401(k) · DOL Form 5500 · 2023

Forrester Research Inc 401(k) Plan

Data updated 2026-08-11

$321M
Total assets: 1,484
Participants: 96th
Percentile by assets: $216,075
Avg per participant

Official DOL plan name: Forrester Research, Inc. 401(k) Plan & Trust · Sponsored by Forrester Research Inc · Massachusetts · Professional & Technical Services

$321M in assets, 1,484 participants

Forrester Research Inc's Forrester Research, Inc. 401(k) Plan & Trust reported $321M in total assets and 1,484 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#19,778 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Forrester Research, Inc. 401(k) Plan & Trust covers 1,484 participants in Massachusetts, 2.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $321M.

$321M
total plan assets (2023 EOY): 1,484
covered participants: 96th
percentile by assets (of 127,072 plans): $216,075
avg assets per participant

Forrester Research, Inc. 401(k) Plan & Trust reported net income rose from -$53M in the plan year 2022 filing to $51M in the plan year 2023 filing.
Forrester Research, Inc. 401(k) Plan & Trust end-of-year assets rose from $269M in the plan year 2022 filing to $321M in the plan year 2023 filing.
Forrester Research, Inc. 401(k) Plan & Trust reported participants rose from 1,286 in the plan year 2022 filing to 1,484 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Professional & Technical Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Forrester Research, Inc. 401(k) Plan & Trust reports 1,484 participants - 2.3x that state average ($321M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$269M
Net Assets (End of Year)	$321M
Net Income	$51M
Employer EIN	042797789
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Forrester Research Inc)

Total plan assets by year, all Forrester Research Inc plans on file

Year	Plans	Participants	Total Assets
2022	1	1,286	$269M
2023	1	1,484	$321M
2024	1	1,238	$358M

Nearby 401(k) Plans in Massachusetts

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

Forrester Research, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Forrester Research, Inc. 401(k) Plan & T… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Forrester Research, Inc. 401(k) Plan & Trust by total assets, not by location.

Ccp 401(k) Retirement Savings Plan (NY) $321M · 1,851
Bass, Berry & Sims Retirement & Savings Plan (TN) $321M · 545
Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan (NY) $321M · 1,329
Academy, Ltd. 401(k) Profit Sharing Plan (TX) $321M · 21,938

Frequently Asked Questions

How did Forrester Research, Inc. 401(k) Plan & Trust assets move in 2023? ▼

Forrester Research, Inc. 401(k) Plan & Trust grew sharply - up 19.0% during 2023, from $269M to $321M. Reported net income was $51M.

How have Forrester Research Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Forrester Research Inc's sponsor-wide assets grew 32.7%, from $269M to $358M.

Where does Forrester Research, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼

Forrester Research, Inc. 401(k) Plan & Trust ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Forrester Research, Inc. 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Ccp 401(k) Retirement Savings Plan in NY ($321M, 1,851 participants).

Next read for Forrester Research, Inc. 401(k) Plan & T…

Filing takeaways

Ways to act on Forrester Research, Inc. 401(k) Plan & Trust's numbers.

By total assets, Forrester Research, Inc. 401(k) Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Forrester Research Inc's sponsor-wide assets have grown 32.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 042797789.