401(k) · DOL Form 5500 · 2023

Foster Garvey P.C. 401(k) Plan

Data updated 2026-08-25

$237M
Total assets Near avg plan size
270
Participants Below avg headcount
95th
Percentile by assets National rank
$879,212
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Foster Garvey 401(k) Plan · Sponsored by Foster Garvey P.C. · Washington · Professional & Technical Services

$237M in assets, 270 participants

Foster Garvey P.C.'s Foster Garvey 401(k) Plan reported $237M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,612 in Professional & Technical Services (20,321 peers)

Coverage in Washington

Foster Garvey 401(k) Plan covers 270 participants in Washington, about 18% of the average Washington filer (state average ~1,476 per filing). Assets: $237M.

#19,612
in Professional & Technical Services (20,321 peers)
+12.3%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Foster Garvey 401(k) Plan's outsized position by total assets

Foster Garvey 401(k) Plan vs every filed plan by assets

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

$237,387,284 Top 5% higher than 95% 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

Foster Garvey 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. Foster Garvey 401(k) Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foster Garvey 401(k) Plan reported net income rose from -$57M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Foster Garvey 401(k) Plan end-of-year assets rose from $211M in the plan year 2022 filing to $237M in the plan year 2023 filing.
  • Foster Garvey 401(k) Plan reported participants rose from 260 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 910876461 · Foster Garvey P.C. PY 2023 · 401(k)

Foster Garvey 401(k) Plan · $237M · 270 · 95th

  • PHOTO $237M
  • PHOTO 270
  • PHOTO 95th
  • PHOTO 401(k)
  • PHOTO near Microstrategy 401(k) Savings Plan
  • PHOTO ind #19612

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 Washington →

Foster Garvey 401(k) Plan in the asset neighbourhood

1st Source Corporation Employee Stock Ownership and Profit Sharing Plan1st Source Corporation Emplo…$237MFoster Garvey 401(k) Plan$237MMicrostrategy 401(k) Savings PlanMicrostrategy 401(k) Savings…$237MThompson Tractor Co., Inc. Profit Sharing Plan and Trust AgreementThompson Tractor Co., Inc. P…$237MVibrantz 401(k) Plan$237M
End-of-year total assets ($M) among Foster Garvey 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$211M
Net Assets (End of Year)$237M
Net Income$26M
Employer EIN910876461
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foster Garvey P.C.)

Sponsor-wide plan assets over time

All Foster Garvey P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$255M 20.786506870674234% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $211M $255M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 260 $211M
2023 1 270 $237M
2024 1 267 $255M

Nearby 401(k) Plans in Washington

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

Foster Garvey 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Foster Garvey 401(k) Plan, Total assets ($B): 0.237387284 · Participants: 270Foster Garvey 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Foster Garvey 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Foster Garvey 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Microstrategy 401(k) Savings Plan in VA ($237M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Foster Garvey 401(k) Plan assets move in 2023? ▼
Foster Garvey 401(k) Plan grew at a solid clip - up 12.3% during 2023, from $211M to $237M. Reported net income was $26M.
How have Foster Garvey P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foster Garvey P.C.'s sponsor-wide assets grew 20.8%, from $211M to $255M.
Where does Foster Garvey 401(k) Plan rank by assets among Form 5500 filers? ▼
Foster Garvey 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Foster Garvey 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Microstrategy 401(k) Savings Plan in VA ($237M, 725 participants).
Which 401(k) plans cover a similar participant headcount to Foster Garvey 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M 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 910876461.

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.