401(k) · DOL Form 5500 · 2022

Forward Space LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
128
Participants Small participant base
72nd
Percentile by assets National rank
$111,270
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Forward Space Retirement Plan · Sponsored by Forward Space LLC · Illinois · Wholesale Trade

$14M in assets, 128 participants

Forward Space LLC's Forward Space Retirement Plan reported $14M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,584 in Wholesale Trade (6,843 peers)

Coverage in Illinois

Forward Space Retirement Plan covers 128 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $14M.

#4,584
in Wholesale Trade (6,843 peers)
-14.4%
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.

Forward Space Retirement Plan's outsized position by total assets

Forward Space Retirement Plan vs every filed plan by assets

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

$14,242,609 Top 28% higher than 72% 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 Space Retirement 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 Space Retirement Plan sits mid-pack in the medium band (128 participants).

Plan-year Form 5500 strip

Filing strip 471202264 · Forward Space LLC PY 2022 · 401(k)

Forward Space Retirement Plan · $14M · 128 · 72nd

  • IND $14M
  • IND 128
  • IND 72nd
  • IND 401(k)
  • IND near Cardiology Associates of New Brunswick, P.a. Savings Plan
  • IND ind #4584

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 Illinois →

Forward Space Retirement Plan in the asset neighbourhood

Forward Space Retirement Plan$14MCardiology Associates of New Brunswick, P.a. Savings PlanCardiology Associates of New…$14MAcropolis 401(k) Plan$14MMiskelly's Furniture Warehouse, Inc 401(k) Profit Sharing PlanMiskelly's Furniture Warehou…$14MSheshunoff Management Services, L.P. 401(k) Plan and TrustSheshunoff Management Servic…$14M
End-of-year total assets ($M) among Forward Space Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN471202264
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forward Space LLC)

Sponsor-wide plan assets over time

All Forward Space LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 18.906718565397675% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $14.2M $16.9M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 128 $14M
2023 1 120 $16M
2024 1 110 $17M

Nearby 401(k) Plans in Illinois

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

Forward Space Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Forward Space Retirement Plan, Total assets ($B): 0.014242609 · Participants: 128Forward Space Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Forward Space Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Outside Illinois, the nearest 401(k) by assets is Cardiology Associates of New Brunswick, P.a. Savings Plan in NJ ($14M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Forward Space Retirement Plan assets move in 2022?
Forward Space Retirement Plan pulled back noticeably - down 14.4% during 2022, from $17M to $14M. Reported net income was -$2M.
How have Forward Space LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Forward Space LLC's sponsor-wide assets grew 18.9%, from $14M to $17M.
Which 401(k) plans are similar in size to Forward Space Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Cardiology Associates of New Brunswick, P.a. Savings Plan in NJ ($14M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Forward Space Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A in assets).