401(k) · DOL Form 5500 · 2022

Forester Capital, L.L.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
13
Participants Small participant base
43rd
Percentile by assets National rank
$259,339
Avg per participant Above avg balance/head
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Official DOL plan name: Forester Capital, L.L.C. 401(k) Plan · Sponsored by Forester Capital, L.L.C. · Connecticut · Finance & Insurance

$3M in assets, 13 participants

Forester Capital, L.L.C.'s Forester Capital, L.L.C. 401(k) Plan reported $3M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,688 in Finance & Insurance (9,261 peers)

Forester Capital, L.L.C. multi-year trail

Forester Capital, L.L.C.'s plans moved +19.0% in assets from 2022 to 2024; this filing shows Forester Capital, L.L.C. 401(k) Plan at $3M / 13 participants.

#2,688
in Finance & Insurance (9,261 peers)
-21.8%
assets change YoY

The plan reported a net loss of $938K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forester Capital, L.L.C. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Forester Capital, L.L.C. 401(k) Plan vs every filed plan by assets

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

$3,371,409 43rd percentile higher than 43% 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

Forester Capital, L.L.C. 401(k) 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. Forester Capital, L.L.C. 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 134079777 · Forester Capital, L.L.C. PY 2022 · 401(k)

Forester Capital, L.L.C. 401(k) Plan · $3M · 13 · 43rd

  • BOY $3M
  • SCH 13
  • EBSA 43rd
  • PART 401(k)
  • TYPE near Arcon Partners, LLC 401(k) Profit Sharing Plan
  • NET ind #2688

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 Connecticut →

Forester Capital, L.L.C. 401(k) Plan in the asset neighbourhood

Forester Capital, L.L.C. 401(k) PlanForester Capital, L.L.C. 401…$3MArcon Partners, LLC 401(k) Profit Sharing PlanArcon Partners, LLC 401(k) P…$3MSelf Storage Management LLC 401(k) Profit Sharing Plan & TrustSelf Storage Management LLC …$3MJohn Henry Homes, Inc. 401(k) Profit Sharing Plan and TrustJohn Henry Homes, Inc. 401(k…$3MMarking Systems, Inc. 401(k) PlanMarking Systems, Inc. 401(k)…$3M
End-of-year total assets ($M) among Forester Capital, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Forester Capital, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Forester Capital, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.01050866269859% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.37M $4.01M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 17 $4M
2024 1 7 $4M

Forester Capital, L.L.C. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$938K
Employer EIN134079777
Plan Effective Date2011-05-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Forester Capital, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Forester Capital, L.L.C. 401(k) Plan, Total assets ($B): 0.003371409 · Participants: 13Forester Capital, L.L.C. 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Forester Capital, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Forester Capital, L.L.C. 401(k) Plan side-by-side with 3 peers →

Forester Capital, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Arcon Partners, LLC 401(k) Profit Sharing Plan in NY ($3M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Forester Capital, L.L.C. 401(k) Plan assets move in 2022? ▼
Forester Capital, L.L.C. 401(k) Plan declined sharply - down 21.8% during 2022, from $4M to $3M. Reported net income was -$938K.
How have Forester Capital, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forester Capital, L.L.C.'s sponsor-wide assets grew 19.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Forester Capital, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arcon Partners, LLC 401(k) Profit Sharing Plan in NY ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Forester Capital, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 134079777.

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.