Profit Sharing · DOL Form 5500 · 2022

Forza Business Strategies, Inc. Profit Sharing Plan

Data updated 2026-08-25

$45K
Total assets Small plan by assets
2
Participants Small participant base
3rd
Percentile by assets National rank
$22,310
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Forza Business Strategies, Inc. Profit Sharing Plan · Sponsored by Forza Business Strategies, Inc. · California · Professional & Technical Services

$45K in assets, 2 participants

Forza Business Strategies, Inc.'s Forza Business Strategies, Inc. Profit Sharing Plan reported $45K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #616 in Professional & Technical Services (21,562 peers)

2022 asset change

Forza Business Strategies, Inc. Profit Sharing Plan contracted severely 46.5% in 2022 ($83K → $45K) for 2 participants.

#616
in Professional & Technical Services (21,562 peers)
-46.5%
assets change YoY

The plan reported a net loss of $39K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forza Business Strategies, Inc. Profit Sharing Plan among the smaller filed plans by assets

Forza Business Strategies, Inc. Profit Sharing Plan vs every filed plan by assets

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

$44,620 3rd percentile higher than 3% 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

Forza Business Strategies, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forza Business Strategies, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 464449742 · Forza Business Strategies, Inc. PY 2022 · Profit Sharing

Forza Business Strategies, Inc. Profit Sharing Plan · $45K · 2 · 3rd

  • EOY $45K
  • EOY 2
  • EOY 3rd
  • EOY Profit Sharing
  • EOY near Sinift Enterprises Inc. Retirement Plan
  • EOY ind #616

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 California →

Forza Business Strategies, Inc. Profit Sharing Plan in the asset neighbourhood

Forza Business Strategies, Inc. Profit Sharing PlanForza Business Strategies, I…$45KSinift Enterprises Inc. Retirement PlanSinift Enterprises Inc. Reti…$45KMonnett Industries Inc. Retirement PlanMonnett Industries Inc. Reti…$45KBaseline Mobility Group, Inc. Retirement PlanBaseline Mobility Group, Inc…$45KRobert Lacrosse Incorporated Retirement PlanRobert Lacrosse Incorporated…$45K
End-of-year total assets ($M) among Forza Business Strategies, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Forza Business Strategies, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Forza Business Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.02M$0.04M$0.06M 20222023 $0.04M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $45K
2023 1 2 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$83K
Net Assets (End of Year)$45K
Net Income-$39K
Employer EIN464449742
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Forza Business Strategies, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Forza Business Strategies, Inc. Profit Sharing Plan, Total assets ($B): 0.00004462 · Participants: 2Forza Business Strategies, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Forza Business Strategies, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Forza Business Strategies, Inc. Profit Sharing Plan side-by-side with 3 peers →

Forza Business Strategies, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Sinift Enterprises Inc. Retirement Plan in OH ($45K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Forza Business Strategies, Inc. Profit Sharing Plan assets move in 2022? ▼
Forza Business Strategies, Inc. Profit Sharing Plan contracted severely - down 46.5% during 2022, from $83K to $45K. Reported net income was -$39K.
Where does Forza Business Strategies, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Forza Business Strategies, Inc. Profit Sharing Plan ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Forza Business Strategies, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sinift Enterprises Inc. Retirement Plan in OH ($45K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Forza Business Strategies, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 464449742.

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.