401(k) · DOL Form 5500 · 2024

Finalsite Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size: 349
Participants Below avg headcount: 81st
Percentile by assets National rank: $113,658
Avg per participant Below avg balance/head

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Official DOL plan name: Finalsite 401(k) Plan · Sponsored by Finalsite Holdings, Inc. · Connecticut · Information & Media

$40M in assets, 349 participants

Finalsite Holdings, Inc.'s Finalsite 401(k) Plan reported $40M in total assets and 349 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.

#2,100 in Information & Media (2,822 peers)

Coverage in Connecticut

Finalsite 401(k) Plan covers 349 participants in Connecticut, about 49% of the average Connecticut filer (state average ~718 per filing). Assets: $40M.

#2,100
in Information & Media (2,822 peers): +32.9%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

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

Finalsite 401(k) Plan vs every filed plan by assets

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

$39,666,737 Top 19% higher than 81% 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

Finalsite 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. Finalsite 401(k) Plan sits mid-pack in the medium band (349 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Finalsite 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $40M in the plan year 2024 filing.
Finalsite 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 455495914 · Finalsite Holdings, Inc. PY 2024 · 401(k)

Finalsite 401(k) Plan · $40M · 349 · 81st

PHOTO $40M
PHOTO 349
PHOTO 81st
PHOTO 401(k)
PHOTO near Wix.Com, Inc. 401(k) Plan
PHOTO ind #2100

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 Information & Media retirement plans → · Plans in Connecticut →

End-of-year total assets ($M) among Finalsite 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)	$30M
Net Assets (End of Year)	$40M
Net Income	$10M
Employer EIN	455495914
Plan Effective Date	2012-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Finalsite Holdings, Inc.)

Latest sponsor-wide plan assets: $40M 83.0653230988% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	158	$22M
2023	1	348	$30M
2024	1	349	$40M

Nearby 401(k) Plans in Connecticut

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

Finalsite 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Rtx Savings Plan $58.6B · 124,876
Citi Retirement Savings Plan $23.2B · 78,741
The Hartford Investment and Savings Plan $7.2B · 18,614
Eversource 401(k) Plan $4.0B · 10,041
Xerox Corporation Savings Plan $4.0B · 9,876

Compare Finalsite 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Wix.Com, Inc. 401(k) Plan in NY ($40M); by covered participants it is Next 15 Communications Retirement Plan in CA (349 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Wix.Com, Inc. 401(k) Plan (NY) $40M · 599
Krauss-Maffei Corporation 401(k) Retirement Saving (KY) $40M · 225
Western New York Teamsters 401(k) Plan (NY) $40M · 780
Maxitrol Company Employees Profit Sharing Plan & Trust (MI) $40M · 214

Similar participant headcount

Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.

Next 15 Communications Retirement Plan (CA) 349 · 0 off
Comprehensive Energy Services 401(k) Plan (FL) 349 · 0 off
Thrive Mortgage 401(k) Plan (TX) 349 · 0 off
Investment Corporation of Palm Beach 401(k) Plan (FL) 349 · 0 off

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 Finalsite 401(k) Plan assets move in 2024? ▼

Finalsite 401(k) Plan surged - up 32.9% during 2024, from $30M to $40M. Reported net income was $10M.

How have Finalsite Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Finalsite Holdings, Inc.'s sponsor-wide assets grew 83.1%, from $22M to $40M.

Where does Finalsite 401(k) Plan rank by assets among Form 5500 filers? ▼

Finalsite 401(k) 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 Finalsite 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wix.Com, Inc. 401(k) Plan in NY ($40M, 599 participants).

Which 401(k) plans cover a similar participant headcount to Finalsite 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Next 15 Communications Retirement Plan in CA (349 participants, $96M 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 455495914.