Defined Benefit (Pension) · DOL Form 5500 · 2022

Forbes Associates Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$522,897
Avg per participant High balance/head
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Official DOL plan name: Forbes Associates Inc. Defined Benefit Pension Plan · Sponsored by Forbes Associates Inc. · California · Real Estate

$1M in assets, 2 participants

Forbes Associates Inc.'s Forbes Associates Inc. Defined Benefit Pension Plan reported $1M in total assets and 2 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.

  • #2,128 in Real Estate (5,057 peers)

2022 asset change

Forbes Associates Inc. Defined Benefit Pension Plan grew sharply 19.6% in 2022 ($874K → $1M) for 2 participants.

#2,128
in Real Estate (5,057 peers)
+19.6%
assets growth YoY

Forbes Associates Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Forbes Associates Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,045,794 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

Forbes Associates Inc. Defined Benefit Pension 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. Forbes Associates Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 953874276 · Forbes Associates Inc. PY 2022 · Defined Benefit (Pension)

Forbes Associates Inc. Defined Benefit Pension Plan · $1M · 2 · 25th

  • PHOTO $1M
  • IND 2
  • EOY 25th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Associates in Dermatology PLLC Cash Balance Plan
  • PCT ind #2128

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 Real Estate retirement plans → · Plans in California →

Forbes Associates Inc. Defined Benefit 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…$1MEmblemhealth Services Company, LLC Cash Balance Plan and Trust for Collectively Bargained EmployeesEmblemhealth Services Compan…$1MAllergy and Pulmonary Associates, P.a. Cash Balance Pension PlanAllergy and Pulmonary Associ…$1MForestwood Industries Inc. and Safeguard Inc. Cash Balance Pension PlanForestwood Industries Inc. a…$1M
End-of-year total assets ($M) among Forbes Associates Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Forbes Associates Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Forbes Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.336823504437776% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M 202220232024 $1.05M $1.13M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

2022 asset-move particulars

Total Assets (Beginning of Year)$874K
Net Assets (End of Year)$1M
Net Income$172K
Employer EIN953874276
Plan Effective Date2016-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Forbes Associates Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Forbes Associates Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001045794 · Participants: 2Forbes Associates Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Forbes Associates Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Forbes Associates Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Forbes Associates Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Associates in Dermatology PLLC Cash Balance Plan in KY ($1M); by covered participants it is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Forbes Associates Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Forbes Associates Inc. Defined Benefit Pension Plan grew sharply - up 19.6% during 2022, from $874K to $1M. Reported net income was $172K.
How have Forbes Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forbes Associates Inc.'s sponsor-wide assets grew 8.3%, from $1M to $1M.
Where does Forbes Associates Inc. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Forbes Associates Inc. Defined Benefit 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 Forbes Associates Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Associates in Dermatology PLLC Cash Balance Plan in KY ($1M, 117 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Forbes Associates Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Direct Marketing Corp. Defined Benefit Plan in NY (2 participants, N/A 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 953874276.

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.