401(k) · DOL Form 5500 · 2022

Nexera Holding LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
131
Participants Small participant base
41st
Percentile by assets National rank
$23,357
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Forus 401(k) · Sponsored by Nexera Holding LLC · California · Finance & Insurance

$3M in assets, 131 participants

Nexera Holding LLC's Forus 401(k) reported $3M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,576 in Finance & Insurance (9,261 peers)

Coverage in California

Forus 401(k) covers 131 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $3M.

#2,576
in Finance & Insurance (9,261 peers)
+39.1%
assets growth YoY

Forus 401(k)'s mid-pack asset rank among Finance & Insurance and all filers

Forus 401(k) vs every filed plan by assets

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

$3,059,786 41st percentile higher than 41% 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

Forus 401(k) 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. Forus 401(k) sits mid-pack in the medium band (131 participants).

Form 5500 schedule snapshot

Filing strip 465671661 · Nexera Holding LLC PY 2022 · 401(k)

Forus 401(k) · $3M · 131 · 41st

  • NET $3M
  • NET 131
  • NET 41st
  • NET 401(k)
  • NET near Tyler Mountain Water Company, Inc. 401(k) Plan
  • NET ind #2576

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 → · Plans in California →

Forus 401(k) in the asset neighbourhood

Forus 401(k)$3MTyler Mountain Water Company, Inc. 401(k) PlanTyler Mountain Water Company…$3MHgr Industrial Surplus, Inc. 401(k) P/S PlanHgr Industrial Surplus, Inc.…$3MProject Services Group, Inc. 401(k) PlanProject Services Group, Inc.…$3MAnthony Troiano III, P.C. 401(k) Profit Sharing Plan and TrustAnthony Troiano III, P.C. 40…$3M
End-of-year total assets ($M) among Forus 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$860K
Employer EIN465671661
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nexera Holding LLC)

Sponsor-wide plan assets over time

All Nexera Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 100.7774726729255% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $3.06M $6.14M ▲ +100.7%
Year Plans Participants Total Assets
2022 1 131 $3M
2023 1 171 $5M
2024 1 181 $6M

Nearby 401(k) Plans in California

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

Forus 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Forus 401(k), Total assets ($B): 0.003059786 · Participants: 131Forus 401(k)Wells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Forus 401(k) vs. nearby 401(k) plans in California, assets vs. participants

Forus 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tyler Mountain Water Company, Inc. 401(k) Plan in WV ($3M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Forus 401(k) assets move in 2022?
Forus 401(k) surged - up 39.1% during 2022, from $2M to $3M. Reported net income was $860K.
How have Nexera Holding LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Nexera Holding LLC's sponsor-wide assets grew 100.8%, from $3M to $6M.
Which 401(k) plans are similar in size to Forus 401(k)?
Among 401(k) plans in other states, the closest by assets is Tyler Mountain Water Company, Inc. 401(k) Plan in WV ($3M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Forus 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M in assets).