ESOP · DOL Form 5500 · 2022
Forge Group, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $414,463
- Avg per participant High balance/head
Official DOL plan name: Forge Group, Inc. ESOP · Sponsored by Forge Group, Inc. · Massachusetts · Finance & Insurance
$2M in assets, 5 participants
Forge Group, Inc.'s Forge Group, Inc. ESOP reported $2M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #2,157 in Finance & Insurance (9,261 peers)
Forge Group, Inc. multi-year trail
Forge Group, Inc.'s plans moved +15.9% in assets from 2022 to 2024; this filing shows Forge Group, Inc. ESOP at $2M / 5 participants.
- #2,157
- in Finance & Insurance (9,261 peers)
- $234K
- reported net income
Forge Group, Inc. ESOP's mid-pack asset rank among Finance & Insurance and all filers
Forge Group, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,072,317 34th percentile higher than 34% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Forge Group, Inc. ESOP among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forge Group, Inc. ESOP is a micro filing (5 participants), the leftmost band.
DOL schedule card
Filing strip 880825163 · Forge Group, Inc. PY 2022 · ESOP
Forge Group, Inc. ESOP · $2M · 5 · 34th
- SCH $2M
- EBSA 5
- PART 34th
- TYPE ESOP
- NET near Tmi Corporation ESOP
- BOOK ind #2157
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 What is an ESOP? → · Plans in Massachusetts →
Forge Group, Inc. ESOP in the asset neighbourhood
Forge Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Forge Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 15.864706027118439% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 20 | $2M |
| 2024 | 1 | 19 | $2M |
Forge Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $234K |
| Net Income | $234K |
| Employer EIN | 880825163 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $495M · 1,315
- The Gillette Company Employee Stock Ownership Plan $381M · 193
- Abt Associates Inc. Employees Stock Ownership Plan $312M · 2,426
- New England Biolabs, Inc. Voting Stock Ownership Plan $272M · 386
- Eastern Bank Employee Stock Ownership Plan $259M · 1,646
Forge Group, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Tmi Corporation ESOP in ND ($2M); by covered participants it is The Topeka Blueprint and Supply Company Inc Employees Stock Ownership Plan in KS (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.