401(k) · DOL Form 5500 · 2024

Farther Finance, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
113
Participants Small participant base
48th
Percentile by assets National rank
$61,748
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Farther Finance, Inc. 401(k) Plan · Sponsored by Farther Finance, Inc. · California · Finance & Insurance

$7M in assets, 113 participants

Farther Finance, Inc.'s Farther Finance, Inc. 401(k) Plan reported $7M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,834 in Finance & Insurance (8,549 peers)

Coverage in California

Farther Finance, Inc. 401(k) Plan covers 113 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $7M.

#2,834
in Finance & Insurance (8,549 peers)
+156.5%
assets growth YoY

Farther Finance, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Farther Finance, Inc. 401(k) Plan vs every filed plan by assets

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

$6,977,551 48th percentile higher than 48% 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

Farther Finance, Inc. 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. Farther Finance, Inc. 401(k) Plan sits mid-pack in the medium band (113 participants).

Published 5500 schedule card

Filing strip 834348882 · Farther Finance, Inc. PY 2024 · 401(k)

Farther Finance, Inc. 401(k) Plan · $7M · 113 · 48th

  • 5500 $7M
  • ASSETS 113
  • PCT 48th
  • EIN 401(k)
  • RANK near 403(b) Thrift Plan of Associates for Human Services, Inc.
  • PHOTO ind #2834

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 California →

Farther Finance, Inc. 401(k) Plan in the asset neighbourhood

Farther Finance, Inc. 401(k) PlanFarther Finance, Inc. 401(k)…$7M403(b) Thrift Plan of Associates for Human Services, Inc.403(b) Thrift Plan of Associ…$7MMeritage Hospitality Group 401(k)Meritage Hospitality Group 4…$7MCentral Baptist Village Retirement Savings PlanCentral Baptist Village Reti…$7MOle Smoky Distillery, LLC 401(k) PlanOle Smoky Distillery, LLC 40…$7M
End-of-year total assets ($M) among Farther Finance, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$7M
Net Income$4M
Employer EIN834348882
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Farther Finance, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Farther Finance, Inc. 401(k) Plan, Total assets ($B): 0.006977551 · Participants: 113Farther Finance, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Farther Finance, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Farther Finance, Inc. 401(k) Plan side-by-side with 3 peers →

Farther Finance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 403(b) Thrift Plan of Associates for Human Services, Inc. in MA ($7M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Farther Finance, Inc. 401(k) Plan assets move in 2024? ▼
Farther Finance, Inc. 401(k) Plan surged - up 156.5% during 2024, from $3M to $7M. Reported net income was $4M.
Which 401(k) plans are similar in size to Farther Finance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of Associates for Human Services, Inc. in MA ($7M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Farther Finance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 834348882.

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.