401(k) · DOL Form 5500 · 2024

Folience, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
500
Participants Below avg headcount
81st
Percentile by assets National rank
$77,008
Avg per participant Below avg balance/head
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Official DOL plan name: Folience 401(k) Savings Plan · Sponsored by Folience, Inc. · Iowa · Management of Enterprises

$39M in assets, 500 participants

Folience, Inc.'s Folience 401(k) Savings Plan reported $39M in total assets and 500 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #716 in Management of Enterprises (1,133 peers)

Where Folience 401(k) Savings Plan sits by assets

Folience 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $39M for 500 participants (~$77,008/participant), up 4.9% in 2024.

#716
in Management of Enterprises (1,133 peers)
+4.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Folience 401(k) Savings Plan vs every filed plan by assets

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

$38,504,188 Top 19% higher than 81% 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

Folience 401(k) Savings Plan 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. Folience 401(k) Savings Plan sits mid-pack in the medium band (500 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Folience 401(k) Savings Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Folience 401(k) Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Folience 401(k) Savings Plan reported participants fell from 509 in the plan year 2023 filing to 500 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 420269570 · Folience, Inc. PY 2024 · 401(k)

Folience 401(k) Savings Plan · $39M · 500 · 81st

  • EBSA $39M
  • EBSA 500
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near Sema 401(k) Savings Plan
  • EBSA ind #716

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 Management of Enterprises retirement plans → · Plans in Iowa →

Folience 401(k) Savings Plan in the asset neighbourhood

Marcus and Shapira Profit Sharing Plan and TrustMarcus and Shapira Profit Sh…$39MFolience 401(k) Savings Plan$39MSema 401(k) Savings Plan$39MPerfect Sense Inc. 401(k) PlanPerfect Sense Inc. 401(k) Pl…$38MEssex Industries, Inc. 401(k) & Profit Sharing PlanEssex Industries, Inc. 401(k…$38M
End-of-year total assets ($M) among Folience 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$39M
Net Income$1M
Employer EIN420269570
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Folience, Inc.)

Sponsor-wide plan assets over time

All Folience, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 19.07669506513061% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $68.5M $81.6M ▲ +19.1%
Year Plans Participants Total Assets
2022 2 851 $68M
2023 2 964 $76M
2024 2 947 $82M

Nearby 401(k) Plans in Iowa

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

Folience 401(k) Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Folience 401(k) Savings Plan, Total assets ($B): 0.038504188 · Participants: 500Folience 401(k) Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Folience 401(k) Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Folience 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Sema 401(k) Savings Plan in CA ($39M); by covered participants it is Qualifacts Systems 401(k) Plan in TN (500 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (500 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 Folience 401(k) Savings Plan assets move in 2024? ▼
Folience 401(k) Savings Plan edged up modestly - up 4.9% during 2024, from $37M to $39M. Reported net income was $1M.
How have Folience, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Folience, Inc.'s sponsor-wide assets grew 19.1%, from $68M to $82M.
Where does Folience 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Folience 401(k) Savings Plan ranks in the 81st 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 Folience 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sema 401(k) Savings Plan in CA ($39M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Folience 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Qualifacts Systems 401(k) Plan in TN (500 participants, $33M 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 420269570.

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.