401(k) · DOL Form 5500 · 2023

Forest Lawn Memorial - Parks & Mortuaries 401(k) Plan

Data updated 2026-08-11

$127M
Total assets
1,079
Participants
93rd
Percentile by assets
$117,753
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$127M
total plan assets (2023 EOY)
1,079
covered participants
93rd
percentile by assets (of 127,072 plans)
$117,753
avg assets per participant

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.

See the national 2022→2023 release diff →

State
Industry

Forest Lawn 401(k) Plan vs the 2023 asset distribution

By assets, Forest Lawn 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$127M
Net Income$21M
Employer EIN950743320
Plan Effective Date1965-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forest Lawn Memorial - Parks & Mortuaries)

$160M$180M$200M$220M$240M 202220232024 $183M $235M ▲ +28.2%
Total plan assets by year, all Forest Lawn Memorial - Parks & Mortuaries plans on file
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.

Forest Lawn 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Forest Lawn 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Forest Lawn 401(k) P…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Forest Lawn 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Forest Lawn 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Forest Lawn 401(k) Plan assets move in 2023?
Forest Lawn 401(k) Plan grew sharply - up 19.3% during 2023, from $106M to $127M. Reported net income was $21M.
How have Forest Lawn Memorial - Parks & Mortuaries plan assets changed over time?
Across 3 plan years on file (2022-2024), Forest Lawn Memorial - Parks & Mortuaries's sponsor-wide assets grew 28.2%, from $183M to $235M.
Where does Forest Lawn 401(k) Plan rank by assets among Form 5500 filers?
Forest Lawn 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Forest Lawn 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Okland 401(k) Profit Sharing Plan in UT ($127M, 775 participants).

Scale reading

Ways to act on Forest Lawn 401(k) Plan's numbers.

  • By total assets, Forest Lawn 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Forest Lawn Memorial - Parks & Mortuaries's sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Other Services plans