Profit Sharing · DOL Form 5500 · 2023

Forest Hill Capital, LLC Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
4
Participants Small participant base
54th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Forest Hill Capital, LLC Profit Sharing Plan · Sponsored by Forest Hill Capital, LLC · Arkansas · Finance & Insurance

$8M in assets, 4 participants

Forest Hill Capital, LLC's Forest Hill Capital, LLC Profit Sharing Plan reported $8M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,428 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Forest Hill Capital, LLC Profit Sharing Plan holds $8M for 4 participants - about $2.0M per participant, above the median plan by assets.

#3,428
in Finance & Insurance (8,869 peers)
+0.5%
assets growth YoY

Forest Hill Capital, LLC Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Forest Hill Capital, LLC Profit Sharing Plan vs every filed plan by assets

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

$7,934,183 Top 46% higher than 54% 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

Forest Hill Capital, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forest Hill Capital, LLC Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forest Hill Capital, LLC Profit Sharing Plan reported net income rose from -$396K in the plan year 2022 filing to $41K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731597141 · Forest Hill Capital, LLC PY 2023 · Profit Sharing

Forest Hill Capital, LLC Profit Sharing Plan · $8M · 4 · 54th

  • ASSETS $8M
  • PCT 4
  • EIN 54th
  • RANK Profit Sharing
  • PHOTO near American Funds Basic Profit Sharing
  • IND ind #3428

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 Arkansas →

Forest Hill Capital, LLC Profit Sharing Plan in the asset neighbourhood

Interfaith 403(b) Retirement PlanInterfaith 403(b) Retirement…$8MLocal No. 1 Suburban 401(k) Savings PlanLocal No. 1 Suburban 401(k) …$8MForest Hill Capital, LLC Profit Sharing PlanForest Hill Capital, LLC Pro…$8MAmerican Funds Basic Profit SharingAmerican Funds Basic Profit …$8MThe Restated Farm King Supply, Inc Profit Sharing Plan and TrustThe Restated Farm King Suppl…$8M
End-of-year total assets ($M) among Forest Hill Capital, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$41K
Employer EIN731597141
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forest Hill Capital, LLC)

Sponsor-wide plan assets over time

All Forest Hill Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 4.005490771087842% vs 2022
2024 filing year
$7.8M$7.9M$8M$8.1M$8.2M$8.3M 202220232024 $7.93M $8.25M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 4 $8M
2023 1 4 $8M
2024 1 3 $8M

Nearby Profit Sharing Plans in Arkansas

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

Forest Hill Capital, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 01020304050 Total assets ($M) Participants Forest Hill Capital, LLC Profit Sharing Plan, Total assets ($M): 7.934183 · Participants: 4Forest Hill Capital, LLC Profit Sharing PlanHeifer International 403(b) Plan, Total assets ($M): 46.299637 · Participants: 249Heifer International 403(b) PlanArcare Retirement Plan, Total assets ($M): 40.943843 · Participants: 1251Arcare Retirement PlanBaxter Regional Medical Center 401(a) Plan, Total assets ($M): 40.610842 · Participants: 1616Baxter Regional Medical Center 401(a) PlanDyke Industries, Inc. Profit Sharing Plan & Trust, Total assets ($M): 33.593658 · Participants: 596Dyke Industries, Inc. Profit Sharing Plan & TrustWehco Profit Sharing Plan, Total assets ($M): 19.68061 · Participants: 654Wehco Profit Sharing Plan
Forest Hill Capital, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants
Compare Forest Hill Capital, LLC Profit Sharing Plan side-by-side with 3 peers →

Forest Hill Capital, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Arkansas, the nearest Profit Sharing by assets is American Funds Basic Profit Sharing in HI ($8M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Forest Hill Capital, LLC Profit Sharing Plan assets move in 2023? ▼
Forest Hill Capital, LLC Profit Sharing Plan held essentially flat - up 0.5% during 2023, from $8M to $8M. Reported net income was $41K.
How have Forest Hill Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forest Hill Capital, LLC's sponsor-wide assets grew 4.0%, from $8M to $8M.
Which Profit Sharing plans are similar in size to Forest Hill Capital, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is American Funds Basic Profit Sharing in HI ($8M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Forest Hill Capital, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 731597141.

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.