401(k) · DOL Form 5500 · 2024

Finquery, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
350
Participants Below avg headcount
60th
Percentile by assets National rank
$34,749
Avg per participant Low balance/head
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Official DOL plan name: Finquery 401(k) Plan · Sponsored by Finquery, LLC · Georgia · Information & Media

$12M in assets, 350 participants

Finquery, LLC's Finquery 401(k) Plan reported $12M in total assets and 350 participants in its 2024 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.

  • #1,326 in Information & Media (2,822 peers)

Coverage in Georgia

Finquery 401(k) Plan covers 350 participants in Georgia, about 32% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.

#1,326
in Information & Media (2,822 peers)
+26.4%
assets growth YoY

Finquery 401(k) Plan's mid-pack asset rank among Information & Media and all filers

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,162,276 Top 40% higher than 60% of 123,620 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 2024

Finquery 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Finquery 401(k) Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Finquery 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Finquery 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Finquery 401(k) Plan reported participants fell from 359 in the plan year 2023 filing to 350 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 453280405 · Finquery, LLC PY 2024 · 401(k)

Finquery 401(k) Plan · $12M · 350 · 60th

  • PART $12M
  • TYPE 350
  • NET 60th
  • BOOK 401(k)
  • VS-ST near Heartland Dermatology 401(k) Plan
  • BOY ind #1326

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 Georgia →

Finquery 401(k) Plan in the asset neighbourhood

Finquery 401(k) Plan$12MHeartland Dermatology 401(k) PlanHeartland Dermatology 401(k)…$12MAbrams & Bayliss LLP 401(k) Retirement PlanAbrams & Bayliss LLP 401(k) …$12MTbi Employee Profit Sharing 401(k) PlanTbi Employee Profit Sharing …$12MBookbub Retirement Plan$12M
End-of-year total assets ($M) among Finquery 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN453280405
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finquery, LLC)

Sponsor-wide plan assets over time

All Finquery, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 125.22324594849945% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.4M $12.2M ▲ +125.2%
Year Plans Participants Total Assets
2022 1 296 $5M
2023 1 359 $10M
2024 1 350 $12M

Nearby 401(k) Plans in Georgia

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

Finquery 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Finquery 401(k) Plan, Total assets ($B): 0.012162276 · Participants: 350Finquery 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Finquery 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Finquery 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Heartland Dermatology 401(k) Plan in KS ($12M); by covered participants it is Adept Plastic Finishing, Inc. 401(k) Profit Sharing Plan in MI (350 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (350 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Finquery 401(k) Plan assets move in 2024? ▼
Finquery 401(k) Plan grew sharply - up 26.4% during 2024, from $10M to $12M. Reported net income was $2M.
How have Finquery, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finquery, LLC's sponsor-wide assets grew 125.2%, from $5M to $12M.
Which 401(k) plans are similar in size to Finquery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heartland Dermatology 401(k) Plan in KS ($12M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Finquery 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Adept Plastic Finishing, Inc. 401(k) Profit Sharing Plan in MI (350 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 453280405.

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.