401(k) · DOL Form 5500 · 2024

Foley Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
250
Participants Below avg headcount
62nd
Percentile by assets National rank
$53,995
Avg per participant Low balance/head
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Official DOL plan name: Foley Holdings, LLC 401(k) Profit Sharing Plan · Sponsored by Foley Holdings, LLC · Connecticut · Administrative & Support Services

$13M in assets, 250 participants

Foley Holdings, LLC's Foley Holdings, LLC 401(k) Profit Sharing Plan reported $13M in total assets and 250 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,467 in Administrative & Support Services (4,368 peers)

Coverage in Connecticut

Foley Holdings, LLC 401(k) Profit Sharing Plan covers 250 participants in Connecticut, about 35% of the average Connecticut filer (state average ~718 per filing). Assets: $13M.

#3,467
in Administrative & Support Services (4,368 peers)
+15.8%
assets growth YoY

Foley Holdings, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Administrative & Support Services and all filers

Foley Holdings, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,498,745 Top 38% higher than 62% 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

Foley Holdings, LLC 401(k) Profit Sharing 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. Foley Holdings, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Foley Holdings, LLC 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Foley Holdings, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 800873377 · Foley Holdings, LLC PY 2024 · 401(k)

Foley Holdings, LLC 401(k) Profit Sharing Plan · $13M · 250 · 62nd

  • EBSA $13M
  • EBSA 250
  • EBSA 62nd
  • EBSA 401(k)
  • EBSA near Carley Corporation 401(k) Plan
  • EBSA ind #3467

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 Administrative & Support Services retirement plans → · Plans in Connecticut →

Foley Holdings, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Foley Holdings, LLC 401(k) Profit Sharing PlanFoley Holdings, LLC 401(k) P…$13MCarley Corporation 401(k) PlanCarley Corporation 401(k) Pl…$13MEpirus, Inc. 401(k) Plan$13MEast/West Industries, Inc. 401(k) Savings and Profit Sharing PlanEast/West Industries, Inc. 4…$13MFour Star Freightliner, Inc. 401(k) PlanFour Star Freightliner, Inc.…$14M
End-of-year total assets ($M) among Foley Holdings, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN800873377
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foley Holdings, LLC)

Sponsor-wide plan assets over time

All Foley Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 54.697700611720116% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.73M $13.5M ▲ +54.6%
Year Plans Participants Total Assets
2022 1 234 $9M
2023 1 248 $12M
2024 1 250 $13M

Nearby 401(k) Plans in Connecticut

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

Foley Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Foley Holdings, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.013498745 · Participants: 250Foley Holdings, LLC 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Foley Holdings, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Foley Holdings, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Foley Holdings, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Carley Corporation 401(k) Plan in FL ($13M); by covered participants it is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Foley Holdings, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Foley Holdings, LLC 401(k) Profit Sharing Plan grew sharply - up 15.8% during 2024, from $12M to $13M. Reported net income was $2M.
How have Foley Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foley Holdings, LLC's sponsor-wide assets grew 54.7%, from $9M to $13M.
Which 401(k) plans are similar in size to Foley Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carley Corporation 401(k) Plan in FL ($13M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Foley Holdings, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grand Care Health Services, LLC 401(k) Plan in CA (250 participants, $1M 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 800873377.

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.