401(k)
2022 plan-year 401(k) DOL Form 5500

EXCEPTIONAL FORESTERS INC. 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

EXCEPTIONAL FORESTERS INC.

This 401(k) plan holds $792K in total assets and serves 132 participants as of 2022. It is sponsored by EXCEPTIONAL FORESTERS INC. in Washington. The plan reported a net loss of $38K for the year.

Total Assets (2023)
$792K
Participants
132
State
Industry
Healthcare & Social Assistance

What the Filing Says About EXCEPTIONAL FORESTERS INC. 401(K) PLAN

EXCEPTIONAL FORESTERS INC. 401(K) PLAN is a 401(k) retirement plan sponsored by EXCEPTIONAL FORESTERS INC., headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $792K in total end-of-year assets and covers 132 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 910773423, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $830K at the beginning of 2022 to $792K at year-end — a decline of 4.6%. Net assets (after liabilities) closed the year at $792K, with reported net income of $-38,371 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$830K
Total Assets (End of Year)$792K
Net Assets (End of Year)$792K
Net Income$-38,371
Plan Type401(k)
Employer EIN910773423
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EXCEPTIONAL FORESTERS INC.)

Year Plans Participants Total Assets
2022 1 132 $792K
2023 1 154 $1M
2024 1 138 $1M

Nearby 401(k) Plans in Washington

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Frequently Asked Questions

How much money is in the EXCEPTIONAL FORESTERS INC. 401(K) PLAN?
As of the 2022 Form 5500 filing, EXCEPTIONAL FORESTERS INC. 401(K) PLAN holds $792K in total assets with 132 participants. It is sponsored by EXCEPTIONAL FORESTERS INC..
What type of plan is EXCEPTIONAL FORESTERS INC. 401(K) PLAN?
EXCEPTIONAL FORESTERS INC. 401(K) PLAN is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 910773423.
Who sponsors the EXCEPTIONAL FORESTERS INC. 401(K) PLAN?
EXCEPTIONAL FORESTERS INC. 401(K) PLAN is sponsored by EXCEPTIONAL FORESTERS INC., located in Washington. The sponsor's EIN is 910773423 and the plan operates in the Healthcare & Social Assistance industry.
How did EXCEPTIONAL FORESTERS INC. 401(K) PLAN perform in 2022?
EXCEPTIONAL FORESTERS INC. 401(K) PLAN declined by 4.6% during 2022, moving from $830K to $792K in total assets. Net income was $-38,371.
Where can I find official filings for EXCEPTIONAL FORESTERS INC. 401(K) PLAN?
Official Form 5500 filings for EXCEPTIONAL FORESTERS INC. 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 910773423 or plan name at efast.dol.gov.
How does EXCEPTIONAL FORESTERS INC. 401(K) PLAN compare to other plans?
You can compare EXCEPTIONAL FORESTERS INC. 401(K) PLAN against other 401(k) plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 910773423.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.