401(k) · DOL Form 5500 · 2023

Success for All Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
97
Participants Small participant base
73rd
Percentile by assets National rank
$211,541
Avg per participant Above avg balance/head
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Official DOL plan name: Success for All Foundation, Inc. Retirement Plan · Sponsored by Success for All Foundation, Inc. · Maryland · Educational Services

$21M in assets, 97 participants

Success for All Foundation, Inc.'s Success for All Foundation, Inc. Retirement Plan reported $21M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,090 in Educational Services (3,735 peers)

What the 2023 filing shows

Success for All Foundation, Inc. Retirement Plan holds $21M for 97 participants - about $211,541 per participant, above the median plan by assets.

#2,090
in Educational Services (3,735 peers)
+2.6%
assets growth YoY

Success for All Foundation, Inc. Retirement Plan's outsized position by total assets

Success for All Foundation, Inc. Retirement Plan vs every filed plan by assets

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

$20,519,492 Top 27% higher than 73% 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

Success for All Foundation, Inc. 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. Success for All Foundation, Inc. Retirement Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Success for All Foundation, Inc. Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $517K in the plan year 2023 filing.
  • Success for All Foundation, Inc. Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Success for All Foundation, Inc. Retirement Plan reported participants fell from 98 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522061820 · Success for All Foundation, Inc. PY 2023 · 401(k)

Success for All Foundation, Inc. Retirement Plan · $21M · 97 · 73rd

  • VS-ST $21M
  • BOY 97
  • SCH 73rd
  • EBSA 401(k)
  • PART near Jht Holdings, Inc. and Participating Employers 401(k) Plan
  • TYPE ind #2090

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 Educational Services retirement plans → · Plans in Maryland →

Success for All Foundation, Inc. Retirement Plan in the asset neighbourhood

Success for All Foundation, Inc. Retirement PlanSuccess for All Foundation, …$21MJht Holdings, Inc. and Participating Employers 401(k) PlanJht Holdings, Inc. and Parti…$21MKpcb Associates Deferred Savings PlanKpcb Associates Deferred Sav…$21MOrders Construction Company 401(k) PlanOrders Construction Company …$21MResource Bank Profit Sharing Plan and TrustResource Bank Profit Sharing…$21M
End-of-year total assets ($M) among Success for All Foundation, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$517K
Employer EIN522061820
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Success for All Foundation, Inc.)

Sponsor-wide plan assets over time

All Success for All Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 9.57328908837869% vs 2022
2024 filing year
$19M$20M$21M$22M$23M 202220232024 $20M $21.9M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 98 $20M
2023 1 97 $21M
2024 1 88 $22M

Nearby 401(k) Plans in Maryland

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

Success for All Foundation, Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Success for All Foundation, Inc. Retirement Plan, Total assets ($B): 0.020519492 · Participants: 97Success for All Foundation, Inc. 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
Success for All Foundation, Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Success for All Foundation, Inc. Retirement Plan side-by-side with 3 peers →

Success for All Foundation, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Jht Holdings, Inc. and Participating Employers 401(k) Plan in WI ($21M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Success for All Foundation, Inc. Retirement Plan assets move in 2023? ▼
Success for All Foundation, Inc. Retirement Plan edged up modestly - up 2.6% during 2023, from $20M to $21M. Reported net income was $517K.
How have Success for All Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Success for All Foundation, Inc.'s sponsor-wide assets grew 9.6%, from $20M to $22M.
Which 401(k) plans are similar in size to Success for All Foundation, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jht Holdings, Inc. and Participating Employers 401(k) Plan in WI ($21M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Success for All Foundation, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 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 522061820.

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.