401(k) · DOL Form 5500 · 2022

I&i Sales Group LLC Dba Forward Solutions 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
240
Participants Below avg headcount
78th
Percentile by assets National rank
$90,199
Avg per participant Below avg balance/head
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Official DOL plan name: Forward Solutions 401(k) Plan · Sponsored by I&i Sales Group LLC Dba Forward Solutions · Pennsylvania · Wholesale Trade

$22M in assets, 240 participants

I&i Sales Group LLC Dba Forward Solutions's Forward Solutions 401(k) Plan reported $22M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,254 in Wholesale Trade (6,843 peers)

Coverage in Pennsylvania

Forward Solutions 401(k) Plan covers 240 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#5,254
in Wholesale Trade (6,843 peers)
-$973K
reported net income
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $973K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forward Solutions 401(k) Plan's outsized position by total assets

Forward Solutions 401(k) Plan vs every filed plan by assets

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

$21,647,740 Top 22% higher than 78% 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

Forward Solutions 401(k) Plan 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. Forward Solutions 401(k) Plan sits mid-pack in the medium band (240 participants).

Plan-year Form 5500 strip

Filing strip 821854323 · I&i Sales Group LLC Dba Forward Solutions PY 2022 · 401(k)

Forward Solutions 401(k) Plan · $22M · 240 · 78th

  • BOOK $22M
  • VS-ST 240
  • BOY 78th
  • SCH 401(k)
  • EBSA near Carrier Process Equipment Group, Inc. 401(k) Plan and Trust
  • PART ind #5254

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Forward Solutions 401(k) Plan in the asset neighbourhood

Forward Solutions 401(k) Plan$22MCarrier Process Equipment Group, Inc. 401(k) Plan and TrustCarrier Process Equipment Gr…$22MKymera International 401(k) PlanKymera International 401(k) …$22MVvf Kansas Services, LLC 401(k) PlanVvf Kansas Services, LLC 401…$22MSpirit Human Resources, LLC Retirement SavingsSpirit Human Resources, LLC …$22M
End-of-year total assets ($M) among Forward Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$22M
Net Income-$973K
Employer EIN821854323
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I&i Sales Group LLC Dba Forward Solutions)

Sponsor-wide plan assets over time

All I&i Sales Group LLC Dba Forward Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$40M 85.31490585160391% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.7M $40.1M ▲ +85.3%
Year Plans Participants Total Assets
2022 1 240 $22M
2023 1 248 $34M
2024 1 447 $40M

Nearby 401(k) Plans in Pennsylvania

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

Forward Solutions 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Forward Solutions 401(k) Plan, Total assets ($B): 0.02164774 · Participants: 240Forward Solutions 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Forward Solutions 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Forward Solutions 401(k) Plan side-by-side with 3 peers →

Forward Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Carrier Process Equipment Group, Inc. 401(k) Plan and Trust in KY ($22M); by covered participants it is Spinnaker 401(k) Plan in OH (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 have I&i Sales Group LLC Dba Forward Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I&i Sales Group LLC Dba Forward Solutions's sponsor-wide assets grew 85.3%, from $22M to $40M.
Where does Forward Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Forward Solutions 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Forward Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carrier Process Equipment Group, Inc. 401(k) Plan and Trust in KY ($22M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Forward Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spinnaker 401(k) Plan in OH (240 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 821854323.

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.