401(k) · DOL Form 5500 · 2023

Forsythe's Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
37th
Percentile by assets National rank
$844,082
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Forsythe's Investments, Inc. Retirement Plan · Sponsored by Forsythe's Investments, Inc. · Arkansas · Retail Trade

$3M in assets, 4 participants

Forsythe's Investments, Inc.'s Forsythe's Investments, Inc. Retirement Plan reported $3M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,091 in Retail Trade (8,414 peers)

Forsythe's Investments, Inc. multi-year trail

Forsythe's Investments, Inc.'s plans moved +19.8% in assets from 2022 to 2023; this filing shows Forsythe's Investments, Inc. Retirement Plan at $3M / 4 participants.

#4,091
in Retail Trade (8,414 peers)
+19.8%
assets growth YoY

Forsythe's Investments, Inc. Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Forsythe's Investments, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,376,329 37th percentile higher than 37% of 127,068 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 2023

Forsythe's Investments, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forsythe's Investments, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forsythe's Investments, Inc. Retirement Plan reported net income rose from $209K in the plan year 2022 filing to $558K in the plan year 2023 filing.
  • Forsythe's Investments, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 710399369 · Forsythe's Investments, Inc. PY 2023 · 401(k)

Forsythe's Investments, Inc. Retirement Plan · $3M · 4 · 37th

  • BOY $3M
  • BOY 4
  • BOY 37th
  • BOY 401(k)
  • BOY near Hendrick Health 401(k) Retirement Plan
  • BOY ind #4091

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 Retail Trade retirement plans → · Plans in Arkansas →

Forsythe's Investments, Inc. Retirement Plan in the asset neighbourhood

Forsythe's Investments, Inc. Retirement PlanForsythe's Investments, Inc.…$3MHendrick Health 401(k) Retirement PlanHendrick Health 401(k) Retir…$3MA P Ventures 401(k) Safe Harbor PlanA P Ventures 401(k) Safe Har…$3MUsm/Sm/Usofs 401(k) Profit Sharing PlanUsm/Sm/Usofs 401(k) Profit S…$3M401(k) Profit Sharing Plan for Employees of Community Action Program, Inc. of Western Indiana401(k) Profit Sharing Plan f…$3M
End-of-year total assets ($M) among Forsythe's Investments, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Forsythe's Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Forsythe's Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 19.817161781056182% vs 2022
2023 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 20222023 $2.82M $3.38M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 2 8 $3M

Forsythe's Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$558K
Employer EIN710399369
Plan Effective Date1976-01-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arkansas

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

Forsythe's Investments, Inc. Retirement Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000000500000100000015000002000000 -1001020304050 Total assets ($B) Participants Forsythe's Investments, Inc. Retirement Plan, Total assets ($B): 0.003376329 · Participants: 4Forsythe's Investments, Inc. Retirement PlanWalmart 401(k) Plan, Total assets ($B): 41.538754799 · Participants: 1611202Walmart 401(k) PlanTyson Foods, Inc. Retirement Savings Plan, Total assets ($B): 3.539529752 · Participants: 113806Tyson Foods, Inc. Retirement Savings PlanDillard's, Inc. Investment & Employee Stock Ownership Plan, Total assets ($B): 2.853974665 · Participants: 30034Dillard's, Inc. Investment & Employee Stock Ownership PlanJ.B. Hunt Transport Services, Inc. Employee Retirement Plan, Total assets ($B): 1.318138116 · Participants: 39077J.B. Hunt Transport Services, Inc. Employee Retirement PlanWindstream 401(k) Plan, Total assets ($B): 1.230072939 · Participants: 10991Windstream 401(k) Plan
Forsythe's Investments, Inc. Retirement Plan vs. nearby 401(k) plans in Arkansas, assets vs. participants
Compare Forsythe's Investments, Inc. Retirement Plan side-by-side with 3 peers →

Forsythe's Investments, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arkansas, the nearest 401(k) by assets is Hendrick Health 401(k) Retirement Plan in TX ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Forsythe's Investments, Inc. Retirement Plan assets move in 2023? ▼
Forsythe's Investments, Inc. Retirement Plan grew sharply - up 19.8% during 2023, from $3M to $3M. Reported net income was $558K.
How have Forsythe's Investments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Forsythe's Investments, Inc.'s sponsor-wide assets grew 19.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Forsythe's Investments, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hendrick Health 401(k) Retirement Plan in TX ($3M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Forsythe's Investments, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 710399369.

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.