401(k) · DOL Form 5500 · 2022

The Forbes Company, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
288
Participants Below avg headcount
76th
Percentile by assets National rank
$65,900
Avg per participant Below avg balance/head
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Official DOL plan name: The Forbes Company, LLC Employees Profit Sharing 401(k) Plan · Sponsored by The Forbes Company, LLC · Michigan · Real Estate

$19M in assets, 288 participants

The Forbes Company, LLC's The Forbes Company, LLC Employees Profit Sharing 401(k) Plan reported $19M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,491 in Real Estate (5,057 peers)

Coverage in Michigan

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan covers 288 participants in Michigan, about 45% of the average Michigan filer (state average ~638 per filing). Assets: $19M.

#4,491
in Real Estate (5,057 peers)
-26.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan's outsized position by total assets

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,979,314 Top 24% higher than 76% of 139,123 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 2022

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan 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. The Forbes Company, LLC Employees Profit Sharing 401(k) Plan sits mid-pack in the medium band (288 participants).

Plan-year Form 5500 strip

Filing strip 383441715 · The Forbes Company, LLC PY 2022 · 401(k)

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan · $19M · 288 · 76th

  • VS-ST $19M
  • BOY 288
  • SCH 76th
  • EBSA 401(k)
  • PART near W. K. Dickson & Company Employee Savings & Protection Plan
  • TYPE ind #4491

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 Real Estate retirement plans → · Plans in Michigan →

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan in the asset neighbourhood

The Forbes Company, LLC Employees Profit Sharing 401(k) PlanThe Forbes Company, LLC Empl…$19MW. K. Dickson & Company Employee Savings & Protection PlanW. K. Dickson & Company Empl…$19MGreensboro Auto Auction, Inc. Employees' 401(k) PlanGreensboro Auto Auction, Inc…$19MPlaceworks 401(k) Plan$19MMedirevv, Inc. 401(k) Plan$19M
End-of-year total assets ($M) among The Forbes Company, LLC Employees Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$19M
Net Income-$7M
Employer EIN383441715
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Forbes Company, LLC)

Sponsor-wide plan assets over time

All The Forbes Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 7.927673255208275% vs 2022
2024 filing year
$18.5M$19M$19.5M$20M$20.5M$21M 202220232024 $19M $20.5M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 288 $19M
2023 1 233 $19M
2024 1 274 $20M

Nearby 401(k) Plans in Michigan

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

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants The Forbes Company, LLC Employees Profit Sharing 401(k) Plan, Total assets ($B): 0.018979314 · Participants: 288The Forbes Company, LLC Employees Profit Sharing 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
The Forbes Company, LLC Employees Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare The Forbes Company, LLC Employees Profit Sharing 401(k) Plan side-by-side with 3 peers →

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is W. K. Dickson & Company Employee Savings & Protection Plan in NC ($19M); by covered participants it is Echelon Property Group LLC 401(k) Plan in CO (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (288 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Forbes Company, LLC Employees Profit Sharing 401(k) Plan assets move in 2022? ▼
The Forbes Company, LLC Employees Profit Sharing 401(k) Plan declined sharply - down 26.5% during 2022, from $26M to $19M. Reported net income was -$7M.
How have The Forbes Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Forbes Company, LLC's sponsor-wide assets grew 7.9%, from $19M to $20M.
Where does The Forbes Company, LLC Employees Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
The Forbes Company, LLC Employees Profit Sharing 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Forbes Company, LLC Employees Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is W. K. Dickson & Company Employee Savings & Protection Plan in NC ($19M, 153 participants).
Which 401(k) plans cover a similar participant headcount to The Forbes Company, LLC Employees Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Echelon Property Group LLC 401(k) Plan in CO (288 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 383441715.

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.