Defined Benefit (Pension) · DOL Form 5500 · 2022

Forestwood Industries, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
12
Participants Small participant base
25th
Percentile by assets National rank
$87,010
Avg per participant Below avg balance/head
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Official DOL plan name: Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan · Sponsored by Forestwood Industries, Inc. · New York · Agriculture, Forestry & Fishing

$1M in assets, 12 participants

Forestwood Industries, Inc.'s Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan reported $1M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #391 in Agriculture, Forestry & Fishing (1,523 peers)

2022 asset change

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan pulled back noticeably 9.9% in 2022 ($1M → $1M) for 12 participants.

#391
in Agriculture, Forestry & Fishing (1,523 peers)
-9.9%
assets change YoY

The plan reported a net loss of $114K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan among the smaller filed plans by assets

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$1,044,117 25th percentile higher than 25% 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

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan is a small filing (12 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 113048644 · Forestwood Industries, Inc. PY 2022 · Defined Benefit (Pension)

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan · $1M · 12 · 25th

  • PHOTO $1M
  • PHOTO 12
  • PHOTO 25th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near New Bedford Longshoremen's Pension Plan
  • PHOTO ind #391

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New York →

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan in the asset neighbourhood

Forbes Associates Inc. Defined Benefit Pension PlanForbes Associates Inc. Defin…$1MAssociates in Dermatology PLLC Cash Balance PlanAssociates in Dermatology PL…$1MForestwood Industries Inc. and Safeguard Inc. Cash Balance Pension PlanForestwood Industries Inc. a…$1MNew Bedford Longshoremen's Pension PlanNew Bedford Longshoremen's P…$1MEdgewater Rocket Science Music Inc Defined Benefit Pension PlanEdgewater Rocket Science Mus…$1M
End-of-year total assets ($M) among Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$114K
Employer EIN113048644
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan, Total assets ($B): 0.001044117 · Participants: 12Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is New Bedford Longshoremen's Pension Plan in MA ($1M); by covered participants it is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan assets move in 2022? ▼
Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan pulled back noticeably - down 9.9% during 2022, from $1M to $1M. Reported net income was -$114K.
Where does Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New Bedford Longshoremen's Pension Plan in MA ($1M, 35 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Forestwood Industries Inc. and Safeguard Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seasonal Packaging, Inc. Pension Plan in NJ (12 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 113048644.

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.