401(k) · DOL Form 5500 · 2023
Fg, LLC Dba the Foundation Group 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 1,686
- Participants Near avg headcount
- 63rd
- Percentile by assets National rank
- $7,162
- Avg per participant Low balance/head
Official DOL plan name: Tfg 401(k) Savings Plan · Sponsored by Fg, LLC Dba the Foundation Group · Missouri · Healthcare & Social Assistance
$12M in assets, 1,686 participants
Fg, LLC Dba the Foundation Group's Tfg 401(k) Savings Plan reported $12M in total assets and 1,686 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,053 in Healthcare & Social Assistance (17,684 peers)
Coverage in Missouri
Tfg 401(k) Savings Plan covers 1,686 participants in Missouri, 2.3x the typical Missouri plan (state average ~737 per filing). Assets: $12M.
- #12,053
- in Healthcare & Social Assistance (17,684 peers)
- +19.3%
- assets growth YoY
Tfg 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Tfg 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,074,482 Top 37% higher than 63% 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
Tfg 401(k) 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. Tfg 401(k) Savings Plan lands in the large band (1,686 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tfg 401(k) Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Tfg 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Tfg 401(k) Savings Plan reported participants fell from 1,826 in the plan year 2022 filing to 1,686 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 814579176 · Fg, LLC Dba the Foundation Group PY 2023 · 401(k)
Tfg 401(k) Savings Plan · $12M · 1,686 · 63rd
- TYPE $12M
- NET 1,686
- BOOK 63rd
- VS-ST 401(k)
- BOY near Peoples Pharmacy, Inc. 401(k) Plan
- SCH ind #12053
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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →
Tfg 401(k) Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 814579176 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fg, LLC Dba the Foundation Group)
Sponsor-wide plan assets over time
All Fg, LLC Dba the Foundation Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 21.610225690769195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,826 | $10M |
| 2023 | 1 | 1,686 | $12M |
| 2024 | 1 | 2,315 | $12M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Tfg 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Peoples Pharmacy, Inc. 401(k) Plan in TX ($12M); by covered participants it is Encore Wire Corporation 401(k) Profit Sharing Plan in TX (1,686 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Peoples Pharmacy, Inc. 401(k) Plan (TX) $12M · 147
- Isys Solutions, Inc. 401(k) Profit Sharing Plan (CA) $12M · 137
- Tiger Woods Foundation, Inc. Retirement Savings Plan (CA) $12M · 57
- Newforma, Inc. 401(k) Plan (NH) $12M · 101
Similar participant headcount
Nearest other-state filings by covered participants (1,686 participants); asset peers above are excluded.
- Encore Wire Corporation 401(k) Profit Sharing Plan (TX) 1,686 · 0 off
- Mathematica Group Holding Inc. Profit Sharing Plan (NJ) 1,686 · 0 off
- Pt Solutions Holdings, LLC 401(k) Plan (GA) 1,686 · 0 off
- Madix, Inc. 401(k) Profit Sharing Plan (TX) 1,687 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.