401(k) · DOL Form 5500 · 2022

Forsgren Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
102
Participants Small participant base
66th
Percentile by assets National rank
$105,686
Avg per participant Below avg balance/head
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Official DOL plan name: Forsgren Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Forsgren Associates, Inc. · Utah · Professional & Technical Services

$11M in assets, 102 participants

Forsgren Associates, Inc.'s Forsgren Associates, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,122 in Professional & Technical Services (21,562 peers)

Coverage in Utah

Forsgren Associates, Inc. 401(k) Profit Sharing Plan covers 102 participants in Utah, about 17% of the average Utah filer (state average ~592 per filing). Assets: $11M.

#14,122
in Professional & Technical Services (21,562 peers)
-12.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forsgren Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Forsgren Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,779,992 Top 34% higher than 66% 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

Forsgren Associates, Inc. 401(k) Profit Sharing 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. Forsgren Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (102 participants).

Form 5500 schedule snapshot

Filing strip 820255723 · Forsgren Associates, Inc. PY 2022 · 401(k)

Forsgren Associates, Inc. 401(k) Profit Sharing Plan · $11M · 102 · 66th

  • VS-ST $11M
  • VS-ST 102
  • VS-ST 66th
  • VS-ST 401(k)
  • VS-ST near First New York Federal Credit Union Capital Accumulation Plan
  • VS-ST ind #14122

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 Utah →

Forsgren Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Forsgren Associates, Inc. 401(k) Profit Sharing PlanForsgren Associates, Inc. 40…$11MFirst New York Federal Credit Union Capital Accumulation PlanFirst New York Federal Credi…$11MPioneer Federal Credit Union 401(k) Plan & TrustPioneer Federal Credit Union…$11MAadap, Inc. 401(k) Profit Sharing PlanAadap, Inc. 401(k) Profit Sh…$11MFox Valley Medical Associates, Ltd. 401(k) PlanFox Valley Medical Associate…$11M
End-of-year total assets ($M) among Forsgren Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN820255723
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forsgren Associates, Inc.)

Sponsor-wide plan assets over time

All Forsgren Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 62.69126173748552% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.8M $17.5M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 102 $11M
2023 1 100 $13M
2024 1 122 $18M

Nearby 401(k) Plans in Utah

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

Forsgren Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Forsgren Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010779992 · Participants: 102Forsgren Associates, Inc. 401(k) Profit Sharing PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Forsgren Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Forsgren Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Forsgren Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is First New York Federal Credit Union Capital Accumulation Plan in NY ($11M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Forsgren Associates, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Forsgren Associates, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 12.6% during 2022, from $12M to $11M. Reported net income was -$2M.
How have Forsgren Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forsgren Associates, Inc.'s sponsor-wide assets grew 62.7%, from $11M to $18M.
Which 401(k) plans are similar in size to Forsgren Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First New York Federal Credit Union Capital Accumulation Plan in NY ($11M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Forsgren Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 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 820255723.

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.