401(k) · DOL Form 5500 · 2024

Fineos Corporation 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
229
Participants Below avg headcount
78th
Percentile by assets National rank
$136,492
Avg per participant Near avg balance/head
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Official DOL plan name: Fineos Corporation 401(k) Profit Sharing Plan and Trust · Sponsored by Fineos Corporation · Georgia · Professional & Technical Services

$31M in assets, 229 participants

Fineos Corporation's Fineos Corporation 401(k) Profit Sharing Plan and Trust reported $31M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,744 in Professional & Technical Services (20,173 peers)

Coverage in Georgia

Fineos Corporation 401(k) Profit Sharing Plan and Trust covers 229 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $31M.

#15,744
in Professional & Technical Services (20,173 peers)
+23.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Fineos Corporation 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Fineos Corporation 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$31,256,566 Top 22% higher than 78% 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

Fineos Corporation 401(k) Profit Sharing Plan and Trust 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. Fineos Corporation 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fineos Corporation 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $25M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Fineos Corporation 401(k) Profit Sharing Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Fineos Corporation 401(k) Profit Sharing Plan and Trust reported participants fell from 244 in the plan year 2023 filing to 229 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043512701 · Fineos Corporation PY 2024 · 401(k)

Fineos Corporation 401(k) Profit Sharing Plan and Trust · $31M · 229 · 78th

  • SCH $31M
  • SCH 229
  • SCH 78th
  • SCH 401(k)
  • SCH near Sagility 401(k) Plan
  • SCH ind #15744

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Fineos Corporation 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Fineos Corporation 401(k) Profit Sharing Plan and TrustFineos Corporation 401(k) Pr…$31MSagility 401(k) Plan$31MMa Laboratories, Inc. 401(k) Plan and TrustMa Laboratories, Inc. 401(k)…$31MAdams Funds Employee Thrift PlanAdams Funds Employee Thrift …$31MAnteriad, LLC 401(k) Profit Sharing PlanAnteriad, LLC 401(k) Profit …$31M
End-of-year total assets ($M) among Fineos Corporation 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
Net Income$6M
Employer EIN043512701
Plan Effective Date2000-04-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Fineos Corporation)

Sponsor-wide plan assets over time

All Fineos Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$31M 73.05775997130668% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.1M $31.3M ▲ +73.1%
Year Plans Participants Total Assets
2022 1 288 $18M
2023 1 244 $25M
2024 1 229 $31M

Nearby 401(k) Plans in Georgia

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

Fineos Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Fineos Corporation 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.031256566 · Participants: 229Fineos Corporation 401(k) Profit Sharing Plan and TrustThe 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
Fineos Corporation 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Fineos Corporation 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Fineos Corporation 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Sagility 401(k) Plan in CO ($31M); by covered participants it is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Fineos Corporation 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Fineos Corporation 401(k) Profit Sharing Plan and Trust grew sharply - up 23.6% during 2024, from $25M to $31M. Reported net income was $6M.
How have Fineos Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fineos Corporation's sponsor-wide assets grew 73.1%, from $18M to $31M.
Where does Fineos Corporation 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Fineos Corporation 401(k) Profit Sharing Plan and Trust ranks in the 78th 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 Fineos Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sagility 401(k) Plan in CO ($31M, 3,429 participants).
Which 401(k) plans cover a similar participant headcount to Fineos Corporation 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hunter's Ambulance Savings & Retirement Plan in CT (229 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 043512701.

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.