13 Trustee …$6MEducation Fund of America, LLC 401(k) PlanEducation Fund of America, L…$6MOrthopaedic and Sports Medicine Center - Norman, P. C. 401(k) and Profit Sharing PlanOrthopaedic and Sports Medic…$6M
End-of-year total assets ($M) among Finity, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN202620734
Plan Effective Date2015-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finity, Inc.)

Sponsor-wide plan assets over time

All Finity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 69.03137759427497% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.48M $7.57M ▲ +69.0%
Year Plans Participants Total Assets
2022 1 122 $4M
2023 1 125 $6M
2024 1 133 $8M

Nearby 401(k) Plans in Oregon

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

Finity, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Finity, Inc. 401(k) Plan, Total assets ($B): 0.006119845 · Participants: 125Finity, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Finity, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Finity, Inc. 401(k) Plan side-by-side with 3 peers →

Finity, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Lippmann Milwaukee 401(k) Plan in WI ($6M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Finity, Inc. 401(k) Plan assets move in 2023? ▼
Finity, Inc. 401(k) Plan surged - up 36.7% during 2023, from $4M to $6M. Reported net income was $2M.
How have Finity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finity, Inc.'s sponsor-wide assets grew 69.0%, from $4M to $8M.
Which 401(k) plans are similar in size to Finity, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lippmann Milwaukee 401(k) Plan in WI ($6M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Finity, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 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 202620734.

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.