401(k) · DOL Form 5500 · 2022
Foertsch Group, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $44,772
- Avg per participant Low balance/head
Official DOL plan name: Foertsch Companies Retirement Plan · Sponsored by Foertsch Group, LLC · Indiana · Construction
$4M in assets, 91 participants
Foertsch Group, LLC's Foertsch Companies Retirement Plan reported $4M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #4,492 in Construction (9,927 peers)
2022 asset change
Foertsch Companies Retirement Plan declined sharply 24.5% in 2022 ($5M → $4M) for 91 participants.
- #4,492
- in Construction (9,927 peers)
- -24.5%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Foertsch Companies Retirement Plan's mid-pack asset rank among Construction and all filers
Foertsch Companies Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,074,294 46th percentile higher than 46% 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
Foertsch Companies Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Foertsch Companies Retirement Plan is a small filing (91 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 465190204 · Foertsch Group, LLC PY 2022 · 401(k)
Foertsch Companies Retirement Plan · $4M · 91 · 46th
- TYPE $4M
- NET 91
- BOOK 46th
- VS-ST 401(k)
- BOY near Pete Moore Chevrolet 401(k) Plan
- SCH ind #4492
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 Construction retirement plans → · Plans in Indiana →
Foertsch Companies Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 465190204 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Foertsch Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Pete Moore Chevrolet 401(k) Plan in FL ($4M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 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 (91 participants); asset peers above are excluded.
- Mcalister Oil 401(k) Plan (KS) 91 · 0 off
- Tsa Consulting Group, Inc. Profit Sharing and Retirement Investment Plan (FL) 91 · 0 off
- Advicent 401(k) Plan (WI) 91 · 0 off
- Rapattoni Corporation 401(k) Profit Sharing Plan (CA) 91 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.