401(k) · DOL Form 5500 · 2022

North Forty Group, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
134
Participants Small participant base
60th
Percentile by assets National rank
$58,026
Avg per participant Low balance/head
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Official DOL plan name: North Forty 401(k) Plan · Sponsored by North Forty Group, LLC · Washington · Administrative & Support Services

$8M in assets, 134 participants

North Forty Group, LLC's North Forty 401(k) Plan reported $8M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,916 in Administrative & Support Services (4,927 peers)

Coverage in Washington

North Forty 401(k) Plan covers 134 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $8M.

#3,916
in Administrative & Support Services (4,927 peers)
-16.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

North Forty 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

North Forty 401(k) Plan vs every filed plan by assets

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

$7,775,450 Top 40% higher than 60% 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

North Forty 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. North Forty 401(k) Plan sits mid-pack in the medium band (134 participants).

DOL schedule card

Filing strip 200692521 · North Forty Group, LLC PY 2022 · 401(k)

North Forty 401(k) Plan · $8M · 134 · 60th

  • VS-ST $8M
  • VS-ST 134
  • VS-ST 60th
  • VS-ST 401(k)
  • VS-ST near Youth & Family Services, Inc. Retirement & 401(k) Plan
  • VS-ST ind #3916

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 Administrative & Support Services retirement plans → · Plans in Washington →

North Forty 401(k) Plan in the asset neighbourhood

North Forty 401(k) Plan$8MYouth & Family Services, Inc. Retirement & 401(k) PlanYouth & Family Services, Inc…$8MAnthony & Joann Fanticola Family Ltd Partnership 401(k) Profit Sharing PlanAnthony & Joann Fanticola Fa…$8MThe Santa Lucia Preserve Co. 401(k) PlanThe Santa Lucia Preserve Co.…$8MBenson Enterprises, Inc Profit Sharing and 401(k) PlanBenson Enterprises, Inc Prof…$8M
End-of-year total assets ($M) among North Forty 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN200692521
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Forty Group, LLC)

Sponsor-wide plan assets over time

All North Forty Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 35.93446038492949% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.78M $10.6M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 134 $8M
2023 1 153 $9M
2024 1 176 $11M

Nearby 401(k) Plans in Washington

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

North Forty 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants North Forty 401(k) Plan, Total assets ($B): 0.00777545 · Participants: 134North Forty 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
North Forty 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare North Forty 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Youth & Family Services, Inc. Retirement & 401(k) Plan in SD ($8M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 North Forty 401(k) Plan assets move in 2022? ▼
North Forty 401(k) Plan declined sharply - down 16.2% during 2022, from $9M to $8M. Reported net income was -$2M.
How have North Forty Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Forty Group, LLC's sponsor-wide assets grew 35.9%, from $8M to $11M.
Which 401(k) plans are similar in size to North Forty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Youth & Family Services, Inc. Retirement & 401(k) Plan in SD ($8M, 154 participants).
Which 401(k) plans cover a similar participant headcount to North Forty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 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 200692521.

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.