401(k) · DOL Form 5500 · 2024
Fg, LLC Dba the Foundation Group 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 2,315
- Participants Above avg headcount
- 60th
- Percentile by assets National rank
- $5,315
- Avg per participant Low balance/head
Official DOL plan name: Tfg 401(k) Savings Plan · Sponsored by Fg, LLC Dba the Foundation Group · Missouri · Healthcare & Social Assistance
$12M in assets, 2,315 participants
Fg, LLC Dba the Foundation Group's Tfg 401(k) Savings Plan reported $12M in total assets and 2,315 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #11,087 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
Tfg 401(k) Savings Plan covers 2,315 participants in Missouri, 3.1x the typical Missouri plan (state average ~737 per filing). Assets: $12M.
- #11,087
- in Healthcare & Social Assistance (16,916 peers)
- +1.9%
- assets growth YoY
Tfg 401(k) Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Tfg 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,304,958 Top 40% higher than 60% 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
Tfg 401(k) Savings 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. Tfg 401(k) Savings Plan lands in the large band (2,315 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tfg 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $230K in the plan year 2024 filing.
- Tfg 401(k) Savings Plan reported participants rose from 1,686 in the plan year 2023 filing to 2,315 in the plan year 2024 filing.
- Tfg 401(k) Savings Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 814579176 · Fg, LLC Dba the Foundation Group PY 2024 · 401(k)
Tfg 401(k) Savings Plan · $12M · 2,315 · 60th
- 5500 $12M
- ASSETS 2,315
- PCT 60th
- EIN 401(k)
- RANK near Sf Motors 401(k) Plan
- PHOTO ind #11087
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 Missouri →
Tfg 401(k) Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $230K |
| Employer EIN | 814579176 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fg, LLC Dba the Foundation Group)
Sponsor-wide plan assets over time
All Fg, LLC Dba the Foundation Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 21.610225690769195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,826 | $10M |
| 2023 | 1 | 1,686 | $12M |
| 2024 | 1 | 2,315 | $12M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Tfg 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Sf Motors 401(k) Plan in CA ($12M); by covered participants it is Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan in SC (2,315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Sf Motors 401(k) Plan (CA) $12M · 48
- Gold Rush Ventures 401(k) Plan (CA) $12M · 310
- The Q Plan (WI) $12M · 319
- Statistical Research, Inc. 401(k) Profit Sharing Plan (AZ) $12M · 135
Similar participant headcount
Nearest other-state filings by covered participants (2,315 participants); asset peers above are excluded.
- Ogletree, Deakins, Nash, Smoak & Stewart 401(k) Savings Plan (SC) 2,315 · 0 off
- Embassy Healthcare Management, Inc. Savings & Investment Plan (OH) 2,314 · 1 off
- John Bean Technologies Corporation Savings and Investment Plan (IL) 2,316 · 1 off
- Asm Research LLC 401(k) Plan (VA) 2,313 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.