401(k) · DOL Form 5500 · 2023

Forrester Research Inc 401(k) Plan

Data updated 2026-08-25

$321M
Total assets Above avg plan size
1,484
Participants Near avg headcount
96th
Percentile by assets National rank
$216,075
Avg per participant Above avg balance/head
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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.

  • #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.

#19,778
in Professional & Technical Services (20,321 peers)
+19.0%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Forrester Research, Inc. 401(k) Plan & Trust's outsized position by total assets

Forrester Research, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$320,654,937 Top 4% higher than 96% 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

Forrester Research, Inc. 401(k) Plan & Trust'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. Forrester Research, Inc. 401(k) Plan & Trust lands in the large band (1,484 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

Filing strip 042797789 · Forrester Research Inc PY 2023 · 401(k)

Forrester Research, Inc. 401(k) Plan & Trust · $321M · 1,484 · 96th

  • EOY $321M
  • EOY 1,484
  • EOY 96th
  • EOY 401(k)
  • EOY near Ccp 401(k) Retirement Savings Plan
  • EOY ind #19778

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Forrester Research, Inc. 401(k) Plan & Trust in the asset neighbourhood

Utica Mutual Insurance Company Employee Profit Sharing and Investment PlanUtica Mutual Insurance Compa…$321MCcp 401(k) Retirement Savings PlanCcp 401(k) Retirement Saving…$321MForrester Research, Inc. 401(k) Plan & TrustForrester Research, Inc. 401…$321MBass, Berry & Sims Retirement & Savings PlanBass, Berry & Sims Retiremen…$321MAcademy, Ltd. 401(k) Profit Sharing PlanAcademy, Ltd. 401(k) Profit …$321M
End-of-year total assets ($M) among Forrester Research, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$269M
Net Assets (End of Year)$321M
Net Income$51M
Employer EIN042797789
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forrester Research Inc)

Sponsor-wide plan assets over time

All Forrester Research Inc plans reported in each filing year

Latest sponsor-wide plan assets
$358M 32.69646301983972% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $269M $358M ▲ +32.7%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Forrester Research, Inc. 401(k) Plan & Trust, Total assets ($B): 0.320654937 · Participants: 1484Forrester Research, Inc. 401(k) Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Forrester Research, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Forrester Research, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Forrester Research, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ccp 401(k) Retirement Savings Plan in NY ($321M); by covered participants it is Ssab Enterprises, LLC Retirement Savings and Profit Sharing Plan in AL (1,484 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,484 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 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).
Which 401(k) plans cover a similar participant headcount to Forrester Research, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ssab Enterprises, LLC Retirement Savings and Profit Sharing Plan in AL (1,484 participants, $494M 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 042797789.

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.