ESOP · DOL Form 5500 · 2023

Forge Group, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
31st
Percentile by assets National rank
$109,399
Avg per participant Below avg balance/head
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Official DOL plan name: Forge Group, Inc. ESOP · Sponsored by Forge Group, Inc. · Massachusetts · Finance & Insurance

$2M in assets, 20 participants

Forge Group, Inc.'s Forge Group, Inc. ESOP reported $2M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,917 in Finance & Insurance (8,869 peers)

Forge Group, Inc. multi-year trail

Forge Group, Inc.'s plans moved +15.9% in assets from 2022 to 2024; this filing shows Forge Group, Inc. ESOP at $2M / 20 participants.

#1,917
in Finance & Insurance (8,869 peers)
+5.6%
assets growth YoY

Forge Group, Inc. ESOP among the smaller filed plans by assets

Forge Group, Inc. ESOP vs every filed plan by assets

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

$2,187,986 31st percentile higher than 31% 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

Forge Group, Inc. ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forge Group, Inc. ESOP is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forge Group, Inc. ESOP reported participants rose from 5 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • Forge Group, Inc. ESOP reported net income rose from $234K in the plan year 2022 filing to $303K in the plan year 2023 filing.
  • Forge Group, Inc. ESOP end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 880825163 · Forge Group, Inc. PY 2023 · ESOP

Forge Group, Inc. ESOP · $2M · 20 · 31st

  • PHOTO $2M
  • PHOTO 20
  • PHOTO 31st
  • PHOTO ESOP
  • PHOTO near Midan Marketing Inc. Employee Stock Ownership Plan
  • PHOTO ind #1917

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 What is an ESOP? → · Plans in Massachusetts →

Forge Group, Inc. ESOP in the asset neighbourhood

Knit Employee Stock Ownership PlanKnit Employee Stock Ownershi…$2MForge Group, Inc. ESOP$2MMidan Marketing Inc. Employee Stock Ownership PlanMidan Marketing Inc. Employe…$2MLee-Moore Capital Company ESOP PlanLee-Moore Capital Company ES…$2MPhi Employee Stock Ownership PlanPhi Employee Stock Ownership…$2M
End-of-year total assets ($M) among Forge Group, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Forge Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$2M 15.864706027118439% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.07M $2.4M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 20 $2M
2024 1 19 $2M

Forge Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$537K
Net Income$303K
Employer EIN880825163
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

Peer ESOP plans, same state, same plan type, ranked by total assets.

Forge Group, Inc. ESOP vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Forge Group, Inc. ESOP, Total assets ($M): 2.187986 · Participants: 20Forge Group, Inc. ESOPConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Forge Group, Inc. ESOP vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Forge Group, Inc. ESOP side-by-side with 3 peers →

Forge Group, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Midan Marketing Inc. Employee Stock Ownership Plan in NC ($2M); by covered participants it is Shawver Well Company Employee Stock Ownership Plan in IA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Forge Group, Inc. ESOP assets move in 2023? ▼
Forge Group, Inc. ESOP grew at a solid clip - up 5.6% during 2023, from $2M to $2M. Reported net income was $303K.
How have Forge Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forge Group, Inc.'s sponsor-wide assets grew 15.9%, from $2M to $2M.
Which ESOP plans are similar in size to Forge Group, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Midan Marketing Inc. Employee Stock Ownership Plan in NC ($2M, 115 participants).
Which ESOP plans cover a similar participant headcount to Forge Group, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Shawver Well Company Employee Stock Ownership Plan in IA (20 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 880825163.

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.