401(k) · DOL Form 5500 · 2023

Finalsite Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
348
Participants Below avg headcount
79th
Percentile by assets National rank
$85,740
Avg per participant Below avg balance/head
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Official DOL plan name: Finalsite 401(k) Plan · Sponsored by Finalsite Holdings, Inc. · Connecticut · Information & Media

$30M in assets, 348 participants

Finalsite Holdings, Inc.'s Finalsite 401(k) Plan reported $30M in total assets and 348 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,017 in Information & Media (2,818 peers)

Coverage in Connecticut

Finalsite 401(k) Plan covers 348 participants in Connecticut, about 48% of the average Connecticut filer (state average ~718 per filing). Assets: $30M.

#2,017
in Information & Media (2,818 peers)
+37.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Finalsite 401(k) Plan vs every filed plan by assets

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

$29,837,484 Top 21% higher than 79% 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

Finalsite 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. Finalsite 401(k) Plan sits mid-pack in the medium band (348 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Finalsite 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Finalsite 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 348 in the plan year 2023 filing.
  • Finalsite 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455495914 · Finalsite Holdings, Inc. PY 2023 · 401(k)

Finalsite 401(k) Plan · $30M · 348 · 79th

  • EBSA $30M
  • EBSA 348
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Contech Control Services 401(k) Plan
  • EBSA ind #2017

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 Connecticut →

Finalsite 401(k) Plan in the asset neighbourhood

Finalsite 401(k) Plan$30MContech Control Services 401(k) PlanContech Control Services 401…$30MIbaset, Inc. Savings Plan$30MGeneral Grind and Machine, Inc. Profit Sharing Plan and TrustGeneral Grind and Machine, I…$30MAmerican Agricultural Insurance Company Employees Savings TrustAmerican Agricultural Insura…$30M
End-of-year total assets ($M) among Finalsite 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$30M
Net Income$8M
Employer EIN455495914
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finalsite Holdings, Inc.)

Sponsor-wide plan assets over time

All Finalsite Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 83.0653230988% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.7M $39.7M ▲ +83.1%
Year Plans Participants Total Assets
2022 1 158 $22M
2023 1 348 $30M
2024 1 349 $40M

Nearby 401(k) Plans in Connecticut

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

Finalsite 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Finalsite 401(k) Plan, Total assets ($B): 0.029837484 · Participants: 348Finalsite 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
Finalsite 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Finalsite 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Contech Control Services 401(k) Plan in TX ($30M); by covered participants it is Cabinet Specialists 401(k) Plan in TX (348 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (348 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 Finalsite 401(k) Plan assets move in 2023? ▼
Finalsite 401(k) Plan surged - up 37.7% during 2023, from $22M to $30M. Reported net income was $8M.
How have Finalsite Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finalsite Holdings, Inc.'s sponsor-wide assets grew 83.1%, from $22M to $40M.
Where does Finalsite 401(k) Plan rank by assets among Form 5500 filers? ▼
Finalsite 401(k) Plan ranks in the 79th 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 Finalsite 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Contech Control Services 401(k) Plan in TX ($30M, 990 participants).
Which 401(k) plans cover a similar participant headcount to Finalsite 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cabinet Specialists 401(k) Plan in TX (348 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 455495914.

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.