401(k) · DOL Form 5500 · 2024

Finn Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
818
Participants Near avg headcount
91st
Percentile by assets National rank
$141,096
Avg per participant Near avg balance/head
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Official DOL plan name: Finn Partners, Inc. 401(k) Plan · Sponsored by Finn Partners, Inc. · New York · Professional & Technical Services

$115M in assets, 818 participants

Finn Partners, Inc.'s Finn Partners, Inc. 401(k) Plan reported $115M in total assets and 818 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,680 in Professional & Technical Services (20,173 peers)

Where Finn Partners, Inc. 401(k) Plan sits by assets

Finn Partners, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $115M for 818 participants (~$141,096/participant), up 20.3% in 2024.

#18,680
in Professional & Technical Services (20,173 peers)
+20.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Finn Partners, Inc. 401(k) Plan's outsized position by total assets

Finn Partners, Inc. 401(k) Plan vs every filed plan by assets

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

$115,416,152 Top 9% higher than 91% 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

Finn Partners, 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. Finn Partners, Inc. 401(k) Plan sits mid-pack in the medium band (818 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Finn Partners, Inc. 401(k) Plan end-of-year assets rose from $96M in the plan year 2023 filing to $115M in the plan year 2024 filing.
  • Finn Partners, Inc. 401(k) Plan reported participants fell from 850 in the plan year 2023 filing to 818 in the plan year 2024 filing.
  • Finn Partners, Inc. 401(k) Plan reported net income rose from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133366334 · Finn Partners, Inc. PY 2024 · 401(k)

Finn Partners, Inc. 401(k) Plan · $115M · 818 · 91st

  • BOY $115M
  • SCH 818
  • EBSA 91st
  • PART 401(k)
  • TYPE near Plumbers & Steamfitters Local 434 and Mca Supplemental 401(k)
  • NET ind #18680

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 Professional & Technical Services retirement plans → · Plans in New York →

Finn Partners, Inc. 401(k) Plan in the asset neighbourhood

Finn Partners, Inc. 401(k) PlanFinn Partners, Inc. 401(k) P…$115MPlumbers & Steamfitters Local 434 and Mca Supplemental 401(k)Plumbers & Steamfitters Loca…$115MCalifornia Casualty Management Company Savings Investment Plan for Salaried EmployeesCalifornia Casualty Manageme…$115MEdmentum Savings and Retirement PlanEdmentum Savings and Retirem…$115MEnvironmental Chemical Corporation Profit Sharing 401(k) PlanEnvironmental Chemical Corpo…$115M
End-of-year total assets ($M) among Finn Partners, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$115M
Net Income$19M
Employer EIN133366334
Plan Effective Date2014-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finn Partners, Inc.)

Sponsor-wide plan assets over time

All Finn Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$115M 50.33365166870251% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $76.8M $115M ▲ +50.3%
Year Plans Participants Total Assets
2022 1 605 $77M
2023 1 850 $96M
2024 1 818 $115M

Nearby 401(k) Plans in New York

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

Finn Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Finn Partners, Inc. 401(k) Plan, Total assets ($B): 0.115416152 · Participants: 818Finn Partners, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Finn Partners, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Finn Partners, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Plumbers & Steamfitters Local 434 and Mca Supplemental 401(k) in WI ($115M); by covered participants it is Doximity 401(k) Plan in CA (818 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (818 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 Finn Partners, Inc. 401(k) Plan assets move in 2024? ▼
Finn Partners, Inc. 401(k) Plan grew sharply - up 20.3% during 2024, from $96M to $115M. Reported net income was $19M.
How have Finn Partners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finn Partners, Inc.'s sponsor-wide assets grew 50.3%, from $77M to $115M.
Where does Finn Partners, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Finn Partners, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Finn Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumbers & Steamfitters Local 434 and Mca Supplemental 401(k) in WI ($115M, 1,712 participants).
Which 401(k) plans cover a similar participant headcount to Finn Partners, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doximity 401(k) Plan in CA (818 participants, $79M 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 133366334.

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.