401(k) · DOL Form 5500 · 2023

I&i Sales Group LLC Dba Forward Solutions 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
248
Participants Below avg headcount
81st
Percentile by assets National rank
$135,096
Avg per participant Near avg balance/head
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Official DOL plan name: Forward Solutions 401(k) Plan · Sponsored by I&i Sales Group LLC Dba Forward Solutions · Pennsylvania · Wholesale Trade

$34M in assets, 248 participants

I&i Sales Group LLC Dba Forward Solutions's Forward Solutions 401(k) Plan reported $34M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,081 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Forward Solutions 401(k) Plan covers 248 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $34M.

#5,081
in Wholesale Trade (6,309 peers)
+54.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Forward Solutions 401(k) Plan's outsized position by total assets

Forward Solutions 401(k) Plan vs every filed plan by assets

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

$33,503,801 Top 19% higher than 81% 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

Forward Solutions 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. Forward Solutions 401(k) Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forward Solutions 401(k) Plan reported net income rose from -$973K in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Forward Solutions 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Forward Solutions 401(k) Plan reported participants rose from 240 in the plan year 2022 filing to 248 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 821854323 · I&i Sales Group LLC Dba Forward Solutions PY 2023 · 401(k)

Forward Solutions 401(k) Plan · $34M · 248 · 81st

  • ASSETS $34M
  • PCT 248
  • EIN 81st
  • RANK 401(k)
  • PHOTO near Bryant Miller Olive 401(k) Plan
  • IND ind #5081

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Forward Solutions 401(k) Plan in the asset neighbourhood

East Jordan Plastics Inc. 401(k) PlanEast Jordan Plastics Inc. 40…$34MPic Group, Inc. 401(k) Wealth Accumulation PlanPic Group, Inc. 401(k) Wealt…$34MBryant Miller Olive 401(k) PlanBryant Miller Olive 401(k) P…$34MForward Solutions 401(k) Plan$34MThe Honey Baked Ham Company, LLC 401(k) Plan and TrustThe Honey Baked Ham Company,…$34M
End-of-year total assets ($M) among Forward Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$34M
Net Income$10M
Employer EIN821854323
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I&i Sales Group LLC Dba Forward Solutions)

Sponsor-wide plan assets over time

All I&i Sales Group LLC Dba Forward Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$40M 85.31490585160391% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.7M $40.1M ▲ +85.3%
Year Plans Participants Total Assets
2022 1 240 $22M
2023 1 248 $34M
2024 1 447 $40M

Nearby 401(k) Plans in Pennsylvania

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

Forward Solutions 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Forward Solutions 401(k) Plan, Total assets ($B): 0.033503801 · Participants: 248Forward Solutions 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Forward Solutions 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Forward Solutions 401(k) Plan side-by-side with 3 peers →

Forward Solutions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bryant Miller Olive 401(k) Plan in FL ($34M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Forward Solutions 401(k) Plan assets move in 2023? ▼
Forward Solutions 401(k) Plan surged - up 54.8% during 2023, from $22M to $34M. Reported net income was $10M.
How have I&i Sales Group LLC Dba Forward Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I&i Sales Group LLC Dba Forward Solutions's sponsor-wide assets grew 85.3%, from $22M to $40M.
Where does Forward Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Forward Solutions 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Forward Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bryant Miller Olive 401(k) Plan in FL ($34M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Forward Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M 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 821854323.

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.