401(k) · DOL Form 5500 · 2024

Foundation Software, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
481
Participants Below avg headcount
82nd
Percentile by assets National rank
$89,240
Avg per participant Below avg balance/head
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Official DOL plan name: Foundation Software, LLC 401(k) Retirement Savings Plan · Sponsored by Foundation Software, LLC · Ohio · Information & Media

$43M in assets, 481 participants

Foundation Software, LLC's Foundation Software, LLC 401(k) Retirement Savings Plan reported $43M in total assets and 481 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,145 in Information & Media (2,822 peers)

Where Foundation Software, LLC 401(k) Retirement Savings Plan sits by assets

Foundation Software, LLC 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $43M for 481 participants (~$89,240/participant), up 14.9% in 2024.

#2,145
in Information & Media (2,822 peers)
+14.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Foundation Software, LLC 401(k) Retirement Savings Plan's outsized position by total assets

Foundation Software, LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$42,924,280 Top 18% higher than 82% 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

Foundation Software, LLC 401(k) Retirement Savings 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 Software, LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (481 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Foundation Software, LLC 401(k) Retirement Savings Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Foundation Software, LLC 401(k) Retirement Savings Plan reported participants rose from 418 in the plan year 2023 filing to 481 in the plan year 2024 filing.
  • Foundation Software, LLC 401(k) Retirement Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 341474815 · Foundation Software, LLC PY 2024 · 401(k)

Foundation Software, LLC 401(k) Retirement Savings Plan · $43M · 481 · 82nd

  • RANK $43M
  • PHOTO 481
  • IND 82nd
  • EOY 401(k)
  • 5500 near Css Payroll 401(k) Plan
  • ASSETS ind #2145

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 Ohio →

Foundation Software, LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Css Payroll 401(k) Plan$43MOregon Mutual Insurance Company 401(k) Retirement PlanOregon Mutual Insurance Comp…$43MFoundation Software, LLC 401(k) Retirement Savings PlanFoundation Software, LLC 401…$43MSachem, Inc. Employees Profit Sharing PlanSachem, Inc. Employees Profi…$43MOdec 401(k) Plan$43M
End-of-year total assets ($M) among Foundation Software, LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN341474815
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foundation Software, LLC)

Sponsor-wide plan assets over time

All Foundation Software, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 46.345561333712006% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.3M $42.9M ▲ +46.3%
Year Plans Participants Total Assets
2022 1 383 $29M
2023 1 418 $37M
2024 1 481 $43M

Nearby 401(k) Plans in Ohio

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

Foundation Software, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Foundation Software, LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.04292428 · Participants: 481Foundation Software, LLC 401(k) Retirement Savings PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Foundation Software, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Foundation Software, LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Foundation Software, LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Css Payroll 401(k) Plan in CA ($43M); by covered participants it is Kountry Wood Products 401(k) Profit Sharing Plan in IN (481 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (481 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 Foundation Software, LLC 401(k) Retirement Savings Plan assets move in 2024? ▼
Foundation Software, LLC 401(k) Retirement Savings Plan grew at a solid clip - up 14.9% during 2024, from $37M to $43M. Reported net income was $6M.
How have Foundation Software, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foundation Software, LLC's sponsor-wide assets grew 46.3%, from $29M to $43M.
Where does Foundation Software, LLC 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Foundation Software, LLC 401(k) Retirement Savings Plan ranks in the 82nd 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 Foundation Software, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Css Payroll 401(k) Plan in CA ($43M, 1,219 participants).
Which 401(k) plans cover a similar participant headcount to Foundation Software, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kountry Wood Products 401(k) Profit Sharing Plan in IN (481 participants, $17M 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 341474815.

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.