401(k) · DOL Form 5500 · 2023
Forest Lawn Memorial - Parks & Mortuaries 401(k) Plan
Data updated 2026-08-25
- $127M
- Total assets Near avg plan size
- 1,079
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $117,753
- Avg per participant Below avg balance/head
Official DOL plan name: Forest Lawn 401(k) Plan · Sponsored by Forest Lawn Memorial - Parks & Mortuaries · California · Other Services
$127M in assets, 1,079 participants
Forest Lawn Memorial - Parks & Mortuaries's Forest Lawn 401(k) Plan reported $127M in total assets and 1,079 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,665 in Other Services (7,857 peers)
Where Forest Lawn 401(k) Plan sits by assets
Forest Lawn 401(k) Plan sits in the top 10% of all filed plans by assets, $127M for 1,079 participants (~$117,753/participant), up 19.3% in 2023.
- #7,665
- in Other Services (7,857 peers)
- +19.3%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Forest Lawn 401(k) Plan's outsized position by total assets
Forest Lawn 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$127,055,099 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Forest Lawn 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forest Lawn 401(k) Plan lands in the large band (1,079 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Forest Lawn 401(k) Plan reported net income rose from -$31M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Forest Lawn 401(k) Plan end-of-year assets rose from $106M in the plan year 2022 filing to $127M in the plan year 2023 filing.
- Forest Lawn 401(k) Plan reported participants rose from 1,041 in the plan year 2022 filing to 1,079 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 950743320 · Forest Lawn Memorial - Parks & Mortuaries PY 2023 · 401(k)
Forest Lawn 401(k) Plan · $127M · 1,079 · 93rd
- PART $127M
- PART 1,079
- PART 93rd
- PART 401(k)
- PART near Okland 401(k) Profit Sharing Plan
- PART ind #7665
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 Other Services retirement plans → · Plans in California →
Forest Lawn 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $106M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | $21M |
| Employer EIN | 950743320 |
| Plan Effective Date | 1965-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forest Lawn Memorial - Parks & Mortuaries)
Sponsor-wide plan assets over time
All Forest Lawn Memorial - Parks & Mortuaries plans reported in each filing year
- Latest sponsor-wide plan assets
- $235M 28.16164904384276% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,942 | $183M |
| 2023 | 2 | 2,010 | $208M |
| 2024 | 2 | 2,074 | $235M |
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 $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Forest Lawn 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Okland 401(k) Profit Sharing Plan in UT ($127M); by covered participants it is Kaiser Aluminum Investments Company Savings and Investment Plan in TN (1,079 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($127M here).
- Okland 401(k) Profit Sharing Plan (UT) $127M · 775
- Patrick Industries, Inc. 401(k) Employee Savings Plan (IN) $127M · 9,544
- Schenck Process 401(k) Retirement Savings Plan (KS) $127M · 834
- Lloyds Bank Corporate Markets PLC 401(k) Plan (NY) $127M · 283
Similar participant headcount
Nearest other-state filings by covered participants (1,079 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.