401(k) · DOL Form 5500 · 2023

Finn Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
850
Participants Near avg headcount
91st
Percentile by assets National rank
$112,889
Avg per participant Below avg balance/head
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Official DOL plan name: Finn Partners, Inc. 401(k) Plan · Sponsored by Finn Partners, Inc. · New York · Professional & Technical Services

$96M in assets, 850 participants

Finn Partners, Inc.'s Finn Partners, Inc. 401(k) Plan reported $96M in total assets and 850 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,731 in Professional & Technical Services (20,321 peers)

Where Finn Partners, Inc. 401(k) Plan sits by assets

Finn Partners, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $96M for 850 participants (~$112,889/participant), up 25.0% in 2023.

#18,731
in Professional & Technical Services (20,321 peers)
+25.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Finn Partners, Inc. 401(k) Plan's outsized position by total assets

Finn Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$95,955,590 Top 9% higher than 91% 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

Finn Partners, Inc. 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. Finn Partners, Inc. 401(k) Plan sits mid-pack in the medium band (850 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Finn Partners, Inc. 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Finn Partners, Inc. 401(k) Plan reported participants rose from 605 in the plan year 2022 filing to 850 in the plan year 2023 filing.
  • Finn Partners, Inc. 401(k) Plan end-of-year assets rose from $77M in the plan year 2022 filing to $96M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133366334 · Finn Partners, Inc. PY 2023 · 401(k)

Finn Partners, Inc. 401(k) Plan · $96M · 850 · 91st

  • 5500 $96M
  • 5500 850
  • 5500 91st
  • 5500 401(k)
  • 5500 near Grand River Medical Group Retirement Plan
  • 5500 ind #18731

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 New York →

Finn Partners, Inc. 401(k) Plan in the asset neighbourhood

Williams & Connolly LLP 401(k) Savings Plan and TrustWilliams & Connolly LLP 401(…$96MFinn Partners, Inc. 401(k) PlanFinn Partners, Inc. 401(k) P…$96MGrand River Medical Group Retirement PlanGrand River Medical Group Re…$96MSupernus Pharmaceuticals, Inc. 401(k) Profit Sharing PlanSupernus Pharmaceuticals, In…$96MThe Henry J. Kaiser Family Foundation 401(k) PlanThe Henry J. Kaiser Family F…$96M
End-of-year total assets ($M) among Finn Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$96M
Net Income$19M
Employer EIN133366334
Plan Effective Date2014-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finn Partners, Inc.)

Sponsor-wide plan assets over time

All Finn Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 50.33365166870251% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $76.8M $115M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 605 $77M
2023 1 850 $96M
2024 1 818 $115M

Nearby 401(k) Plans in New York

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

Finn Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Finn Partners, Inc. 401(k) Plan, Total assets ($B): 0.09595559 · Participants: 850Finn Partners, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Finn Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Finn Partners, Inc. 401(k) Plan side-by-side with 3 peers →

Finn Partners, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Grand River Medical Group Retirement Plan in IA ($96M); by covered participants it is Rawlings Sporting Goods 401(k) Plan in MO (850 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (850 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 Finn Partners, Inc. 401(k) Plan assets move in 2023? ▼
Finn Partners, Inc. 401(k) Plan grew sharply - up 25.0% during 2023, from $77M to $96M. Reported net income was $19M.
How have Finn Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finn Partners, Inc.'s sponsor-wide assets grew 50.3%, from $77M to $115M.
Where does Finn Partners, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Finn Partners, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Finn Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grand River Medical Group Retirement Plan in IA ($96M, 396 participants).
Which 401(k) plans cover a similar participant headcount to Finn Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rawlings Sporting Goods 401(k) Plan in MO (850 participants, $56M 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 133366334.

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.