401(k) · DOL Form 5500 · 2023

Nexera Holding LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
171
Participants Small participant base
42nd
Percentile by assets National rank
$26,436
Avg per participant Low balance/head
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Official DOL plan name: Forus 401(k) · Sponsored by Nexera Holding LLC · California · Finance & Insurance

$5M in assets, 171 participants

Nexera Holding LLC's Forus 401(k) reported $5M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,643 in Finance & Insurance (8,869 peers)

Coverage in California

Forus 401(k) covers 171 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $5M.

#2,643
in Finance & Insurance (8,869 peers)
+47.7%
assets growth YoY

Forus 401(k)'s mid-pack asset rank among Finance & Insurance and all filers

Forus 401(k) vs every filed plan by assets

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

$4,520,623 42nd percentile higher than 42% 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

Forus 401(k) 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. Forus 401(k) sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forus 401(k) reported net income rose from $860K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Forus 401(k) end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Forus 401(k) reported participants rose from 131 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 465671661 · Nexera Holding LLC PY 2023 · 401(k)

Forus 401(k) · $5M · 171 · 42nd

  • EOY $5M
  • EOY 171
  • EOY 42nd
  • EOY 401(k)
  • EOY near Stouffer & Associates, LLP 401(k) Plan
  • EOY ind #2643

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 Finance & Insurance retirement plans → · Plans in California →

Forus 401(k) in the asset neighbourhood

Forus 401(k)$5MStouffer & Associates, LLP 401(k) PlanStouffer & Associates, LLP 4…$5MKids and Company of Linn County 403(b) PlanKids and Company of Linn Cou…$5MHonorbuilt, LLC 401 K Profit Sharing Plan and TrustHonorbuilt, LLC 401 K Profit…$5MDelta Management Assoc. 401(k) P/S PlanDelta Management Assoc. 401(…$5M
End-of-year total assets ($M) among Forus 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN465671661
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nexera Holding LLC)

Sponsor-wide plan assets over time

All Nexera Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 100.7774726729255% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $3.06M $6.14M ▲ +100.7%
Year Plans Participants Total Assets
2022 1 131 $3M
2023 1 171 $5M
2024 1 181 $6M

Nearby 401(k) Plans in California

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

Forus 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Forus 401(k), Total assets ($B): 0.004520623 · Participants: 171Forus 401(k)Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Forus 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Forus 401(k) side-by-side with 3 peers →

Forus 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stouffer & Associates, LLP 401(k) Plan in TX ($5M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Forus 401(k) assets move in 2023? ▼
Forus 401(k) surged - up 47.7% during 2023, from $3M to $5M. Reported net income was $1M.
How have Nexera Holding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nexera Holding LLC's sponsor-wide assets grew 100.8%, from $3M to $6M.
Which 401(k) plans are similar in size to Forus 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Stouffer & Associates, LLP 401(k) Plan in TX ($5M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Forus 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 465671661.

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.