401(k) · DOL Form 5500 · 2023

Foundation Source Philanthropic Services, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
209
Participants Below avg headcount
65th
Percentile by assets National rank
$64,455
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Foundation Source 401(k) Plan · Sponsored by Foundation Source Philanthropic Services, Inc. · Connecticut · Professional & Technical Services

$13M in assets, 209 participants

Foundation Source Philanthropic Services, Inc.'s Foundation Source 401(k) Plan reported $13M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,052 in Professional & Technical Services (20,321 peers)

Coverage in Connecticut

Foundation Source 401(k) Plan covers 209 participants in Connecticut, about 29% of the average Connecticut filer (state average ~718 per filing). Assets: $13M.

#13,052
in Professional & Technical Services (20,321 peers)
+21.4%
assets growth YoY

Foundation Source 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Foundation Source 401(k) Plan vs every filed plan by assets

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

$13,471,034 Top 35% higher than 65% 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 Source 401(k) 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 Source 401(k) Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foundation Source 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Foundation Source 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Foundation Source 401(k) Plan reported participants rose from 190 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510398347 · Foundation Source Philanthropic Services, Inc. PY 2023 · 401(k)

Foundation Source 401(k) Plan · $13M · 209 · 65th

  • BOY $13M
  • BOY 209
  • BOY 65th
  • BOY 401(k)
  • BOY near Herson's, Inc 401(k) Profit Sharing Plan
  • BOY ind #13052

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 Connecticut →

Foundation Source 401(k) Plan in the asset neighbourhood

Foundation Source 401(k) Plan$13MHerson's, Inc 401(k) Profit Sharing PlanHerson's, Inc 401(k) Profit …$13MMaxx Properties 401(k) Plan$13MThe Garrett State Bank 401(k) Employee Stock Ownership PlanThe Garrett State Bank 401(k…$13MOklahoma Arthritis Center, P.C. Profit Sharing PlanOklahoma Arthritis Center, P…$13M
End-of-year total assets ($M) among Foundation Source 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN510398347
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foundation Source Philanthropic Services, Inc.)

Sponsor-wide plan assets over time

All Foundation Source Philanthropic Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.307921321332095% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.1M $15.9M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 190 $11M
2023 1 209 $13M
2024 1 222 $16M

Nearby 401(k) Plans in Connecticut

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

Foundation Source 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Foundation Source 401(k) Plan, Total assets ($B): 0.013471034 · Participants: 209Foundation Source 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Foundation Source 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Foundation Source 401(k) Plan side-by-side with 3 peers →

Foundation Source 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Herson's, Inc 401(k) Profit Sharing Plan in MD ($13M); by covered participants it is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Source 401(k) Plan assets move in 2023? ▼
Foundation Source 401(k) Plan grew sharply - up 21.4% during 2023, from $11M to $13M. Reported net income was $2M.
How have Foundation Source Philanthropic Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foundation Source Philanthropic Services, Inc.'s sponsor-wide assets grew 43.3%, from $11M to $16M.
Which 401(k) plans are similar in size to Foundation Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herson's, Inc 401(k) Profit Sharing Plan in MD ($13M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Foundation Source 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1650 Broadway Associates, Inc. 401(k) Plan in NY (209 participants, $323K 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 510398347.

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.