401(k) · DOL Form 5500 · 2022

Fora Financial LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
147
Participants Small participant base
44th
Percentile by assets National rank
$24,438
Avg per participant Low balance/head
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Official DOL plan name: Fora Financial LLC 401(k) Plan · Sponsored by Fora Financial LLC · New York · Finance & Insurance

$4M in assets, 147 participants

Fora Financial LLC's Fora Financial LLC 401(k) Plan reported $4M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,761 in Finance & Insurance (9,261 peers)

Coverage in New York

Fora Financial LLC 401(k) Plan covers 147 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $4M.

#2,761
in Finance & Insurance (9,261 peers)
+3.7%
assets growth YoY

Fora Financial LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Fora Financial LLC 401(k) Plan vs every filed plan by assets

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

$3,592,380 44th percentile higher than 44% 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

Fora Financial LLC 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. Fora Financial LLC 401(k) Plan sits mid-pack in the medium band (147 participants).

Form 5500 schedule snapshot

Filing strip 900393753 · Fora Financial LLC PY 2022 · 401(k)

Fora Financial LLC 401(k) Plan · $4M · 147 · 44th

  • PART $4M
  • TYPE 147
  • NET 44th
  • BOOK 401(k)
  • VS-ST near Mercy Ridge, Inc. 401(k) Plan
  • BOY ind #2761

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 New York →

Fora Financial LLC 401(k) Plan in the asset neighbourhood

Fora Financial LLC 401(k) PlanFora Financial LLC 401(k) Pl…$4MMercy Ridge, Inc. 401(k) Plan$4MCl Support Services, 401(k) Savings PlanCl Support Services, 401(k) …$4MErickson/Aamondt Orthodontics, P.a. 401(k) PlanErickson/Aamondt Orthodontic…$4MNorwalk Furniture Inc. 401(k) PlanNorwalk Furniture Inc. 401(k…$4M
End-of-year total assets ($M) among Fora Financial LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$169K
Employer EIN900393753
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fora Financial LLC)

Sponsor-wide plan assets over time

All Fora Financial LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 90.46946592509701% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.59M $6.84M ▲ +90.5%
Year Plans Participants Total Assets
2022 1 147 $4M
2023 1 150 $5M
2024 1 127 $7M

Nearby 401(k) Plans in New York

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

Fora Financial LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fora Financial LLC 401(k) Plan, Total assets ($B): 0.00359238 · Participants: 147Fora Financial LLC 401(k) PlanIBM 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
Fora Financial LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fora Financial LLC 401(k) Plan side-by-side with 3 peers →

Fora Financial LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mercy Ridge, Inc. 401(k) Plan in MD ($4M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

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 Fora Financial LLC 401(k) Plan assets move in 2022? ▼
Fora Financial LLC 401(k) Plan edged up modestly - up 3.7% during 2022, from $3M to $4M. Reported net income was $169K.
How have Fora Financial LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fora Financial LLC's sponsor-wide assets grew 90.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Fora Financial LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mercy Ridge, Inc. 401(k) Plan in MD ($4M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Fora Financial LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (147 participants, $1M 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 900393753.

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.