401(k) · DOL Form 5500 · 2023

Fineos Corporation 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
244
Participants Below avg headcount
77th
Percentile by assets National rank
$103,653
Avg per participant Below avg balance/head
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Official DOL plan name: Fineos Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Fineos Corporation · Massachusetts · Professional & Technical Services

$25M in assets, 244 participants

Fineos Corporation's Fineos Corporation 401(k) Profit Sharing Plan and Trust reported $25M in total assets and 244 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,640 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Fineos Corporation 401(k) Profit Sharing Plan and Trust covers 244 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $25M.

#15,640
in Professional & Technical Services (20,321 peers)
+40.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fineos Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Fineos Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$25,291,412 Top 23% higher than 77% 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

Fineos Corporation 401(k) Profit Sharing Plan and Trust 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. Fineos Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fineos Corporation 401(k) Profit Sharing Plan and Trust reported net income rose from $609K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Fineos Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Fineos Corporation 401(k) Profit Sharing Plan and Trust reported participants fell from 288 in the plan year 2022 filing to 244 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043512701 · Fineos Corporation PY 2023 · 401(k)

Fineos Corporation 401(k) Profit Sharing Plan and Trust · $25M · 244 · 77th

  • PCT $25M
  • PCT 244
  • PCT 77th
  • PCT 401(k)
  • PCT near Gmi Holding, Inc. 401(k) Plan
  • PCT ind #15640

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Fineos Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Sunrise Engineering 401(k) PlanSunrise Engineering 401(k) P…$25MFineos Corporation 401(k) Profit Sharing Plan and TrustFineos Corporation 401(k) Pr…$25MGmi Holding, Inc. 401(k) Plan$25MRtm & Associates, Inc. Profit Sharing/401(k) PlanRtm & Associates, Inc. Profi…$25MLiving Branches Retirement PlanLiving Branches Retirement P…$25M
End-of-year total assets ($M) among Fineos Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$7M
Employer EIN043512701
Plan Effective Date2000-04-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Fineos Corporation)

Sponsor-wide plan assets over time

All Fineos Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$31M 73.05775997130668% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.1M $31.3M ▲ +73.1%
Year Plans Participants Total Assets
2022 1 288 $18M
2023 1 244 $25M
2024 1 229 $31M

Nearby 401(k) Plans in Massachusetts

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

Fineos Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Fineos Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.025291412 · Participants: 244Fineos Corporation 401(k) Profit Sharing Plan and TrustFidelity 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
Fineos Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Fineos Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Fineos Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Gmi Holding, Inc. 401(k) Plan in SC ($25M); by covered participants it is Color Image Apparel, Inc. 401(k) Profit Sharing Plan B in CA (244 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Fineos Corporation 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Fineos Corporation 401(k) Profit Sharing Plan and Trust surged - up 40.0% during 2023, from $18M to $25M. Reported net income was $7M.
How have Fineos Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fineos Corporation's sponsor-wide assets grew 73.1%, from $18M to $31M.
Where does Fineos Corporation 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Fineos Corporation 401(k) Profit Sharing Plan and Trust ranks in the 77th 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 Fineos Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gmi Holding, Inc. 401(k) Plan in SC ($25M, 825 participants).
Which 401(k) plans cover a similar participant headcount to Fineos Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Color Image Apparel, Inc. 401(k) Profit Sharing Plan B in CA (244 participants, $3M 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 043512701.

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.