401(k) · DOL Form 5500 · 2024
Financial Independence Group, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 178
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $108,267
- Avg per participant Below avg balance/head
Official DOL plan name: Financial Independence Corporation Retirement Plan · Sponsored by Financial Independence Group, LLC · North Carolina · Finance & Insurance
$19M in assets, 178 participants
Financial Independence Group, LLC's Financial Independence Corporation Retirement Plan reported $19M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #4,642 in Finance & Insurance (8,549 peers)
Coverage in North Carolina
Financial Independence Corporation Retirement Plan covers 178 participants in North Carolina, about 22% of the average North Carolina filer (state average ~819 per filing). Assets: $19M.
- #4,642
- in Finance & Insurance (8,549 peers)
- +17.6%
- assets growth YoY
Financial Independence Corporation Retirement Plan's outsized position by total assets
Financial Independence Corporation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,271,499 Top 30% higher than 70% 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
Financial Independence Corporation Retirement 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. Financial Independence Corporation Retirement Plan sits mid-pack in the medium band (178 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Financial Independence Corporation Retirement Plan reported participants rose from 150 in the plan year 2023 filing to 178 in the plan year 2024 filing.
- Financial Independence Corporation Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Financial Independence Corporation Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 561346906 · Financial Independence Group, LLC PY 2024 · 401(k)
Financial Independence Corporation Retirement Plan · $19M · 178 · 70th
- EIN $19M
- RANK 178
- PHOTO 70th
- IND 401(k)
- EOY near Staffing Partners Holdings 401(k) Plan
- 5500 ind #4642
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Financial Independence Corporation Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 561346906 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Financial Independence Group, LLC)
Sponsor-wide plan assets over time
All Financial Independence Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 39.3427366577958% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $14M |
| 2023 | 1 | 150 | $16M |
| 2024 | 1 | 178 | $19M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Financial Independence Corporation Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Staffing Partners Holdings 401(k) Plan in CA ($19M); by covered participants it is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Staffing Partners Holdings 401(k) Plan (CA) $19M · 5,991
- Tomra Sorting, Inc. 401(k) Profit Sharing Plan (CA) $19M · 177
- Lrs Architects Employee Savings Plan (OR) $19M · 124
- U. S. Digital Corp. Profit Sharing Retirement Plan (WA) $19M · 104
Similar participant headcount
Nearest other-state filings by covered participants (178 participants); asset peers above are excluded.
- Bauer's Intelligent Transportation, Inc. 401(k) Plan (CA) 178 · 0 off
- Miller Motorcars, Inc. 401(k) Plan (CT) 178 · 0 off
- Tulsa Zoo Management, Inc. 401(k) Plan (OK) 178 · 0 off
- Midsouth Satellite LLC 401(k) Profit Sharing Plan and Trust (TN) 178 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.