401(k) · DOL Form 5500 · 2023
Financial Technology Partners 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 191
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $52,135
- Avg per participant Low balance/head
Official DOL plan name: Financial Technology Partners 401(k) Profit Sharing Plan & Trust · Sponsored by Financial Technology Partners · California · Professional & Technical Services
$10M in assets, 191 participants
Financial Technology Partners's Financial Technology Partners 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,599 in Professional & Technical Services (20,321 peers)
Coverage in California
Financial Technology Partners 401(k) Profit Sharing Plan & Trust covers 191 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $10M.
- #11,599
- in Professional & Technical Services (20,321 peers)
- +51.6%
- assets growth YoY
Financial Technology Partners 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Financial Technology Partners 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,957,710 Top 41% higher than 59% 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
Financial Technology Partners 401(k) Profit Sharing Plan & 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. Financial Technology Partners 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Financial Technology Partners 401(k) Profit Sharing Plan & Trust reported net income rose from $630K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Financial Technology Partners 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Financial Technology Partners 401(k) Profit Sharing Plan & Trust reported participants rose from 160 in the plan year 2022 filing to 191 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 204542623 · Financial Technology Partners PY 2023 · 401(k)
Financial Technology Partners 401(k) Profit Sharing Plan & Trust · $10M · 191 · 59th
- EBSA $10M
- PART 191
- TYPE 59th
- NET 401(k)
- BOOK near Circle Line 401(k) Retirement Plan
- VS-ST ind #11599
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 California →
Financial Technology Partners 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $3M |
| Employer EIN | 204542623 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Financial Technology Partners)
Sponsor-wide plan assets over time
All Financial Technology Partners plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $7M |
| 2023 | 1 | 191 | $10M |
| 2024 | 1 | 161 | N/A |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Financial Technology Partners 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Circle Line 401(k) Retirement Plan in NY ($10M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Circle Line 401(k) Retirement Plan (NY) $10M · 33
- Mcclure & Sons, Inc. 401(k) (WA) $10M · 55
- Jerry Pate Company Retirement Plan (FL) $10M · 172
- Chandler Exhibits, Inc. 401(k) Retirement Plan (MN) $10M · 125
Similar participant headcount
Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.
- Cwb Holdings, Inc. 401(k) Plan (CO) 191 · 0 off
- Guaranty Service Group 401(k) Savings Plan (WI) 191 · 0 off
- Rhinebeck Bank 401(k) Plan (NY) 191 · 0 off
- Parsons Company, Inc. Profit Sharing and 401(k) Plan (IL) 191 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.