401(k) · DOL Form 5500 · 2024

The Guardian Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
1,372
Participants Near avg headcount
79th
Percentile by assets National rank
$24,067
Avg per participant Low balance/head
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Official DOL plan name: The Guardian Foundation, Inc. Retirement Plan · Sponsored by The Guardian Foundation, Inc. · Tennessee · Administrative & Support Services

$33M in assets, 1,372 participants

The Guardian Foundation, Inc.'s The Guardian Foundation, Inc. Retirement Plan reported $33M in total assets and 1,372 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #3,892 in Administrative & Support Services (4,368 peers)

Where The Guardian Foundation, Inc. Retirement Plan sits by assets

The Guardian Foundation, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 1,372 participants (~$24,067/participant), up 16.1% in 2024.

#3,892
in Administrative & Support Services (4,368 peers)
+16.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Guardian Foundation, Inc. Retirement Plan's outsized position by total assets

The Guardian Foundation, Inc. Retirement Plan vs every filed plan by assets

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

$33,019,784 Top 21% higher than 79% 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

The Guardian Foundation, Inc. Retirement 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. The Guardian Foundation, Inc. Retirement Plan lands in the large band (1,372 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Guardian Foundation, Inc. Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Guardian Foundation, Inc. Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • The Guardian Foundation, Inc. Retirement Plan reported participants fell from 1,401 in the plan year 2023 filing to 1,372 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 521623898 · The Guardian Foundation, Inc. PY 2024 · 401(k)

The Guardian Foundation, Inc. Retirement Plan · $33M · 1,372 · 79th

  • PCT $33M
  • EIN 1,372
  • RANK 79th
  • PHOTO 401(k)
  • IND near Brooks Equipment Company 401(k) Plan
  • EOY ind #3892

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 Administrative & Support Services retirement plans → · Plans in Tennessee →

The Guardian Foundation, Inc. Retirement Plan in the asset neighbourhood

The Guardian Foundation, Inc. Retirement PlanThe Guardian Foundation, Inc…$33MBrooks Equipment Company 401(k) PlanBrooks Equipment Company 401…$33MMayfran International, Inc. Retirement Savings PlanMayfran International, Inc. …$33MMinnesota Masonic Charities 401(k) PlanMinnesota Masonic Charities …$33MCommunity Bancshares, Inc. Employee Stock Ownership PlanCommunity Bancshares, Inc. E…$33M
End-of-year total assets ($M) among The Guardian Foundation, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN521623898
Plan Effective Date2013-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Guardian Foundation, Inc.)

Sponsor-wide plan assets over time

All The Guardian Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 52.07094160437643% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.7M $33M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 1,245 $22M
2023 1 1,401 $28M
2024 1 1,372 $33M

Nearby 401(k) Plans in Tennessee

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

The Guardian Foundation, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Guardian Foundation, Inc. Retirement Plan, Total assets ($B): 0.033019784 · Participants: 1372The Guardian Foundation, Inc. Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
The Guardian Foundation, Inc. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Guardian Foundation, Inc. Retirement Plan side-by-side with 3 peers →

The Guardian Foundation, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Brooks Equipment Company 401(k) Plan in NC ($33M); by covered participants it is Michigan State University Federal Credit Union in MI (1,372 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,372 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 The Guardian Foundation, Inc. Retirement Plan assets move in 2024? ▼
The Guardian Foundation, Inc. Retirement Plan grew sharply - up 16.1% during 2024, from $28M to $33M. Reported net income was $5M.
How have The Guardian Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Guardian Foundation, Inc.'s sponsor-wide assets grew 52.1%, from $22M to $33M.
Where does The Guardian Foundation, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
The Guardian Foundation, Inc. Retirement Plan ranks in the 79th 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 The Guardian Foundation, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brooks Equipment Company 401(k) Plan in NC ($33M, 418 participants).
Which 401(k) plans cover a similar participant headcount to The Guardian Foundation, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Michigan State University Federal Credit Union in MI (1,372 participants, $177M 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 521623898.

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.