401(k) · DOL Form 5500 · 2022
The Independent Order of Foresters 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 59
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $208,294
- Avg per participant Above avg balance/head
Official DOL plan name: The Independent Order of Foresters 401(k) Savings & Retirement Plan · Sponsored by The Independent Order of Foresters · · Finance & Insurance
$12M in assets, 59 participants
The Independent Order of Foresters's The Independent Order of Foresters 401(k) Savings & Retirement Plan reported $12M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #4,887 in Finance & Insurance (9,261 peers)
The Independent Order of Foresters multi-year trail
The Independent Order of Foresters's plans moved +42.4% in assets from 2022 to 2024; this filing shows The Independent Order of Foresters 401(k) Savings & Retirement Plan at $12M / 59 participants.
- #4,887
- in Finance & Insurance (9,261 peers)
- -12.8%
- 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.
The Independent Order of Foresters 401(k) Savings & Retirement Plan's outsized position by total assets
The Independent Order of Foresters 401(k) Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,289,372 Top 31% higher than 69% 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
The Independent Order of Foresters 401(k) Savings & Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Independent Order of Foresters 401(k) Savings & Retirement Plan is a small filing (59 participants) on this national headcount ladder.
DOL schedule card
Filing strip 980000680 · The Independent Order of Foresters PY 2022 · 401(k)
The Independent Order of Foresters 401(k) Savings & Retirement Plan · $12M · 59 · 69th
- ASSETS $12M
- ASSETS 59
- ASSETS 69th
- ASSETS 401(k)
- ASSETS near D.E.W. Construction 401(k) Profit Sharing Plan
- ASSETS ind #4887
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 →
The Independent Order of Foresters 401(k) Savings & Retirement Plan in the asset neighbourhood
The Independent Order of Foresters multi-year asset trail
Sponsor-wide plan assets over time
All The Independent Order of Foresters plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 42.411329073609295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $12M |
| 2023 | 1 | 68 | $15M |
| 2024 | 1 | 71 | $18M |
The Independent Order of Foresters filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 980000680 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Magna Group of Companies Retirement Savings Plans $2.1B · 22,890
- Transcanada 401(k) and Savings Plan $832M · 2,989
- Four Seasons Hotels Retirement Benefit Plan $747M · 13,795
- Transocean U.S. Savings Plan $626M · 1,993
- Domtar US Salaried 401(k) Plan $535M · 1,532
The Independent Order of Foresters 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside this state, the nearest 401(k) by assets is D.E.W. Construction 401(k) Profit Sharing Plan in VT ($12M); by covered participants it is Cai Inc Prodiac Pension Plan in MA (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (59 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.