401(k) · DOL Form 5500 · 2022

F.E. Forbes Company, Inc. 401(k) Plan

Data updated 2026-08-25

$413K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$206,416
Avg per participant Above avg balance/head
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Official DOL plan name: F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan · Sponsored by F.E. Forbes Company, Inc. · California · Real Estate

$413K in assets, 2 participants

F.E. Forbes Company, Inc.'s F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan reported $413K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,370 in Real Estate (5,057 peers)

What the 2022 filing shows

F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan holds $413K for 2 participants - about $206,416 per participant, among the smaller plans by assets on file.

#1,370
in Real Estate (5,057 peers)
+3.4%
assets growth YoY

F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan among the smaller filed plans by assets

F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

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

$412,831 17th percentile higher than 17% 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

F.E. Forbes Company, Inc. Profit Sharing/401(k) 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. F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 943223591 · F.E. Forbes Company, Inc. PY 2022 · 401(k)

F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan · $413K · 2 · 17th

  • NET $413K
  • BOOK 2
  • VS-ST 17th
  • BOY 401(k)
  • SCH near Titanic Canoe and Kayak Rental, Inc. 401(k) Plan
  • EBSA ind #1370

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 →

F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood

F.E. Forbes Company, Inc. Profit Sharing/401(k) PlanF.E. Forbes Company, Inc. Pr…$413KTitanic Canoe and Kayak Rental, Inc. 401(k) PlanTitanic Canoe and Kayak Rent…$413KImpero Inc. 401(k) Plan$413KChurch of Christ Care Center 401(k) PlanChurch of Christ Care Center…$413KScales Venture Holdings Inc. Retirement PlanScales Venture Holdings Inc.…$413K
End-of-year total assets ($M) among F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$399K
Net Assets (End of Year)$413K
Net Income$14K
Employer EIN943223591
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (F.E. Forbes Company, Inc.)

Sponsor-wide plan assets over time

All F.E. Forbes Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$388K 5.998580532954163% vs 2022
2024 filing year
$0.35M$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.41M $0.39M ▼ -4.9%
Year Plans Participants Total Assets
2022 1 2 $413K
2023 1 2 $541K
2024 1 2 $388K

Nearby 401(k) Plans in California

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

F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan, Total assets ($B): 0.000412831 · Participants: 2F.E. Forbes Company, Inc. Profit Sharing/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
F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan side-by-side with 3 peers →

F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Titanic Canoe and Kayak Rental, Inc. 401(k) Plan in IL ($413K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($413K here).

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 F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan assets move in 2022? ▼
F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan edged up modestly - up 3.4% during 2022, from $399K to $413K. Reported net income was $14K.
How have F.E. Forbes Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), F.E. Forbes Company, Inc.'s sponsor-wide assets declined 6.0%, from $413K to $388K.
Where does F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Titanic Canoe and Kayak Rental, Inc. 401(k) Plan in IL ($413K, 1 participant).
Which 401(k) plans cover a similar participant headcount to F.E. Forbes Company, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 943223591.

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.