401(k) · DOL Form 5500 · 2022

Forestdale, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
262
Participants Below avg headcount
65th
Percentile by assets National rank
$38,727
Avg per participant Low balance/head
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Official DOL plan name: Forestdale, Inc. Cash or Deferred Plan & Trust · Sponsored by Forestdale, Inc. · New York · Healthcare & Social Assistance

$10M in assets, 262 participants

Forestdale, Inc.'s Forestdale, Inc. Cash or Deferred Plan & Trust reported $10M in total assets and 262 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #14,148 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Forestdale, Inc. Cash or Deferred Plan & Trust covers 262 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $10M.

#14,148
in Healthcare & Social Assistance (20,060 peers)
-13.2%
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.

Forestdale, Inc. Cash or Deferred Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Forestdale, Inc. Cash or Deferred Plan & Trust vs every filed plan by assets

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

$10,146,511 Top 35% higher than 65% 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

Forestdale, Inc. Cash or Deferred Plan & Trust 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. Forestdale, Inc. Cash or Deferred Plan & Trust sits mid-pack in the medium band (262 participants).

DOL schedule card

Filing strip 111631747 · Forestdale, Inc. PY 2022 · 401(k)

Forestdale, Inc. Cash or Deferred Plan & Trust · $10M · 262 · 65th

  • EIN $10M
  • EIN 262
  • EIN 65th
  • EIN 401(k)
  • EIN near Curative 401(k) Plan
  • EIN ind #14148

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Forestdale, Inc. Cash or Deferred Plan & Trust in the asset neighbourhood

Forestdale, Inc. Cash or Deferred Plan & TrustForestdale, Inc. Cash or Def…$10MCurative 401(k) Plan$10MSovrn 401(k) Plan$10MTrails West Manufacturing of Idaho, Inc. 401(k) PlanTrails West Manufacturing of…$10MHorizon Group USA, Inc. Savings PlanHorizon Group USA, Inc. Savi…$10M
End-of-year total assets ($M) among Forestdale, Inc. Cash or Deferred Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN111631747
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forestdale, Inc.)

Sponsor-wide plan assets over time

All Forestdale, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 54.22539826744386% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.2M $15.7M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 262 $10M
2023 1 276 $13M
2024 1 292 $16M

Nearby 401(k) Plans in New York

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

Forestdale, Inc. Cash or Deferred Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Forestdale, Inc. Cash or Deferred Plan & Trust, Total assets ($B): 0.010146511 · Participants: 262Forestdale, Inc. Cash or Deferred Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Forestdale, Inc. Cash or Deferred Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Forestdale, Inc. Cash or Deferred Plan & Trust side-by-side with 3 peers →

Forestdale, Inc. Cash or Deferred Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Curative 401(k) Plan in TX ($10M); by covered participants it is Cumberland Truck Equipment Co. Salary Deferral Plan in PA (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Forestdale, Inc. Cash or Deferred Plan & Trust assets move in 2022? ▼
Forestdale, Inc. Cash or Deferred Plan & Trust pulled back noticeably - down 13.2% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Forestdale, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forestdale, Inc.'s sponsor-wide assets grew 54.2%, from $10M to $16M.
Which 401(k) plans are similar in size to Forestdale, Inc. Cash or Deferred Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Curative 401(k) Plan in TX ($10M, 2,275 participants).
Which 401(k) plans cover a similar participant headcount to Forestdale, Inc. Cash or Deferred Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cumberland Truck Equipment Co. Salary Deferral Plan in PA (262 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 111631747.

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.