401(k) · DOL Form 5500 · 2022
Policygenius, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 666
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $23,292
- Avg per participant Low balance/head
Official DOL plan name: Forus 401(k) · Sponsored by Policygenius, Inc. · New York · Finance & Insurance
$16M in assets, 666 participants
Policygenius, Inc.'s Forus 401(k) reported $16M in total assets and 666 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,390 in Finance & Insurance (9,261 peers)
2022 asset change
Forus 401(k) grew at a solid clip 14.5% in 2022 ($14M → $16M) for 666 participants.
- #5,390
- in Finance & Insurance (9,261 peers)
- +14.5%
- assets growth YoY
Forus 401(k)'s outsized position by total assets
Forus 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,512,598 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Forus 401(k) among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forus 401(k) sits mid-pack in the medium band (666 participants).
Published 5500 schedule card
Filing strip 461553649 · Policygenius, Inc. PY 2022 · 401(k)
Forus 401(k) · $16M · 666 · 73rd
- VS-ST $16M
- BOY 666
- SCH 73rd
- EBSA 401(k)
- PART near The Day-Lee Foods, Inc. Savings Plan
- TYPE ind #5390
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 New York →
Forus 401(k) in the asset neighbourhood
Policygenius, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Policygenius, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 666 | $16M |
| 2023 | 1 | 408 | $21M |
| 2024 | 1 | 677 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 461553649 |
| Plan Effective Date | 2014-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Forus 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is The Day-Lee Foods, Inc. Savings Plan in CA ($16M); by covered participants it is Browning 401(k) Savings Plan in CA (666 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (666 participants); asset peers above are excluded.
- Browning 401(k) Savings Plan (CA) 666 · 0 off
- Macerich Property Management Company 401(k) Profit Sharing Plan (CA) 666 · 0 off
- Sierra Land Group, Inc. 401(k) Plan (CA) 666 · 0 off
- Restaurant Management Corporation Employee 401(k) Plan (IN) 666 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.