401(k) · DOL Form 5500 · 2023

Foremost Mgmt., Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
145
Participants Small participant base
35th
Percentile by assets National rank
$19,871
Avg per participant Low balance/head
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Official DOL plan name: Foremost Mgmt., Inc & Companies 401(k) Plan · Sponsored by Foremost Mgmt., Inc. · Ohio · Real Estate

$3M in assets, 145 participants

Foremost Mgmt., Inc.'s Foremost Mgmt., Inc & Companies 401(k) Plan reported $3M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,596 in Real Estate (4,727 peers)

Coverage in Ohio

Foremost Mgmt., Inc & Companies 401(k) Plan covers 145 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#2,596
in Real Estate (4,727 peers)
-1.9%
assets change YoY

The plan reported a net loss of $55K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Foremost Mgmt., Inc & Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Foremost Mgmt., Inc & Companies 401(k) Plan vs every filed plan by assets

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

$2,881,359 35th percentile higher than 35% 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

Foremost Mgmt., Inc & Companies 401(k) Plan 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. Foremost Mgmt., Inc & Companies 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Foremost Mgmt., Inc & Companies 401(k) Plan reported net income rose from -$874K in the plan year 2022 filing to -$55K in the plan year 2023 filing.
  • Foremost Mgmt., Inc & Companies 401(k) Plan reported participants rose from 116 in the plan year 2022 filing to 145 in the plan year 2023 filing.
  • Foremost Mgmt., Inc & Companies 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311353910 · Foremost Mgmt., Inc. PY 2023 · 401(k)

Foremost Mgmt., Inc & Companies 401(k) Plan · $3M · 145 · 35th

  • EIN $3M
  • EIN 145
  • EIN 35th
  • EIN 401(k)
  • EIN near Columbia Group Companies 401(k) Retirement Savings
  • EIN ind #2596

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 Real Estate retirement plans → · Plans in Ohio →

Foremost Mgmt., Inc & Companies 401(k) Plan in the asset neighbourhood

Foremost Mgmt., Inc & Companies 401(k) PlanForemost Mgmt., Inc & Compan…$3MColumbia Group Companies 401(k) Retirement SavingsColumbia Group Companies 401…$3MIos Employment, LLC 401(k) PlanIos Employment, LLC 401(k) P…$3MOnin Group 401(k) Plan$3MMetro Anesthesia Services, LLP 401(k) and Profit Sharing PlanMetro Anesthesia Services, L…$3M
End-of-year total assets ($M) among Foremost Mgmt., Inc & Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$55K
Employer EIN311353910
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Foremost Mgmt., Inc.)

Sponsor-wide plan assets over time

All Foremost Mgmt., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 13.721377464928816% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M 202220232024 $2.94M $3.34M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 116 $3M
2023 1 145 $3M
2024 1 173 $3M

Nearby 401(k) Plans in Ohio

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

Foremost Mgmt., Inc & Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Foremost Mgmt., Inc & Companies 401(k) Plan, Total assets ($B): 0.002881359 · Participants: 145Foremost Mgmt., Inc & Companies 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Foremost Mgmt., Inc & Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Foremost Mgmt., Inc & Companies 401(k) Plan side-by-side with 3 peers →

Foremost Mgmt., Inc & Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Columbia Group Companies 401(k) Retirement Savings in CT ($3M); by covered participants it is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Foremost Mgmt., Inc & Companies 401(k) Plan assets move in 2023? ▼
Foremost Mgmt., Inc & Companies 401(k) Plan edged down modestly - down 1.9% during 2023, from $3M to $3M. Reported net income was -$55K.
How have Foremost Mgmt., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Foremost Mgmt., Inc.'s sponsor-wide assets grew 13.7%, from $3M to $3M.
Which 401(k) plans are similar in size to Foremost Mgmt., Inc & Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Columbia Group Companies 401(k) Retirement Savings in CT ($3M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Foremost Mgmt., Inc & Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabian Oil Inc Profit Sharing Plan and Trust in ME (145 participants, N/A 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 311353910.

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.