401(k) · DOL Form 5500 · 2024

First Foundation Inc. 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
561
Participants Below avg headcount
89th
Percentile by assets National rank
$150,788
Avg per participant Above avg balance/head
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Official DOL plan name: First Foundation Inc. Retirement Plan · Sponsored by First Foundation Inc. · California · Finance & Insurance

$85M in assets, 561 participants

First Foundation Inc.'s First Foundation Inc. Retirement Plan reported $85M in total assets and 561 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,118 in Finance & Insurance (8,549 peers)

Where First Foundation Inc. Retirement Plan sits by assets

First Foundation Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $85M for 561 participants (~$150,788/participant), up 9.6% in 2024.

#7,118
in Finance & Insurance (8,549 peers)
+9.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

First Foundation Inc. Retirement Plan's outsized position by total assets

First Foundation Inc. Retirement Plan vs every filed plan by assets

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

$84,592,023 Top 11% higher than 89% 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

First Foundation Inc. Retirement 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. First Foundation Inc. Retirement Plan sits mid-pack in the medium band (561 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Foundation Inc. Retirement Plan reported participants fell from 688 in the plan year 2023 filing to 561 in the plan year 2024 filing.
  • First Foundation Inc. Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • First Foundation Inc. Retirement Plan end-of-year assets rose from $77M in the plan year 2023 filing to $85M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 208639702 · First Foundation Inc. PY 2024 · 401(k)

First Foundation Inc. Retirement Plan · $85M · 561 · 89th

  • IND $85M
  • EOY 561
  • 5500 89th
  • ASSETS 401(k)
  • PCT near Keller and Heckman LLP Employees 401(k) Profit Sharing Plan
  • EIN ind #7118

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 Finance & Insurance retirement plans → · Plans in California →

First Foundation Inc. Retirement Plan in the asset neighbourhood

Ceco Environmental 401(k) Savings and Retirement PlanCeco Environmental 401(k) Sa…$85MUrban One, Inc. Employee Retirement PlanUrban One, Inc. Employee Ret…$85MKeller and Heckman LLP Employees 401(k) Profit Sharing PlanKeller and Heckman LLP Emplo…$85MCardinal Financial Company, Limited Partnership 401(k) Retirement PlanCardinal Financial Company, …$85MFirst Foundation Inc. Retirement PlanFirst Foundation Inc. Retire…$85M
End-of-year total assets ($M) among First Foundation Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$85M
Net Income$7M
Employer EIN208639702
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First Foundation Inc.)

Sponsor-wide plan assets over time

All First Foundation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$85M 23.597851053116468% vs 2022
2024 filing year
$65M$70M$75M$80M$85M$90M 202220232024 $68.4M $84.6M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 536 $68M
2023 1 688 $77M
2024 1 561 $85M

Nearby 401(k) Plans in California

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

First Foundation Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants First Foundation Inc. Retirement Plan, Total assets ($B): 0.084592023 · Participants: 561First Foundation Inc. Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
First Foundation Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare First Foundation Inc. Retirement Plan side-by-side with 3 peers →

First Foundation Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Keller and Heckman LLP Employees 401(k) Profit Sharing Plan in DC ($85M); by covered participants it is Weiler, Inc. 401(k) Profit Sharing Plan in IA (561 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (561 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 First Foundation Inc. Retirement Plan assets move in 2024? ▼
First Foundation Inc. Retirement Plan grew at a solid clip - up 9.6% during 2024, from $77M to $85M. Reported net income was $7M.
How have First Foundation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Foundation Inc.'s sponsor-wide assets grew 23.6%, from $68M to $85M.
Where does First Foundation Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
First Foundation Inc. Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to First Foundation Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keller and Heckman LLP Employees 401(k) Profit Sharing Plan in DC ($85M, 120 participants).
Which 401(k) plans cover a similar participant headcount to First Foundation Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Weiler, Inc. 401(k) Profit Sharing Plan in IA (561 participants, N/A 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 208639702.

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.