401(k) · DOL Form 5500 · 2023

Folium, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
347
Participants Below avg headcount
60th
Percentile by assets National rank
$30,105
Avg per participant Low balance/head
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Official DOL plan name: Folium, Inc. 401(k) Profit Sharing Plan · Sponsored by Folium, Inc. · Pennsylvania · Educational Services

$10M in assets, 347 participants

Folium, Inc.'s Folium, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,599 in Educational Services (3,735 peers)

Coverage in Pennsylvania

Folium, Inc. 401(k) Profit Sharing Plan covers 347 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.

#1,599
in Educational Services (3,735 peers)
+24.0%
assets growth YoY

Folium, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Educational Services and all filers

Folium, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,446,277 Top 40% higher than 60% 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

Folium, Inc. 401(k) Profit Sharing 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. Folium, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Folium, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Folium, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Folium, Inc. 401(k) Profit Sharing Plan reported participants rose from 304 in the plan year 2022 filing to 347 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232205138 · Folium, Inc. PY 2023 · 401(k)

Folium, Inc. 401(k) Profit Sharing Plan · $10M · 347 · 60th

  • 5500 $10M
  • 5500 347
  • 5500 60th
  • 5500 401(k)
  • 5500 near Crisp Industries, LLC 401(k) Plan
  • 5500 ind #1599

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 Educational Services retirement plans → · Plans in Pennsylvania →

Folium, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Folium, Inc. 401(k) Profit Sharing PlanFolium, Inc. 401(k) Profit S…$10MCrisp Industries, LLC 401(k) PlanCrisp Industries, LLC 401(k)…$10MRelo Redac, Inc. 401(k) Plan$10MWise US, Inc. 401(k) Plan$10MAmericollect 401(k) Plan$10M
End-of-year total assets ($M) among Folium, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN232205138
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Folium, Inc.)

Sponsor-wide plan assets over time

All Folium, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 53.20164196810661% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.43M $12.9M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 304 $8M
2023 1 347 $10M
2024 1 378 $13M

Nearby 401(k) Plans in Pennsylvania

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

Folium, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Folium, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010446277 · Participants: 347Folium, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Folium, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Folium, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Crisp Industries, LLC 401(k) Plan in TX ($10M); by covered participants it is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Folium, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Folium, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.0% during 2023, from $8M to $10M. Reported net income was $2M.
How have Folium, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Folium, Inc.'s sponsor-wide assets grew 53.2%, from $8M to $13M.
Which 401(k) plans are similar in size to Folium, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Crisp Industries, LLC 401(k) Plan in TX ($10M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Folium, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants, $16M in assets).