401(k) · DOL Form 5500 · 2024
FINRA 401(k) Plan
Data updated 2026-08-25
- $2.5B
- Total assets Very large vs avg
- 4,201
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $592,096
- Avg per participant High balance/head
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.
- #7,715 in Other Services (7,719 peers)
Coverage in District of Columbia
Finra Savings Plus Plan covers 4,201 participants in District of Columbia, 2.9x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $2.5B.
- #7,715
- in Other Services (7,719 peers)
- +14.0%
- assets growth YoY
- 25×
- vs typical plan assets (national mean)
Finra Savings Plus Plan's outsized position by total assets
Finra Savings Plus Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,487,396,082 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Finra Savings Plus 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. Finra Savings Plus Plan lands in the large band (4,201 participants).
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.
Published 5500 schedule card
Filing strip 530088710 · FINRA PY 2024 · 401(k)
Finra Savings Plus Plan · $2.5B · 4,201 · 99th
- ASSETS $2.5B
- PCT 4,201
- EIN 99th
- RANK 401(k)
- PHOTO near Nnpp Contractor Savings Plan
- IND ind #7715
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 Other Services retirement plans → · Plans in District of Columbia →
Finra Savings Plus Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All FINRA plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.0B 33.189229812480185% vs 2022
- 2024 filing year
| 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.
- 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
Finra Savings Plus Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Nnpp Contractor Savings Plan in PA ($2.5B); by covered participants it is Quidelortho Savings and Retirement Plan in CA (4,201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.5B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,201 participants); asset peers above are excluded.
- Quidelortho Savings and Retirement Plan (CA) 4,201 · 0 off
- Hologic, Inc. Savings and Investment Plan (MA) 4,201 · 0 off
- Torchy's Tacos 401(k) Plan (TX) 4,203 · 2 off
- Nature Conservancy Savings & Retirement Plan (VA) 4,207 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.