401(k) · DOL Form 5500 · 2023
Folience, Inc. 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 509
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $72,131
- Avg per participant Below avg balance/head
Official DOL plan name: Folience 401(k) Savings Plan · Sponsored by Folience, Inc. · Iowa · Management of Enterprises
$37M in assets, 509 participants
Folience, Inc.'s Folience 401(k) Savings Plan reported $37M in total assets and 509 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #719 in Management of Enterprises (1,137 peers)
Where Folience 401(k) Savings Plan sits by assets
Folience 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $37M for 509 participants (~$72,131/participant), up 13.4% in 2023.
- #719
- in Management of Enterprises (1,137 peers)
- +13.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Folience 401(k) Savings Plan's outsized position by total assets
Folience 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,714,496 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Folience 401(k) Savings 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. Folience 401(k) Savings Plan sits mid-pack in the medium band (509 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Folience 401(k) Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Folience 401(k) Savings Plan end-of-year assets rose from $32M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Folience 401(k) Savings Plan reported participants rose from 457 in the plan year 2022 filing to 509 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 420269570 · Folience, Inc. PY 2023 · 401(k)
Folience 401(k) Savings Plan · $37M · 509 · 82nd
- TYPE $37M
- NET 509
- BOOK 82nd
- VS-ST 401(k)
- BOY near Sunnova Energy Corporation 401(k) Plan & Trust
- SCH ind #719
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 Management of Enterprises retirement plans → · Plans in Iowa →
Folience 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $4M |
| Employer EIN | 420269570 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Folience, Inc.)
Sponsor-wide plan assets over time
All Folience, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 19.07669506513061% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 851 | $68M |
| 2023 | 2 | 964 | $76M |
| 2024 | 2 | 947 | $82M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Folience 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Sunnova Energy Corporation 401(k) Plan & Trust in TX ($37M); by covered participants it is Strongmind, Inc. 401(k) Plan in AZ (509 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (509 participants); asset peers above are excluded.
- Strongmind, Inc. 401(k) Plan (AZ) 509 · 0 off
- Dca Outdoor, Inc. 401(k) Plan (MO) 509 · 0 off
- Monroe Energy Retirement Plan (PA) 509 · 0 off
- M.S. Walker Retirement Trust (MA) 509 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.