401(k) · DOL Form 5500 · 2024

FINTHRIVE 401(k) Plan

Data updated 2026-08-25

$184M
Total assets Near avg plan size
1,218
Participants Near avg headcount
94th
Percentile by assets National rank
$150,676
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Finthrive 401(k) Plan · Sponsored by FINTHRIVE · Texas · Professional & Technical Services

$184M in assets, 1,218 participants

FINTHRIVE's Finthrive 401(k) Plan reported $184M in total assets and 1,218 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,167 in Professional & Technical Services (20,173 peers)

Where Finthrive 401(k) Plan sits by assets

Finthrive 401(k) Plan sits in the top 10% of all filed plans by assets, $184M for 1,218 participants (~$150,676/participant), up 10.0% in 2024.

#19,167
in Professional & Technical Services (20,173 peers)
+10.0%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Finthrive 401(k) Plan's outsized position by total assets

Finthrive 401(k) Plan vs every filed plan by assets

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

$183,523,526 Top 6% higher than 94% 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

Finthrive 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Finthrive 401(k) Plan lands in the large band (1,218 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Finthrive 401(k) Plan reported participants fell from 1,687 in the plan year 2023 filing to 1,218 in the plan year 2024 filing.
  • Finthrive 401(k) Plan reported net income fell from $21M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Finthrive 401(k) Plan end-of-year assets rose from $167M in the plan year 2023 filing to $184M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 474470095 · FINTHRIVE PY 2024 · 401(k)

Finthrive 401(k) Plan · $184M · 1,218 · 94th

  • NET $184M
  • NET 1,218
  • NET 94th
  • NET 401(k)
  • NET near The Mutual Group 401(k) Plan
  • NET ind #19167

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 Texas →

Finthrive 401(k) Plan in the asset neighbourhood

Stites & Harbison, PLLC Restated Security Plan IStites & Harbison, PLLC Rest…$184MTa Operating LLC 401(k) Savings PlanTa Operating LLC 401(k) Savi…$184MFinthrive 401(k) Plan$184MThe Mutual Group 401(k) Plan$184MAcadian Ambulance Service, Inc. Profit Sharing 401(k) PlanAcadian Ambulance Service, I…$183M
End-of-year total assets ($M) among Finthrive 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$167M
Net Assets (End of Year)$184M
Net Income$17M
Employer EIN474470095
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FINTHRIVE)

Sponsor-wide plan assets over time

All FINTHRIVE plans reported in each filing year

Latest sponsor-wide plan assets
$184M 25.60844683054234% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $146M $184M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 899 $146M
2023 1 1,687 $167M
2024 1 1,218 $184M

Nearby 401(k) Plans in Texas

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

Finthrive 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Finthrive 401(k) Plan, Total assets ($B): 0.183523526 · Participants: 1218Finthrive 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Finthrive 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Finthrive 401(k) Plan side-by-side with 3 peers →

Finthrive 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Mutual Group 401(k) Plan in IA ($184M); by covered participants it is Desert Financial Credit Union 401(k) Profit Sharing Plan in AZ (1,218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($184M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,218 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 Finthrive 401(k) Plan assets move in 2024? ▼
Finthrive 401(k) Plan grew at a solid clip - up 10.0% during 2024, from $167M to $184M. Reported net income was $17M.
How have FINTHRIVE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), FINTHRIVE's sponsor-wide assets grew 25.6%, from $146M to $184M.
Where does Finthrive 401(k) Plan rank by assets among Form 5500 filers? ▼
Finthrive 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Finthrive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Mutual Group 401(k) Plan in IA ($184M, 460 participants).
Which 401(k) plans cover a similar participant headcount to Finthrive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Desert Financial Credit Union 401(k) Profit Sharing Plan in AZ (1,218 participants, $132M 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 474470095.

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.