401(k) · DOL Form 5500 · 2022

Forster Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
28th
Percentile by assets National rank
$87,207
Avg per participant Below avg balance/head
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Official DOL plan name: Forster Investments, Inc. Profit Sharing Plan & Trust · Sponsored by Forster Investments, Inc. · North Carolina · Agriculture, Forestry & Fishing

$1M in assets, 15 participants

Forster Investments, Inc.'s Forster Investments, Inc. Profit Sharing Plan & Trust reported $1M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #453 in Agriculture, Forestry & Fishing (1,523 peers)

Forster Investments, Inc. multi-year trail

Forster Investments, Inc.'s plans moved +20.8% in assets from 2022 to 2024; this filing shows Forster Investments, Inc. Profit Sharing Plan & Trust at $1M / 15 participants.

#453
in Agriculture, Forestry & Fishing (1,523 peers)
+14.8%
assets growth YoY

Forster Investments, Inc. Profit Sharing Plan & Trust among the smaller filed plans by assets

Forster Investments, Inc. Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,308,098 28th percentile higher than 28% 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

Forster Investments, Inc. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forster Investments, Inc. Profit Sharing Plan & Trust is a small filing (15 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 201373438 · Forster Investments, Inc. PY 2022 · 401(k)

Forster Investments, Inc. Profit Sharing Plan & Trust · $1M · 15 · 28th

  • VS-ST $1M
  • BOY 15
  • SCH 28th
  • EBSA 401(k)
  • PART near Amsale Aberra, LLC 401(k) Plan
  • TYPE ind #453

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 Agriculture, Forestry & Fishing retirement plans → · Plans in North Carolina →

Forster Investments, Inc. Profit Sharing Plan & Trust in the asset neighbourhood

Forster Investments, Inc. Profit Sharing Plan & TrustForster Investments, Inc. Pr…$1MAmsale Aberra, LLC 401(k) PlanAmsale Aberra, LLC 401(k) Pl…$1MMasters Electrical Services 401(k) PlanMasters Electrical Services …$1MFrank Gale Bails Murcko & Pocr 401(k) Profit Sharing Plan & TrustFrank Gale Bails Murcko & Po…$1MThe Eric Ryan Corporation 401(k) PlanThe Eric Ryan Corporation 40…$1M
End-of-year total assets ($M) among Forster Investments, Inc. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Forster Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Forster Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.76388772095057% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.31M $1.58M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 15 $1M
2024 1 15 $2M

Forster Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$168K
Employer EIN201373438
Plan Effective Date2004-07-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Forster Investments, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Forster Investments, Inc. Profit Sharing Plan & Trust, Total assets ($B): 0.001308098 · Participants: 15Forster Investments, Inc. Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Forster Investments, Inc. Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Forster Investments, Inc. Profit Sharing Plan & Trust side-by-side with 3 peers →

Forster Investments, Inc. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Amsale Aberra, LLC 401(k) Plan in NY ($1M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Forster Investments, Inc. Profit Sharing Plan & Trust assets move in 2022? ▼
Forster Investments, Inc. Profit Sharing Plan & Trust grew at a solid clip - up 14.8% during 2022, from $1M to $1M. Reported net income was $168K.
How have Forster Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forster Investments, Inc.'s sponsor-wide assets grew 20.8%, from $1M to $2M.
Which 401(k) plans are similar in size to Forster Investments, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Amsale Aberra, LLC 401(k) Plan in NY ($1M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Forster Investments, Inc. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K 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 201373438.

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.