401(k) · DOL Form 5500 · 2023

Foundation Software, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
418
Participants Below avg headcount
82nd
Percentile by assets National rank
$89,371
Avg per participant Below avg balance/head
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Official DOL plan name: Foundation Software, LLC 401(k) Retirement Savings Plan · Sponsored by Foundation Software, LLC · Ohio · Information & Media

$37M in assets, 418 participants

Foundation Software, LLC's Foundation Software, LLC 401(k) Retirement Savings Plan reported $37M in total assets and 418 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.

  • #2,127 in Information & Media (2,818 peers)

Where Foundation Software, LLC 401(k) Retirement Savings Plan sits by assets

Foundation Software, LLC 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $37M for 418 participants (~$89,371/participant), up 27.4% in 2023.

#2,127
in Information & Media (2,818 peers)
+27.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Foundation Software, LLC 401(k) Retirement Savings Plan's outsized position by total assets

Foundation Software, LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$37,357,073 Top 18% higher than 82% 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 Software, LLC 401(k) Retirement 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. Foundation Software, LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foundation Software, LLC 401(k) Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Foundation Software, LLC 401(k) Retirement Savings Plan end-of-year assets rose from $29M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Foundation Software, LLC 401(k) Retirement Savings Plan reported participants rose from 383 in the plan year 2022 filing to 418 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341474815 · Foundation Software, LLC PY 2023 · 401(k)

Foundation Software, LLC 401(k) Retirement Savings Plan · $37M · 418 · 82nd

  • EBSA $37M
  • EBSA 418
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near Table Mountain Rancheria 401(k) Plan
  • EBSA ind #2127

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 Information & Media retirement plans → · Plans in Ohio →

Foundation Software, LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Industry Employees' Incentive Savings PlanIndustry Employees' Incentiv…$37MSugarhouse Hsp Gaming, LP 401(k) PlanSugarhouse Hsp Gaming, LP 40…$37MFoundation Software, LLC 401(k) Retirement Savings PlanFoundation Software, LLC 401…$37MBulkmatic 401(k) Retirement Savings PlanBulkmatic 401(k) Retirement …$37MTable Mountain Rancheria 401(k) PlanTable Mountain Rancheria 401…$37M
End-of-year total assets ($M) among Foundation Software, LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$37M
Net Income$8M
Employer EIN341474815
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foundation Software, LLC)

Sponsor-wide plan assets over time

All Foundation Software, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 46.345561333712006% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.3M $42.9M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 383 $29M
2023 1 418 $37M
2024 1 481 $43M

Nearby 401(k) Plans in Ohio

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

Foundation Software, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Foundation Software, LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.037357073 · Participants: 418Foundation Software, LLC 401(k) Retirement Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Foundation Software, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Foundation Software, LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Table Mountain Rancheria 401(k) Plan in CA ($37M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 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 (418 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 Software, LLC 401(k) Retirement Savings Plan assets move in 2023? ▼
Foundation Software, LLC 401(k) Retirement Savings Plan grew sharply - up 27.4% during 2023, from $29M to $37M. Reported net income was $8M.
How have Foundation Software, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foundation Software, LLC's sponsor-wide assets grew 46.3%, from $29M to $43M.
Where does Foundation Software, LLC 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Foundation Software, LLC 401(k) Retirement Savings Plan ranks in the 82nd 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 Software, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Table Mountain Rancheria 401(k) Plan in CA ($37M, 901 participants).
Which 401(k) plans cover a similar participant headcount to Foundation Software, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants, $52M 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 341474815.

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.