401(k) · DOL Form 5500 · 2023

The Forbes Company, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
233
Participants Below avg headcount
72nd
Percentile by assets National rank
$83,634
Avg per participant Below avg balance/head
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Official DOL plan name: The Forbes Company, LLC Employees Profit Sharing 401(k) Plan · Sponsored by The Forbes Company, LLC · Michigan · Real Estate

$19M in assets, 233 participants

The Forbes Company, LLC's The Forbes Company, LLC Employees Profit Sharing 401(k) Plan reported $19M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,089 in Real Estate (4,727 peers)

Coverage in Michigan

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan covers 233 participants in Michigan, about 37% of the average Michigan filer (state average ~638 per filing). Assets: $19M.

#4,089
in Real Estate (4,727 peers)
+2.7%
assets growth YoY

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan's outsized position by total assets

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan vs every filed plan by assets

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

$19,486,813 Top 28% higher than 72% 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

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Forbes Company, LLC Employees Profit Sharing 401(k) Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Forbes Company, LLC Employees Profit Sharing 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $507K in the plan year 2023 filing.
  • The Forbes Company, LLC Employees Profit Sharing 401(k) Plan reported participants fell from 288 in the plan year 2022 filing to 233 in the plan year 2023 filing.
  • The Forbes Company, LLC Employees Profit Sharing 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 383441715 · The Forbes Company, LLC PY 2023 · 401(k)

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan · $19M · 233 · 72nd

  • 5500 $19M
  • 5500 233
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Pessin Katz Law, PA 401(k) Plan
  • 5500 ind #4089

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 Michigan →

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan in the asset neighbourhood

The Forbes Company, LLC Employees Profit Sharing 401(k) PlanThe Forbes Company, LLC Empl…$19MPessin Katz Law, PA 401(k) PlanPessin Katz Law, PA 401(k) P…$19MWillowwood Global, LLC Profit Sharing PlanWillowwood Global, LLC Profi…$19MVenator Materials LLC 401(k) PlanVenator Materials LLC 401(k)…$19MIapp 401(k) Plan$19M
End-of-year total assets ($M) among The Forbes Company, LLC Employees Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$507K
Employer EIN383441715
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Forbes Company, LLC)

Sponsor-wide plan assets over time

All The Forbes Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 7.927673255208275% vs 2022
2024 filing year
$18.5M$19M$19.5M$20M$20.5M$21M 202220232024 $19M $20.5M ▲ +7.9%
Year Plans Participants Total Assets
2022 1 288 $19M
2023 1 233 $19M
2024 1 274 $20M

Nearby 401(k) Plans in Michigan

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

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants The Forbes Company, LLC Employees Profit Sharing 401(k) Plan, Total assets ($B): 0.019486813 · Participants: 233The Forbes Company, LLC Employees Profit Sharing 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
The Forbes Company, LLC Employees Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare The Forbes Company, LLC Employees Profit Sharing 401(k) Plan side-by-side with 3 peers →

The Forbes Company, LLC Employees Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Pessin Katz Law, PA 401(k) Plan in MD ($19M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (233 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 The Forbes Company, LLC Employees Profit Sharing 401(k) Plan assets move in 2023? ▼
The Forbes Company, LLC Employees Profit Sharing 401(k) Plan edged up modestly - up 2.7% during 2023, from $19M to $19M. Reported net income was $507K.
How have The Forbes Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Forbes Company, LLC's sponsor-wide assets grew 7.9%, from $19M to $20M.
Which 401(k) plans are similar in size to The Forbes Company, LLC Employees Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pessin Katz Law, PA 401(k) Plan in MD ($19M, 94 participants).
Which 401(k) plans cover a similar participant headcount to The Forbes Company, LLC Employees Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M 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 383441715.

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.