401(k) · DOL Form 5500 · 2024

Jonathan Foster 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
27th
Percentile by assets National rank
$268,009
Avg per participant High balance/head
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Official DOL plan name: Jonathan Foster Salary Deferral Profit Sharing Plan · Sponsored by Jonathan Foster · New York · Professional & Technical Services

$2M in assets, 6 participants

Jonathan Foster's Jonathan Foster Salary Deferral Profit Sharing Plan reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,574 in Professional & Technical Services (20,173 peers)

Jonathan Foster multi-year trail

Jonathan Foster's plans moved +78.4% in assets from 2022 to 2024; this filing shows Jonathan Foster Salary Deferral Profit Sharing Plan at $2M / 6 participants.

#4,574
in Professional & Technical Services (20,173 peers)
+44.6%
assets growth YoY

Jonathan Foster Salary Deferral Profit Sharing Plan among the smaller filed plans by assets

Jonathan Foster Salary Deferral Profit Sharing Plan vs every filed plan by assets

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

$1,608,051 27th percentile higher than 27% 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

Jonathan Foster Salary Deferral Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jonathan Foster Salary Deferral Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jonathan Foster Salary Deferral Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Jonathan Foster Salary Deferral Profit Sharing Plan reported net income rose from $346K in the plan year 2023 filing to $496K in the plan year 2024 filing.
  • Jonathan Foster Salary Deferral Profit Sharing Plan reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 263255075 · Jonathan Foster PY 2024 · 401(k)

Jonathan Foster Salary Deferral Profit Sharing Plan · $2M · 6 · 27th

  • RANK $2M
  • PHOTO 6
  • IND 27th
  • EOY 401(k)
  • 5500 near David L. Sparks, D.D.S., Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #4574

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 New York →

Jonathan Foster Salary Deferral Profit Sharing Plan in the asset neighbourhood

Jonathan Foster Salary Deferral Profit Sharing PlanJonathan Foster Salary Defer…$2MDavid L. Sparks, D.D.S., Inc. 401(k) Profit Sharing PlanDavid L. Sparks, D.D.S., Inc…$2MOptometrix 401(k) Profit Sharing PlanOptometrix 401(k) Profit Sha…$2MPeerless of America$2MNewport Network Solutions 401 (K) Profit Sharing Plan and TrustNewport Network Solutions 40…$2M
End-of-year total assets ($M) among Jonathan Foster Salary Deferral Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jonathan Foster multi-year asset trail

Sponsor-wide plan assets over time

All Jonathan Foster plans reported in each filing year

Latest sponsor-wide plan assets
$2M 78.3983926903355% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.9M $1.61M ▲ +78.9%
Year Plans Participants Total Assets
2022 1 5 $901K
2023 1 5 $1M
2024 1 6 $2M

Jonathan Foster filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$496K
Employer EIN263255075
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Jonathan Foster Salary Deferral Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jonathan Foster Salary Deferral Profit Sharing Plan, Total assets ($B): 0.001608051 · Participants: 6Jonathan Foster Salary Deferral Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Jonathan Foster Salary Deferral Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jonathan Foster Salary Deferral Profit Sharing Plan side-by-side with 3 peers →

Jonathan Foster Salary Deferral Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is David L. Sparks, D.D.S., Inc. 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Jonathan Foster Salary Deferral Profit Sharing Plan assets move in 2024? ▼
Jonathan Foster Salary Deferral Profit Sharing Plan surged - up 44.6% during 2024, from $1M to $2M. Reported net income was $496K.
How have Jonathan Foster plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jonathan Foster's sponsor-wide assets grew 78.4%, from $901K to $2M.
Which 401(k) plans are similar in size to Jonathan Foster Salary Deferral Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is David L. Sparks, D.D.S., Inc. 401(k) Profit Sharing Plan in CA ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Jonathan Foster Salary Deferral Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 263255075.

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.