401(k) · DOL Form 5500 · 2023

Forsgren Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
100
Participants Small participant base
65th
Percentile by assets National rank
$132,302
Avg per participant Near avg balance/head
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Official DOL plan name: Forsgren Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Forsgren Associates, Inc. · Utah · Professional & Technical Services

$13M in assets, 100 participants

Forsgren Associates, Inc.'s Forsgren Associates, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,975 in Professional & Technical Services (20,321 peers)

Coverage in Utah

Forsgren Associates, Inc. 401(k) Profit Sharing Plan covers 100 participants in Utah, about 17% of the average Utah filer (state average ~592 per filing). Assets: $13M.

#12,975
in Professional & Technical Services (20,321 peers)
+22.7%
assets growth YoY

Forsgren Associates, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Forsgren Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,230,179 Top 35% higher than 65% 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

Forsgren Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forsgren Associates, Inc. 401(k) Profit Sharing Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forsgren Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Forsgren Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Forsgren Associates, Inc. 401(k) Profit Sharing Plan reported participants fell from 102 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820255723 · Forsgren Associates, Inc. PY 2023 · 401(k)

Forsgren Associates, Inc. 401(k) Profit Sharing Plan · $13M · 100 · 65th

  • EOY $13M
  • EOY 100
  • EOY 65th
  • EOY 401(k)
  • EOY near Openly LLC 401(k) Plan
  • EOY ind #12975

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 Professional & Technical Services retirement plans → · Plans in Utah →

Forsgren Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Forsgren Associates, Inc. 401(k) Profit Sharing PlanForsgren Associates, Inc. 40…$13MOpenly LLC 401(k) Plan$13MBosselman Employee Retirement PlanBosselman Employee Retiremen…$13MAabr, Inc. 403(b) Thrift Plan$13MBeacon Credit Union 401(k) Plan and TrustBeacon Credit Union 401(k) P…$13M
End-of-year total assets ($M) among Forsgren Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN820255723
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forsgren Associates, Inc.)

Sponsor-wide plan assets over time

All Forsgren Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 62.69126173748552% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.8M $17.5M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 102 $11M
2023 1 100 $13M
2024 1 122 $18M

Nearby 401(k) Plans in Utah

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

Forsgren Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Forsgren Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013230179 · Participants: 100Forsgren Associates, Inc. 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Forsgren Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Forsgren Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Forsgren Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Openly LLC 401(k) Plan in MA ($13M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Forsgren Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Forsgren Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Forsgren Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forsgren Associates, Inc.'s sponsor-wide assets grew 62.7%, from $11M to $18M.
Which 401(k) plans are similar in size to Forsgren Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Openly LLC 401(k) Plan in MA ($13M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Forsgren Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 820255723.

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.