401(k) · DOL Form 5500 · 2023

Foundation Partners Group, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
1,370
Participants Near avg headcount
78th
Percentile by assets National rank
$19,938
Avg per participant Low balance/head
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Official DOL plan name: Foundation Partners Group, LLC Retirement Savings Plan · Sponsored by Foundation Partners Group, LLC · Florida · Other Services

$27M in assets, 1,370 participants

Foundation Partners Group, LLC's Foundation Partners Group, LLC Retirement Savings Plan reported $27M in total assets and 1,370 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,973 in Other Services (7,857 peers)

Coverage in Florida

Foundation Partners Group, LLC Retirement Savings Plan covers 1,370 participants in Florida, 2.2x the typical Florida plan (state average ~628 per filing). Assets: $27M.

#6,973
in Other Services (7,857 peers)
+33.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Foundation Partners Group, LLC Retirement Savings Plan's outsized position by total assets

Foundation Partners Group, LLC Retirement Savings Plan vs every filed plan by assets

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

$27,314,825 Top 22% higher than 78% 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

Foundation Partners Group, LLC Retirement Savings 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. Foundation Partners Group, LLC Retirement Savings Plan lands in the large band (1,370 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foundation Partners Group, LLC Retirement Savings Plan reported net income rose from $334K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Foundation Partners Group, LLC Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Foundation Partners Group, LLC Retirement Savings Plan reported participants rose from 1,208 in the plan year 2022 filing to 1,370 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 272399927 · Foundation Partners Group, LLC PY 2023 · 401(k)

Foundation Partners Group, LLC Retirement Savings Plan · $27M · 1,370 · 78th

  • PHOTO $27M
  • PHOTO 1,370
  • PHOTO 78th
  • PHOTO 401(k)
  • PHOTO near Caltrol, Inc. 401(k) Savings Plan
  • PHOTO ind #6973

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 Other Services retirement plans → · Plans in Florida →

Foundation Partners Group, LLC Retirement Savings Plan in the asset neighbourhood

The Colorado River Indian Tribes Retirement Plan and TrustThe Colorado River Indian Tr…$27MClari Retirement Savings Plan$27MFoundation Partners Group, LLC Retirement Savings PlanFoundation Partners Group, L…$27MCaltrol, Inc. 401(k) Savings PlanCaltrol, Inc. 401(k) Savings…$27MArmstrong Garden Centers, Inc. 401(k) PlanArmstrong Garden Centers, In…$27M
End-of-year total assets ($M) among Foundation Partners Group, LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$27M
Net Income$7M
Employer EIN272399927
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foundation Partners Group, LLC)

Sponsor-wide plan assets over time

All Foundation Partners Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 54.92310968213818% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.4M $31.6M ▲ +54.9%
Year Plans Participants Total Assets
2022 1 1,208 $20M
2023 1 1,370 $27M
2024 1 1,588 $32M

Nearby 401(k) Plans in Florida

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

Foundation Partners Group, LLC Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Foundation Partners Group, LLC Retirement Savings Plan, Total assets ($B): 0.027314825 · Participants: 1370Foundation Partners Group, LLC Retirement Savings 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
Foundation Partners Group, LLC Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Foundation Partners Group, LLC Retirement Savings Plan side-by-side with 3 peers →

Foundation Partners Group, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Caltrol, Inc. 401(k) Savings Plan in NV ($27M); by covered participants it is Pacific Premier Bank 401(k) Plan in CA (1,370 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,370 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 Foundation Partners Group, LLC Retirement Savings Plan assets move in 2023? ▼
Foundation Partners Group, LLC Retirement Savings Plan surged - up 33.9% during 2023, from $20M to $27M. Reported net income was $7M.
How have Foundation Partners Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foundation Partners Group, LLC's sponsor-wide assets grew 54.9%, from $20M to $32M.
Where does Foundation Partners Group, LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Foundation Partners Group, LLC Retirement Savings Plan ranks in the 78th 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 Foundation Partners Group, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caltrol, Inc. 401(k) Savings Plan in NV ($27M, 287 participants).
Which 401(k) plans cover a similar participant headcount to Foundation Partners Group, LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pacific Premier Bank 401(k) Plan in CA (1,370 participants, $115M 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 272399927.

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.