401(k) · DOL Form 5500 · 2022

Forward Bank 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
153
Participants Small participant base
73rd
Percentile by assets National rank
$99,433
Avg per participant Below avg balance/head
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Official DOL plan name: Forward Bank 401(k) Plan · Sponsored by Forward Bank · Wisconsin · Finance & Insurance

$15M in assets, 153 participants

Forward Bank's Forward Bank 401(k) Plan reported $15M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,349 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Forward Bank 401(k) Plan covers 153 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#5,349
in Finance & Insurance (9,261 peers)
-6.5%
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.

Forward Bank 401(k) Plan's outsized position by total assets

Forward Bank 401(k) Plan vs every filed plan by assets

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

$15,213,183 Top 27% higher than 73% 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

Forward Bank 401(k) 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. Forward Bank 401(k) Plan sits mid-pack in the medium band (153 participants).

Plan-year Form 5500 strip

Filing strip 390452950 · Forward Bank PY 2022 · 401(k)

Forward Bank 401(k) Plan · $15M · 153 · 73rd

  • VS-ST $15M
  • BOY 153
  • SCH 73rd
  • EBSA 401(k)
  • PART near Mintz Group LLC 401(k) Savings Plan
  • TYPE ind #5349

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Forward Bank 401(k) Plan in the asset neighbourhood

Forward Bank 401(k) Plan$15MMintz Group LLC 401(k) Savings PlanMintz Group LLC 401(k) Savin…$15MEvergreen North America Industrial Services 401(k) PlanEvergreen North America Indu…$15MCalifornia Institute of Integral Studies Retirement PlanCalifornia Institute of Inte…$15MThe National Service Office 401(k) PlanThe National Service Office …$15M
End-of-year total assets ($M) among Forward Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$1M
Employer EIN390452950
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forward Bank)

Sponsor-wide plan assets over time

All Forward Bank plans reported in each filing year

Latest sponsor-wide plan assets
$23M 52.01952149001296% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $15.2M $23.1M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 153 $15M
2023 1 165 $19M
2024 1 189 $23M

Nearby 401(k) Plans in Wisconsin

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

Forward Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Forward Bank 401(k) Plan, Total assets ($B): 0.015213183 · Participants: 153Forward Bank 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Forward Bank 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Forward Bank 401(k) Plan side-by-side with 3 peers →

Forward Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mintz Group LLC 401(k) Savings Plan in NY ($15M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Forward Bank 401(k) Plan assets move in 2022? ▼
Forward Bank 401(k) Plan pulled back noticeably - down 6.5% during 2022, from $16M to $15M. Reported net income was -$1M.
How have Forward Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forward Bank's sponsor-wide assets grew 52.0%, from $15M to $23M.
Which 401(k) plans are similar in size to Forward Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mintz Group LLC 401(k) Savings Plan in NY ($15M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Forward Bank 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 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 390452950.

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.