401(k) · DOL Form 5500 · 2024
FINRA 401(k) Plan
Data updated 2026-07-24
- $2.5B
- Total assets
- 4,201
- Participants
- 99th
- Percentile by assets
- $592,096
- Avg per participant
Official DOL plan name: Finra Savings Plus Plan · Sponsored by FINRA · District of Columbia · Other Services
$2.5B in assets, 4,201 participants
FINRA's Finra Savings Plus Plan reported $2.5B in total assets and 4,201 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
Coverage in District of Columbia
Finra Savings Plus Plan covers 4,201 participants in District of Columbia, 2.7x the typical District of Columbia plan (state average ~1,541 per filing). Assets: $2.5B.
- $2.5B
- total plan assets (2024 EOY)
- 4,201
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $592,096
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Finra Savings Plus Plan reported net income fell from $392M in the plan year 2023 filing to $305M in the plan year 2024 filing.
- Finra Savings Plus Plan end-of-year assets rose from $2.2B in the plan year 2023 filing to $2.5B in the plan year 2024 filing.
- Finra Savings Plus Plan reported participants rose from 3,958 in the plan year 2023 filing to 4,201 in the plan year 2024 filing.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,541 participants across 821 plans. Finra Savings Plus Plan reports 4,201 participants - 2.7x that state average ($2.5B EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | $305M |
| Employer EIN | 530088710 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (FINRA)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,015 | $2.3B |
| 2023 | 2 | 5,229 | $2.7B |
| 2024 | 2 | 5,425 | $3.0B |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Finra Savings Plus Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
- American Red Cross Savings Plan $1.7B · 17,898
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Finra Savings Plus Plan by total assets, not by location.
- Nnpp Contractor Savings Plan (PA) $2.5B · 8,361
- Pipe Fitters Association L.U. 597, U.a. 401(k) Pla (IL) $2.5B · 9,298
- Precision Castparts Corp. 401(k) Retirement Savings Plan (OR) $2.5B · 17,047
- Amentum 401(k) Retirement Plan (VA) $2.5B · 31,017
Frequently Asked Questions
How did Finra Savings Plus Plan assets move in 2024? ▼
How have FINRA plan assets changed over time? ▼
Where does Finra Savings Plus Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Finra Savings Plus Plan? ▼
Next read for Finra Savings Plus Plan
Filing takeaways
Ways to act on Finra Savings Plus Plan's numbers.
- By total assets, Finra Savings Plus Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
- FINRA's sponsor-wide assets have grown 33.2% since 2022 across 3 plan years on file. More Other Services plans
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 530088710.
Read our methodology - how this data is sourced, computed, and verified.