401(k) · DOL Form 5500 · 2022

Forrester Research Inc 401(k) Plan

Data updated 2026-08-25

$269M
Total assets Near avg plan size
1,286
Participants Near avg headcount
97th
Percentile by assets National rank
$209,524
Avg per participant Above avg balance/head
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Official DOL plan name: Forrester Research, Inc. 401(k) Plan & Trust · Sponsored by Forrester Research Inc · Massachusetts · Professional & Technical Services

$269M in assets, 1,286 participants

Forrester Research Inc's Forrester Research, Inc. 401(k) Plan & Trust reported $269M in total assets and 1,286 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #21,014 in Professional & Technical Services (21,562 peers)

Where Forrester Research, Inc. 401(k) Plan & Trust sits by assets

Forrester Research, Inc. 401(k) Plan & Trust sits in the top 5% of all filed plans by assets, $269M for 1,286 participants (~$209,524/participant), down 16.4% in 2022.

#21,014
in Professional & Technical Services (21,562 peers)
-16.4%
assets change YoY
2.7×
vs typical plan assets (national mean)

The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forrester Research, Inc. 401(k) Plan & Trust's outsized position by total assets

Forrester Research, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$269,447,426 Top 3% higher than 97% 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 Research, Inc. 401(k) Plan & Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forrester Research, Inc. 401(k) Plan & Trust lands in the large band (1,286 participants).

Form 5500 schedule snapshot

Filing strip 042797789 · Forrester Research Inc PY 2022 · 401(k)

Forrester Research, Inc. 401(k) Plan & Trust · $269M · 1,286 · 97th

  • VS-ST $269M
  • BOY 1,286
  • SCH 97th
  • EBSA 401(k)
  • PART near Knobbe Martens Olson & Bear, LLP 401(k) Retirement Savings Plan
  • TYPE ind #21014

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 Massachusetts →

Forrester Research, Inc. 401(k) Plan & Trust in the asset neighbourhood

Wilsonart Savings & Investment PlanWilsonart Savings & Investme…$269MForrester Research, Inc. 401(k) Plan & TrustForrester Research, Inc. 401…$269MKnobbe Martens Olson & Bear, LLP 401(k) Retirement Savings PlanKnobbe Martens Olson & Bear,…$269MConmed Corporation Retirement Savings PlanConmed Corporation Retiremen…$269M401(k) Plan for Salaried Employees of Dole Food Company, Inc. and Participating Divisions and Subsidiaries401(k) Plan for Salaried Emp…$269M
End-of-year total assets ($M) among Forrester Research, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$322M
Net Assets (End of Year)$269M
Net Income-$53M
Employer EIN042797789
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forrester Research Inc)

Sponsor-wide plan assets over time

All Forrester Research Inc plans reported in each filing year

Latest sponsor-wide plan assets
$358M 32.69646301983972% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $269M $358M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 1,286 $269M
2023 1 1,484 $321M
2024 1 1,238 $358M

Nearby 401(k) Plans in Massachusetts

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

Forrester Research, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants Forrester Research, Inc. 401(k) Plan & Trust, Total assets ($B): 0.269447426 · Participants: 1286Forrester Research, Inc. 401(k) Plan & TrustFidelity 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
Forrester Research, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Forrester Research, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Forrester Research, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Knobbe Martens Olson & Bear, LLP 401(k) Retirement Savings Plan in CA ($269M); by covered participants it is Fmc Corporation Savings and Investment Plan in PA (1,286 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,286 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 Research, Inc. 401(k) Plan & Trust assets move in 2022? ▼
Forrester Research, Inc. 401(k) Plan & Trust declined sharply - down 16.4% during 2022, from $322M to $269M. Reported net income was -$53M.
How have Forrester Research Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forrester Research Inc's sponsor-wide assets grew 32.7%, from $269M to $358M.
Where does Forrester Research, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Forrester Research, Inc. 401(k) Plan & Trust ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Forrester Research, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Knobbe Martens Olson & Bear, LLP 401(k) Retirement Savings Plan in CA ($269M, 636 participants).
Which 401(k) plans cover a similar participant headcount to Forrester Research, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fmc Corporation Savings and Investment Plan in PA (1,286 participants, $573M 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 042797789.

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.