401(k) · DOL Form 5500 · 2024

Finity, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
133
Participants Small participant base
50th
Percentile by assets National rank
$56,890
Avg per participant Low balance/head
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Official DOL plan name: Finity, Inc. 401(k) Plan · Sponsored by Finity, Inc. · Oregon · Information & Media

$8M in assets, 133 participants

Finity, Inc.'s Finity, Inc. 401(k) Plan reported $8M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

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

Coverage in Oregon

Finity, Inc. 401(k) Plan covers 133 participants in Oregon, about 30% of the average Oregon filer (state average ~443 per filing). Assets: $8M.

#987
in Information & Media (2,822 peers)
+23.6%
assets growth YoY

Finity, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Finity, Inc. 401(k) Plan vs every filed plan by assets

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

$7,566,431 Top 50% higher than 50% 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

Finity, Inc. 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. Finity, Inc. 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Finity, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Finity, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Finity, Inc. 401(k) Plan reported participants rose from 125 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202620734 · Finity, Inc. PY 2024 · 401(k)

Finity, Inc. 401(k) Plan · $8M · 133 · 50th

  • PART $8M
  • TYPE 133
  • NET 50th
  • BOOK 401(k)
  • VS-ST near Preservation Management, Inc. 401(k) Profit Sharing Plan
  • BOY ind #987

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 Oregon →

Finity, Inc. 401(k) Plan in the asset neighbourhood

Finity, Inc. 401(k) Plan$8MPreservation Management, Inc. 401(k) Profit Sharing PlanPreservation Management, Inc…$8MLifepath, Inc. 401(k) Plan$8MPete's Rv Center 401(k) Plan$8MCaliber Public Schools 401(k) Profit Sharing Plan and TrustCaliber Public Schools 401(k…$8M
End-of-year total assets ($M) among Finity, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN202620734
Plan Effective Date2015-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finity, Inc.)

Sponsor-wide plan assets over time

All Finity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 69.03137759427497% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.48M $7.57M ▲ +69.0%
Year Plans Participants Total Assets
2022 1 122 $4M
2023 1 125 $6M
2024 1 133 $8M

Nearby 401(k) Plans in Oregon

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

Finity, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Finity, Inc. 401(k) Plan, Total assets ($B): 0.007566431 · Participants: 133Finity, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Finity, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Finity, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME ($8M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Finity, Inc. 401(k) Plan assets move in 2024? ▼
Finity, Inc. 401(k) Plan grew sharply - up 23.6% during 2024, from $6M to $8M. Reported net income was $1M.
How have Finity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finity, Inc.'s sponsor-wide assets grew 69.0%, from $4M to $8M.
Which 401(k) plans are similar in size to Finity, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME ($8M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Finity, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 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 202620734.

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.