401(k) · DOL Form 5500 · 2022

Forward Slope, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
172
Participants Small participant base
64th
Percentile by assets National rank
$56,415
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fsi 401(k) Profit Sharing Plan · Sponsored by Forward Slope, Inc. · California · Professional & Technical Services

$10M in assets, 172 participants

Forward Slope, Inc.'s Fsi 401(k) Profit Sharing Plan reported $10M in total assets and 172 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,599 in Professional & Technical Services (21,562 peers)

Coverage in California

Fsi 401(k) Profit Sharing Plan covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $10M.

#13,599
in Professional & Technical Services (21,562 peers)
-9.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fsi 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fsi 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,703,399 Top 36% higher than 64% 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

Fsi 401(k) Profit Sharing 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. Fsi 401(k) Profit Sharing Plan sits mid-pack in the medium band (172 participants).

Form 5500 schedule snapshot

Filing strip 330759000 · Forward Slope, Inc. PY 2022 · 401(k)

Fsi 401(k) Profit Sharing Plan · $10M · 172 · 64th

  • TYPE $10M
  • NET 172
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan
  • SCH ind #13599

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 Professional & Technical Services retirement plans → · Plans in California →

Fsi 401(k) Profit Sharing Plan in the asset neighbourhood

Fsi 401(k) Profit Sharing PlanFsi 401(k) Profit Sharing Pl…$10MScottish Re (U.S.), Inc. 401(k) and Profit Sharing PlanScottish Re (U.S.), Inc. 401…$10MSchilling Distributing Profit Sharing 401 K PlanSchilling Distributing Profi…$10MDupage Neonatology Associates, Sc Profit Sharing PlanDupage Neonatology Associate…$10MThe Allied Systems Company 401(k) Cash or Deferred Savings PlanThe Allied Systems Company 4…$10M
End-of-year total assets ($M) among Fsi 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN330759000
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forward Slope, Inc.)

Sponsor-wide plan assets over time

All Forward Slope, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 61.27251904203877% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.7M $15.7M ▲ +61.3%
Year Plans Participants Total Assets
2022 1 172 $10M
2023 1 178 $13M
2024 1 168 $16M

Nearby 401(k) Plans in California

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

Fsi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fsi 401(k) Profit Sharing Plan, Total assets ($B): 0.009703399 · Participants: 172Fsi 401(k) Profit Sharing PlanWells 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
Fsi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Fsi 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan in NC ($10M); by covered participants it is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants). Same-state nearby plans are listed separately above.

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 Fsi 401(k) Profit Sharing Plan assets move in 2022?
Fsi 401(k) Profit Sharing Plan pulled back noticeably - down 9.7% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Forward Slope, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Forward Slope, Inc.'s sponsor-wide assets grew 61.3%, from $10M to $16M.
Which 401(k) plans are similar in size to Fsi 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Scottish Re (U.S.), Inc. 401(k) and Profit Sharing Plan in NC ($10M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Fsi 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Diverse Staffing Services, Inc. Retirement Readiness 401(k) Plan in IN (172 participants, $1M in assets).