401(k) · DOL Form 5500 · 2023

Exceptional Foresters Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
154
Participants Small participant base
25th
Percentile by assets National rank
$7,745
Avg per participant Low balance/head
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Official DOL plan name: Exceptional Foresters Inc. 401(k) Plan · Sponsored by Exceptional Foresters Inc. · Washington · Healthcare & Social Assistance

$1M in assets, 154 participants

Exceptional Foresters Inc.'s Exceptional Foresters Inc. 401(k) Plan reported $1M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,777 in Healthcare & Social Assistance (17,684 peers)

Coverage in Washington

Exceptional Foresters Inc. 401(k) Plan covers 154 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $1M.

#3,777
in Healthcare & Social Assistance (17,684 peers)
+50.7%
assets growth YoY

Exceptional Foresters Inc. 401(k) Plan among the smaller filed plans by assets

Exceptional Foresters Inc. 401(k) Plan vs every filed plan by assets

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

$1,192,675 25th percentile higher than 25% 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

Exceptional Foresters Inc. 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. Exceptional Foresters Inc. 401(k) Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Exceptional Foresters Inc. 401(k) Plan reported net income rose from -$38K in the plan year 2022 filing to $401K in the plan year 2023 filing.
  • Exceptional Foresters Inc. 401(k) Plan end-of-year assets rose from $792K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Exceptional Foresters Inc. 401(k) Plan reported participants rose from 132 in the plan year 2022 filing to 154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 910773423 · Exceptional Foresters Inc. PY 2023 · 401(k)

Exceptional Foresters Inc. 401(k) Plan · $1M · 154 · 25th

  • VS-ST $1M
  • BOY 154
  • SCH 25th
  • EBSA 401(k)
  • PART near Simmcon Systems, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #3777

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Exceptional Foresters Inc. 401(k) Plan in the asset neighbourhood

Exceptional Foresters Inc. 401(k) PlanExceptional Foresters Inc. 4…$1MSimmcon Systems, Inc. 401(k) Profit Sharing PlanSimmcon Systems, Inc. 401(k)…$1MTailored Insurance Solutions, Inc. 401(k) Profit Sharing PlanTailored Insurance Solutions…$1MThunder Bay Tree Service, L.L.C. 401(k) Profit Sharing PlanThunder Bay Tree Service, L.…$1MWellessencemd 401(k) Profit Sharing Plan & TrustWellessencemd 401(k) Profit …$1M
End-of-year total assets ($M) among Exceptional Foresters Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$792K
Net Assets (End of Year)$1M
Net Income$401K
Employer EIN910773423
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exceptional Foresters Inc.)

Sponsor-wide plan assets over time

All Exceptional Foresters Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 79.40084370060883% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.79M $1.42M ▲ +79.7%
Year Plans Participants Total Assets
2022 1 132 $792K
2023 1 154 $1M
2024 1 138 $1M

Nearby 401(k) Plans in Washington

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

Exceptional Foresters Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Exceptional Foresters Inc. 401(k) Plan, Total assets ($B): 0.001192675 · Participants: 154Exceptional Foresters Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Exceptional Foresters Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Exceptional Foresters Inc. 401(k) Plan side-by-side with 3 peers →

Exceptional Foresters Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Simmcon Systems, Inc. 401(k) Profit Sharing Plan in PA ($1M); by covered participants it is Eaze Solutions Inc. Retirement Trust in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Exceptional Foresters Inc. 401(k) Plan assets move in 2023? ▼
Exceptional Foresters Inc. 401(k) Plan surged - up 50.7% during 2023, from $792K to $1M. Reported net income was $401K.
How have Exceptional Foresters Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exceptional Foresters Inc.'s sponsor-wide assets grew 79.4%, from $792K to $1M.
Where does Exceptional Foresters Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Exceptional Foresters Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Exceptional Foresters Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simmcon Systems, Inc. 401(k) Profit Sharing Plan in PA ($1M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Exceptional Foresters Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eaze Solutions Inc. Retirement Trust in CA (154 participants, $3M 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 910773423.

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.