401(k) · DOL Form 5500 · 2023

Churchill Forge, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
208
Participants Below avg headcount
59th
Percentile by assets National rank
$49,340
Avg per participant Low balance/head
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Official DOL plan name: Churchill Forge, Inc. 401(k) Plan · Sponsored by Churchill Forge, Inc. · Massachusetts · Real Estate

$10M in assets, 208 participants

Churchill Forge, Inc.'s Churchill Forge, Inc. 401(k) Plan reported $10M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,608 in Real Estate (4,727 peers)

Coverage in Massachusetts

Churchill Forge, Inc. 401(k) Plan covers 208 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#3,608
in Real Estate (4,727 peers)
+20.4%
assets growth YoY

Churchill Forge, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Churchill Forge, Inc. 401(k) Plan vs every filed plan by assets

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

$10,262,658 Top 41% higher than 59% 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

Churchill Forge, Inc. 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. Churchill Forge, Inc. 401(k) Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Churchill Forge, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Churchill Forge, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Churchill Forge, Inc. 401(k) Plan reported participants fell from 213 in the plan year 2022 filing to 208 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042945628 · Churchill Forge, Inc. PY 2023 · 401(k)

Churchill Forge, Inc. 401(k) Plan · $10M · 208 · 59th

  • PHOTO $10M
  • PHOTO 208
  • PHOTO 59th
  • PHOTO 401(k)
  • PHOTO near Graeter's Manufacturing Co. 401(k) Retirement Savings Plan
  • PHOTO ind #3608

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 Massachusetts →

Churchill Forge, Inc. 401(k) Plan in the asset neighbourhood

Churchill Forge, Inc. 401(k) PlanChurchill Forge, Inc. 401(k)…$10MGraeter's Manufacturing Co. 401(k) Retirement Savings PlanGraeter's Manufacturing Co. …$10MFidus Investment Advisors, LLC 401(k) PlanFidus Investment Advisors, L…$10MSnell Motor Company 401(k) PlanSnell Motor Company 401(k) P…$10MTgm Associates, L. P. 401(k) PlanTgm Associates, L. P. 401(k)…$10M
End-of-year total assets ($M) among Churchill Forge, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN042945628
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Churchill Forge, Inc.)

Sponsor-wide plan assets over time

All Churchill Forge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.714646998914944% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.53M $11.8M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 213 $9M
2023 1 208 $10M
2024 1 218 $12M

Nearby 401(k) Plans in Massachusetts

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

Churchill Forge, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Churchill Forge, Inc. 401(k) Plan, Total assets ($B): 0.010262658 · Participants: 208Churchill Forge, Inc. 401(k) PlanFidelity 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
Churchill Forge, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Churchill Forge, Inc. 401(k) Plan side-by-side with 3 peers →

Churchill Forge, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Graeter's Manufacturing Co. 401(k) Retirement Savings Plan in OH ($10M); by covered participants it is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Churchill Forge, Inc. 401(k) Plan assets move in 2023? ▼
Churchill Forge, Inc. 401(k) Plan grew sharply - up 20.4% during 2023, from $9M to $10M. Reported net income was $2M.
How have Churchill Forge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Churchill Forge, Inc.'s sponsor-wide assets grew 38.7%, from $9M to $12M.
Which 401(k) plans are similar in size to Churchill Forge, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Graeter's Manufacturing Co. 401(k) Retirement Savings Plan in OH ($10M, 364 participants).
Which 401(k) plans cover a similar participant headcount to Churchill Forge, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 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 042945628.

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.