401(k) · DOL Form 5500 · 2022
Forbes, Hever & Wallace, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $368,167
- Avg per participant High balance/head
Official DOL plan name: Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing · Sponsored by Forbes, Hever & Wallace, Inc. · Texas · Wholesale Trade
$4M in assets, 12 participants
Forbes, Hever & Wallace, Inc.'s Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing reported $4M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #2,456 in Wholesale Trade (6,843 peers)
Forbes, Hever & Wallace, Inc. multi-year trail
Forbes, Hever & Wallace, Inc.'s plans moved +26.6% in assets from 2022 to 2024; this filing shows Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing at $4M / 12 participants.
- #2,456
- in Wholesale Trade (6,843 peers)
- -9.1%
- assets change YoY
The plan reported a net loss of $441K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing's mid-pack asset rank among Wholesale Trade and all filers
Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,418,003 48th percentile higher than 48% 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
Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing is a small filing (12 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 760177220 · Forbes, Hever & Wallace, Inc. PY 2022 · 401(k)
Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing · $4M · 12 · 48th
- PART $4M
- TYPE 12
- NET 48th
- BOOK 401(k)
- VS-ST near Technicote, Inc. Employee Retirement Plan
- BOY ind #2456
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 Wholesale Trade retirement plans → · Plans in Texas →
Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing in the asset neighbourhood
Forbes, Hever & Wallace, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Forbes, Hever & Wallace, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 26.573861538799314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $4M |
| 2023 | 1 | 12 | $5M |
| 2024 | 1 | 14 | $6M |
Forbes, Hever & Wallace, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$441K |
| Employer EIN | 760177220 |
| Plan Effective Date | 2000-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Technicote, Inc. Employee Retirement Plan in OH ($4M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.