401(k) · DOL Form 5500 · 2023

401(k) Plan for Makers Forward Operating Companies

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$9M
Total assets
169
Participants
29th
Percentile by assets

Sponsored by Makers Forward, LLC · New Hampshire · Manufacturing

What the 2023 filing shows

401(k) Plan for Makers Forward Operating Companies holds $9M for 169 participants - about $51,412 per participant, in the lower half of filed plans by assets, up 37.0% over the 2023 plan year.

$9M
total plan assets (2023 EOY)
169
covered participants
29th
percentile by assets (of 72,800 plans)
$51,412
avg assets per participant
Total Assets (2023)
$9M
Participants
169
Industry
Manufacturing

What the Filing Says About 401(k) Plan for Makers Forward Operating Companies

401(k) Plan for Makers Forward Operating Companies is a 401(k) retirement plan sponsored by Makers Forward, LLC, headquartered in New Hampshire. As of the 2023 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 169 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 843406142, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to $9M at year-end - a gain of 37.0%. Net assets (after liabilities) closed the year at $9M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$2M
Plan Type401(k)
Employer EIN843406142
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Makers Forward, LLC)

Year Plans Participants Total Assets
2022 1 144 $6M
2023 1 169 $9M
2024 1 182 $8M

Nearby 401(k) Plans in New Hampshire

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

Frequently Asked Questions

How much money is in the 401(k) Plan for Makers Forward Operating Companies?
As of the 2023 Form 5500 filing, 401(k) Plan for Makers Forward Operating Companies holds $9M in total assets with 169 participants. It is sponsored by Makers Forward, LLC.
What type of plan is 401(k) Plan for Makers Forward Operating Companies?
401(k) Plan for Makers Forward Operating Companies is a 401(k) plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 843406142.
Who sponsors the 401(k) Plan for Makers Forward Operating Companies?
401(k) Plan for Makers Forward Operating Companies is sponsored by Makers Forward, LLC, located in New Hampshire. The sponsor's EIN is 843406142 and the plan operates in the Manufacturing industry.
How did 401(k) Plan for Makers Forward Operating Companies perform in 2023?
401(k) Plan for Makers Forward Operating Companies grew by 37.0% during 2023, moving from $6M to $9M in total assets. Net income was $2M.
Where can I find official filings for 401(k) Plan for Makers Forward Operating Companies?
Official Form 5500 filings for 401(k) Plan for Makers Forward Operating Companies are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 843406142 or plan name at efast.dol.gov.
How does 401(k) Plan for Makers Forward Operating Companies compare to other plans?
You can compare 401(k) Plan for Makers Forward Operating Companies against other 401(k) plans on the plan type page, or view plans in New Hampshire on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 843406142.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.