401(k) · DOL Form 5500 · 2022

Forrester, Hart, Belisle & Whitaker, Pl 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
30th
Percentile by assets National rank
$126,890
Avg per participant Near avg balance/head
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Official DOL plan name: Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust · Sponsored by Forrester, Hart, Belisle & Whitaker, Pl · Florida · Professional & Technical Services

$2M in assets, 12 participants

Forrester, Hart, Belisle & Whitaker, Pl's Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,676 in Professional & Technical Services (21,562 peers)

Forrester, Hart, Belisle & Whitaker, Pl multi-year trail

Forrester, Hart, Belisle & Whitaker, Pl's plans moved +40.4% in assets from 2022 to 2024; this filing shows Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust at $2M / 12 participants.

#5,676
in Professional & Technical Services (21,562 peers)
-2.2%
assets change YoY

The plan reported a net loss of $34K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,522,683 30th percentile higher than 30% 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

Forrester, Hart, Belisle & Whitaker, Pl 401(k) 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. Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 200819420 · Forrester, Hart, Belisle & Whitaker, Pl PY 2022 · 401(k)

Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust · $2M · 12 · 30th

  • PCT $2M
  • PCT 12
  • PCT 30th
  • PCT 401(k)
  • PCT near Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese
  • PCT ind #5676

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 Florida →

Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & TrustForrester, Hart, Belisle & W…$2MKenneth P. Franzese Group Single (K) Fbo Kenneth P. FranzeseKenneth P. Franzese Group Si…$2MSunnyhill, Inc. 401(k) Profit Sharing PlanSunnyhill, Inc. 401(k) Profi…$2MLeonard Transportation Corporation 401(k) Savings PlanLeonard Transportation Corpo…$2MFarmers Cooperative Compress Retirement PlanFarmers Cooperative Compress…$2M
End-of-year total assets ($M) among Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Forrester, Hart, Belisle & Whitaker, Pl multi-year asset trail

Sponsor-wide plan assets over time

All Forrester, Hart, Belisle & Whitaker, Pl plans reported in each filing year

Latest sponsor-wide plan assets
$2M 40.35981225245176% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.52M $2.14M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 12 $2M
2024 1 11 $2M

Forrester, Hart, Belisle & Whitaker, Pl filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$34K
Employer EIN200819420
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001522683 · Participants: 12Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese in IL ($2M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust edged down modestly - down 2.2% during 2022, from $2M to $2M. Reported net income was -$34K.
How have Forrester, Hart, Belisle & Whitaker, Pl plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forrester, Hart, Belisle & Whitaker, Pl's sponsor-wide assets grew 40.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese in IL ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Snt Food and Beverage Retirement Plan in VA (12 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 200819420.

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.