401(k) · DOL Form 5500 · 2024
Foundation 2, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $23,605
- Avg per participant Low balance/head
Official DOL plan name: Foundation 2 401(k) Plan · Sponsored by Foundation 2, Inc. · Iowa · Healthcare & Social Assistance
$3M in assets, 122 participants
Foundation 2, Inc.'s Foundation 2 401(k) Plan reported $3M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.
- #5,681 in Healthcare & Social Assistance (16,916 peers)
Coverage in Iowa
Foundation 2 401(k) Plan covers 122 participants in Iowa, about 20% of the average Iowa filer (state average ~609 per filing). Assets: $3M.
- #5,681
- in Healthcare & Social Assistance (16,916 peers)
- +26.3%
- assets growth YoY
Foundation 2 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Foundation 2 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,879,757 34th percentile higher than 34% 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
Foundation 2 401(k) 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. Foundation 2 401(k) Plan sits mid-pack in the medium band (122 participants).
Plan-year Form 5500 strip
Filing strip 421078444 · Foundation 2, Inc. PY 2024 · 401(k)
Foundation 2 401(k) Plan · $3M · 122 · 34th
- SCH $3M
- EBSA 122
- PART 34th
- TYPE 401(k)
- NET near Muir Brothers Funeral Home, Inc. 401(k) Profit Sharing Plan
- BOOK ind #5681
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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →
Foundation 2 401(k) Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $600K |
| Employer EIN | 421078444 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Foundation 2 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Muir Brothers Funeral Home, Inc. 401(k) Profit Sharing Plan in MI ($3M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- Assertio Management, LLC 401(k) Retirement Plan (IL) 122 · 0 off
- Canvas 401(k) Plan (VA) 122 · 0 off
- Amg, Inc 401(k) Plan (VA) 122 · 0 off
- Lower West Side Household Services Non-Union Retirement Plan (NY) 122 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.