401(k) · DOL Form 5500 · 2023

Forge Resources Group 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
188
Participants Below avg headcount
63rd
Percentile by assets National rank
$66,003
Avg per participant Below avg balance/head
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Official DOL plan name: Forge Resource Group 401(k) Plan · Sponsored by Forge Resources Group · Illinois · Manufacturing

$12M in assets, 188 participants

Forge Resources Group's Forge Resource Group 401(k) Plan reported $12M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,472 in Manufacturing (18,722 peers)

Coverage in Illinois

Forge Resource Group 401(k) Plan covers 188 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $12M.

#9,472
in Manufacturing (18,722 peers)
+28.7%
assets growth YoY

Forge Resource Group 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Forge Resource Group 401(k) Plan vs every filed plan by assets

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

$12,408,564 Top 37% higher than 63% 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

Forge Resource Group 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. Forge Resource Group 401(k) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forge Resource Group 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Forge Resource Group 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Forge Resource Group 401(k) Plan reported participants rose from 165 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810923829 · Forge Resources Group PY 2023 · 401(k)

Forge Resource Group 401(k) Plan · $12M · 188 · 63rd

  • IND $12M
  • IND 188
  • IND 63rd
  • IND 401(k)
  • IND near Kkw Trucking, Inc. 401(k) Profit Sharing and Retirement Trust
  • IND ind #9472

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 Manufacturing retirement plans → · Plans in Illinois →

Forge Resource Group 401(k) Plan in the asset neighbourhood

Forge Resource Group 401(k) PlanForge Resource Group 401(k) …$12MKkw Trucking, Inc. 401(k) Profit Sharing and Retirement TrustKkw Trucking, Inc. 401(k) Pr…$12MWest Front Primary Care, PLLC 401(k) Profit Sharing PlanWest Front Primary Care, PLL…$12MImperial, LLC Retirement Savings PlanImperial, LLC Retirement Sav…$12MMarquis Software Solutions, Inc 401(k) PlanMarquis Software Solutions, …$12M
End-of-year total assets ($M) among Forge Resource Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN810923829
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forge Resources Group)

Sponsor-wide plan assets over time

All Forge Resources Group plans reported in each filing year

Latest sponsor-wide plan assets
$15M 54.48711896852981% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.64M $14.9M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 165 $10M
2023 1 188 $12M
2024 1 195 $15M

Nearby 401(k) Plans in Illinois

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

Forge Resource Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Forge Resource Group 401(k) Plan, Total assets ($B): 0.012408564 · Participants: 188Forge Resource Group 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Forge Resource Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Forge Resource Group 401(k) Plan side-by-side with 3 peers →

Forge Resource Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kkw Trucking, Inc. 401(k) Profit Sharing and Retirement Trust in CA ($12M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Forge Resource Group 401(k) Plan assets move in 2023? ▼
Forge Resource Group 401(k) Plan grew sharply - up 28.7% during 2023, from $10M to $12M. Reported net income was $3M.
How have Forge Resources Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forge Resources Group's sponsor-wide assets grew 54.5%, from $10M to $15M.
Which 401(k) plans are similar in size to Forge Resource Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kkw Trucking, Inc. 401(k) Profit Sharing and Retirement Trust in CA ($12M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Forge Resource Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 810923829.

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.