401(k) · DOL Form 5500 · 2022

Forest Lawn Memorial - Parks & Mortuaries 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
1,041
Participants Near avg headcount
93rd
Percentile by assets National rank
$102,294
Avg per participant Below avg balance/head
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Official DOL plan name: Forest Lawn 401(k) Plan · Sponsored by Forest Lawn Memorial - Parks & Mortuaries · California · Other Services

$106M in assets, 1,041 participants

Forest Lawn Memorial - Parks & Mortuaries's Forest Lawn 401(k) Plan reported $106M in total assets and 1,041 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,198 in Other Services (8,398 peers)

Where Forest Lawn 401(k) Plan sits by assets

Forest Lawn 401(k) Plan sits in the top 10% of all filed plans by assets, $106M for 1,041 participants (~$102,294/participant), down 22.8% in 2022.

#8,198
in Other Services (8,398 peers)
-22.8%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forest Lawn 401(k) Plan's outsized position by total assets

Forest Lawn 401(k) Plan vs every filed plan by assets

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

$106,487,797 Top 7% higher than 93% 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

Forest Lawn 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forest Lawn 401(k) Plan lands in the large band (1,041 participants).

Form 5500 schedule snapshot

Filing strip 950743320 · Forest Lawn Memorial - Parks & Mortuaries PY 2022 · 401(k)

Forest Lawn 401(k) Plan · $106M · 1,041 · 93rd

  • RANK $106M
  • RANK 1,041
  • RANK 93rd
  • RANK 401(k)
  • RANK near Fullbeauty Brands, Inc. Savings and Retirement Plan
  • RANK ind #8198

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 Other Services retirement plans → · Plans in California →

Forest Lawn 401(k) Plan in the asset neighbourhood

Air Wisconsin Pilots 401(k) PlanAir Wisconsin Pilots 401(k) …$107MForest Lawn 401(k) Plan$106MFullbeauty Brands, Inc. Savings and Retirement PlanFullbeauty Brands, Inc. Savi…$106MSumitomo Rubber USA, LLC Employee Savings Plan for Bargaining Unit EmployeesSumitomo Rubber USA, LLC Emp…$106MKaufman, Hall & Associates, LLC Retirement Plan and TrustKaufman, Hall & Associates, …$106M
End-of-year total assets ($M) among Forest Lawn 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$138M
Net Assets (End of Year)$106M
Net Income-$31M
Employer EIN950743320
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forest Lawn Memorial - Parks & Mortuaries)

Sponsor-wide plan assets over time

All Forest Lawn Memorial - Parks & Mortuaries plans reported in each filing year

Latest sponsor-wide plan assets
$235M 28.16164904384276% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $183M $235M ▲ +28.2%
Year Plans Participants Total Assets
2022 2 1,942 $183M
2023 2 2,010 $208M
2024 2 2,074 $235M

Nearby 401(k) Plans in California

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

Forest Lawn 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Forest Lawn 401(k) Plan, Total assets ($B): 0.106487797 · Participants: 1041Forest Lawn 401(k) 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
Forest Lawn 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Fullbeauty Brands, Inc. Savings and Retirement Plan in IN ($106M); by covered participants it is Credence Management Solutions 401(k) Profit Sharing Plan in VA (1,041 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,041 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 Forest Lawn 401(k) Plan assets move in 2022?
Forest Lawn 401(k) Plan declined sharply - down 22.8% during 2022, from $138M to $106M. Reported net income was -$31M.
How have Forest Lawn Memorial - Parks & Mortuaries plan assets changed over time?
Across 3 plan years on file (2022-2024), Forest Lawn Memorial - Parks & Mortuaries's sponsor-wide assets grew 28.2%, from $183M to $235M.
Where does Forest Lawn 401(k) Plan rank by assets among Form 5500 filers?
Forest Lawn 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Forest Lawn 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Fullbeauty Brands, Inc. Savings and Retirement Plan in IN ($106M, 1,060 participants).
Which 401(k) plans cover a similar participant headcount to Forest Lawn 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Credence Management Solutions 401(k) Profit Sharing Plan in VA (1,041 participants, $51M in assets).