401(k) · DOL Form 5500 · 2022

Forward Financing LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
160
Participants Small participant base
61st
Percentile by assets National rank
$51,728
Avg per participant Low balance/head
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Official DOL plan name: Forward Financing LLC Retirement Plan · Sponsored by Forward Financing LLC · Massachusetts · Finance & Insurance

$8M in assets, 160 participants

Forward Financing LLC's Forward Financing LLC Retirement Plan reported $8M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,105 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Forward Financing LLC Retirement Plan covers 160 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#4,105
in Finance & Insurance (9,261 peers)
+41.8%
assets growth YoY

Forward Financing LLC Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Forward Financing LLC Retirement Plan vs every filed plan by assets

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

$8,276,413 Top 39% higher than 61% 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 Financing LLC Retirement 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 Financing LLC Retirement Plan sits mid-pack in the medium band (160 participants).

DOL schedule card

Filing strip 461472077 · Forward Financing LLC PY 2022 · 401(k)

Forward Financing LLC Retirement Plan · $8M · 160 · 61st

  • EIN $8M
  • RANK 160
  • PHOTO 61st
  • IND 401(k)
  • EOY near Intervest Capital Partners
  • 5500 ind #4105

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 Massachusetts →

Forward Financing LLC Retirement Plan in the asset neighbourhood

Forward Financing LLC Retirement PlanForward Financing LLC Retire…$8MIntervest Capital Partners$8MLeif Johnson Ford II,Ltd 401(k) Salary Reduction Plan and TrustLeif Johnson Ford II,Ltd 401…$8MNora Lighting, Inc. & Related Co's Profit Sharing PlanNora Lighting, Inc. & Relate…$8MEast Bay Restaurant Supply, Inc. 401(k) Profit Sharing PlanEast Bay Restaurant Supply, …$8M
End-of-year total assets ($M) among Forward Financing LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN461472077
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forward Financing LLC)

Sponsor-wide plan assets over time

All Forward Financing LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 120.65371798144922% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.28M $18.3M ▲ +120.5%
Year Plans Participants Total Assets
2022 1 160 $8M
2023 1 251 $13M
2024 1 199 $18M

Nearby 401(k) Plans in Massachusetts

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

Forward Financing LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Forward Financing LLC Retirement Plan, Total assets ($B): 0.008276413 · Participants: 160Forward Financing LLC Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Forward Financing LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Forward Financing LLC Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Intervest Capital Partners in NY ($8M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Financing LLC Retirement Plan assets move in 2022? ▼
Forward Financing LLC Retirement Plan surged - up 41.8% during 2022, from $6M to $8M. Reported net income was $2M.
How have Forward Financing LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forward Financing LLC's sponsor-wide assets grew 120.7%, from $8M to $18M.
Which 401(k) plans are similar in size to Forward Financing LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intervest Capital Partners in NY ($8M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Forward Financing LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Care, LLC 401(k) Plan in GA (160 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 461472077.

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.