ESOP · DOL Form 5500 · 2022

Forte Residential, Inc. ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
284
Participants Below avg headcount
70th
Percentile by assets National rank
$45,797
Avg per participant Low balance/head
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Official DOL plan name: Forte Residential, Inc. Employee Stock Ownership Plan · Sponsored by Forte Residential, Inc. · Indiana · Healthcare & Social Assistance

$13M in assets, 284 participants

Forte Residential, Inc.'s Forte Residential, Inc. Employee Stock Ownership Plan reported $13M in total assets and 284 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,015 in Healthcare & Social Assistance (20,060 peers)

Forte Residential, Inc. multi-year trail

Forte Residential, Inc.'s plans moved +34.0% in assets from 2022 to 2024; this filing shows Forte Residential, Inc. Employee Stock Ownership Plan at $13M / 284 participants.

#15,015
in Healthcare & Social Assistance (20,060 peers)
+24.3%
assets growth YoY

Forte Residential, Inc. Employee Stock Ownership Plan's outsized position by total assets

Forte Residential, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,006,468 Top 30% higher than 70% 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

Forte Residential, Inc. Employee Stock Ownership 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. Forte Residential, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (284 participants).

EBSA filing schedule strip

Filing strip 351858834 · Forte Residential, Inc. PY 2022 · ESOP

Forte Residential, Inc. Employee Stock Ownership Plan · $13M · 284 · 70th

  • EBSA $13M
  • PART 284
  • TYPE 70th
  • NET ESOP
  • BOOK near Brockway-Smith Company Employee Stock Ownership Plan & Trust
  • VS-ST ind #15015

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 What is an ESOP? → · Plans in Indiana →

Forte Residential, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Quad/Graphics ESOP$13MEsco Group Employee Stock Ownership PlanEsco Group Employee Stock Ow…$13MEmployee Stock Ownership Plan and Trust for the Employees of Quality Manufacturing Services, Inc.Employee Stock Ownership Pla…$13MForte Residential, Inc. Employee Stock Ownership PlanForte Residential, Inc. Empl…$13MBrockway-Smith Company Employee Stock Ownership Plan & TrustBrockway-Smith Company Emplo…$13M
End-of-year total assets ($M) among Forte Residential, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Forte Residential, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Forte Residential, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 34.00301296247375% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13M $17.4M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 284 $13M
2023 1 232 $18M
2024 1 243 $17M

Forte Residential, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN351858834
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

Forte Residential, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.52 Total assets ($B) Participants Forte Residential, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.013006468 · Participants: 284Forte Residential, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.524085669 · Participants: 3842Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.314961737 · Participants: 467Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.309552138 · Participants: 1233Nibco Inc. Employee Stock Ownership PlanWood-Mizer Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.115298049 · Participants: 464Wood-Mizer Holdings, Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.113705161 · Participants: 333Superior Industrial Solutions, Inc. Employee Stock Ownership Plan
Forte Residential, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Forte Residential, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Forte Residential, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Brockway-Smith Company Employee Stock Ownership Plan & Trust in MA ($13M); by covered participants it is Triad Manufacturing, Inc. Employee Stock Ownership Plan in MO (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Forte Residential, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Forte Residential, Inc. Employee Stock Ownership Plan grew sharply - up 24.3% during 2022, from $10M to $13M. Reported net income was $3M.
How have Forte Residential, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forte Residential, Inc.'s sponsor-wide assets grew 34.0%, from $13M to $17M.
Which ESOP plans are similar in size to Forte Residential, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brockway-Smith Company Employee Stock Ownership Plan & Trust in MA ($13M, 61 participants).
Which ESOP plans cover a similar participant headcount to Forte Residential, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Triad Manufacturing, Inc. Employee Stock Ownership Plan in MO (284 participants, $36M 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 351858834.

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.