401(k) · DOL Form 5500 · 2022
Forge Global, Inc 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 234
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $30,074
- Avg per participant Low balance/head
Official DOL plan name: Forge Global 401(k) Plan · Sponsored by Forge Global, Inc · California · Information & Media
$7M in assets, 234 participants
Forge Global, Inc's Forge Global 401(k) Plan reported $7M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #1,272 in Information & Media (2,911 peers)
Coverage in California
Forge Global 401(k) Plan covers 234 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $7M.
- #1,272
- in Information & Media (2,911 peers)
- +108.2%
- assets growth YoY
Forge Global 401(k) Plan's mid-pack asset rank among Information & Media and all filers
Forge Global 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,037,232 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Forge Global 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forge Global 401(k) Plan sits mid-pack in the medium band (234 participants).
DOL schedule card
Filing strip 464770272 · Forge Global, Inc PY 2022 · 401(k)
Forge Global 401(k) Plan · $7M · 234 · 58th
- BOY $7M
- SCH 234
- EBSA 58th
- PART 401(k)
- TYPE near Mortensen Woodwork, Inc. 401(k) Profit Sharing Plan
- NET ind #1272
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 Information & Media retirement plans → · Plans in California →
Forge Global 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 464770272 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forge Global, Inc)
Sponsor-wide plan assets over time
All Forge Global, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 170.84957551491837% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 234 | $7M |
| 2023 | 1 | 303 | $16M |
| 2024 | 1 | 322 | $19M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Forge Global 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Mortensen Woodwork, Inc. 401(k) Profit Sharing Plan in GA ($7M); by covered participants it is Lifecare, Inc. 401(k) Plan in CT (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.
- Lifecare, Inc. 401(k) Plan (CT) 234 · 0 off
- Bettermed Urgent Care 401(k) Retirement Plan (VA) 234 · 0 off
- S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan (VA) 234 · 0 off
- Bader Rutter Retirement Plan (WI) 234 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.