Profit Sharing · DOL Form 5500 · 2022

Linda K. Forsberg, Phd Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
36th
Percentile by assets National rank
$2.3M
Avg per participant High balance/head
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Official DOL plan name: Linda K Forsberg Phd Basic Profit Sharing Plan · Sponsored by Linda K. Forsberg, Phd · Michigan · Healthcare & Social Assistance

$2M in assets, 1 participants

Linda K. Forsberg, Phd's Linda K Forsberg Phd Basic Profit Sharing Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,576 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Linda K Forsberg Phd Basic Profit Sharing Plan holds $2M for 1 participant - about $2.3M per participant, in the lower half of filed plans by assets.

#7,576
in Healthcare & Social Assistance (20,060 peers)
-5.9%
assets change YoY

The plan reported a net loss of $144K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Linda K Forsberg Phd Basic Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Linda K Forsberg Phd Basic Profit Sharing Plan vs every filed plan by assets

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

$2,285,009 36th percentile higher than 36% 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

Linda K Forsberg Phd Basic Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Linda K Forsberg Phd Basic Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 382750478 · Linda K. Forsberg, Phd PY 2022 · Profit Sharing

Linda K Forsberg Phd Basic Profit Sharing Plan · $2M · 1 · 36th

  • EBSA $2M
  • PART 1
  • TYPE 36th
  • NET Profit Sharing
  • BOOK near J.D Auto Center Inc. Retirement Trust
  • VS-ST ind #7576

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

Linda K Forsberg Phd Basic Profit Sharing Plan in the asset neighbourhood

Linda K Forsberg Phd Basic Profit Sharing PlanLinda K Forsberg Phd Basic P…$2MPioneer Apco LLC 401(k) Plan$2MDonald L. Parker II, P.a. 401(k) Profit Sharing PlanDonald L. Parker II, P.a. 40…$2MJ.D Auto Center Inc. Retirement TrustJ.D Auto Center Inc. Retirem…$2MBeverly Steel, Inc. Profit Sharing PlanBeverly Steel, Inc. Profit S…$2M
End-of-year total assets ($M) among Linda K Forsberg Phd Basic Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$144K
Employer EIN382750478
Plan Effective Date1986-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Linda K. Forsberg, Phd)

Sponsor-wide plan assets over time

All Linda K. Forsberg, Phd plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.445488836149005% vs 2022
2023 filing year
$2.25M$2.3M$2.35M$2.4M$2.45M 20222023 $2.29M $2.43M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Linda K Forsberg Phd Basic Profit Sharing Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Linda K Forsberg Phd Basic Profit Sharing Plan, Total assets ($B): 0.002285009 · Participants: 1Linda K Forsberg Phd Basic Profit Sharing PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.562673044 · Participants: 15480Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.474769731 · Participants: 10395Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.370960232 · Participants: 8330Ohio Carpenters' Annuity PlanIBEW Local 150 Supplemental Pension Fund, Total assets ($B): 0.247597207 · Participants: 1286IBEW Local 150 Supplemental Pension FundHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.233598708 · Participants: 687Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan
Linda K Forsberg Phd Basic Profit Sharing Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Linda K Forsberg Phd Basic Profit Sharing Plan side-by-side with 3 peers →

Linda K Forsberg Phd Basic Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is J.D Auto Center Inc. Retirement Trust in MA ($2M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Linda K Forsberg Phd Basic Profit Sharing Plan assets move in 2022? ▼
Linda K Forsberg Phd Basic Profit Sharing Plan pulled back noticeably - down 5.9% during 2022, from $2M to $2M. Reported net income was -$144K.
How have Linda K. Forsberg, Phd plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Linda K. Forsberg, Phd's sponsor-wide assets grew 6.4%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Linda K Forsberg Phd Basic Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is J.D Auto Center Inc. Retirement Trust in MA ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Linda K Forsberg Phd Basic Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 382750478.

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.