Profit Sharing · DOL Form 5500 · 2023

Forest Hill Capital, LLC Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
4
Participants
54th
Percentile by assets
$2.0M
Avg per participant
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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.

  • 54th percentile by assets (of 127,072 plans)
  • #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.

$8M
total plan assets (2023 EOY)
4
covered participants
54th
percentile by assets (of 127,072 plans)
$2.0M
avg assets per participant

Where Forest Hill Capital, LLC Profit Sharing Plan sits by total assets

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 $2,010,000,000 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

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 →

State

Profit Sharing filing for Forest Hill Capital, LLC Profit Sharing Plan

Profit Sharing filing for plan year 2023: EIN 731597141 ; effective since 2005-07-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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)

$7.8M$7.9M$8M$8.1M$8.2M$8.3M 202220232024 $7.93M $8.25M ▲ +4.0%
Total plan assets by year, all Forest Hill Capital, LLC plans on file
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

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,…Heifer International…Arcare Retirement PlanBaxter Regional Medi…Dyke Industries, Inc…Wehco Profit Sharing…
Forest Hill Capital, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Arkansas, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Forest Hill Capital, LLC Profit Sharing Plan by total assets, not by location.

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).

Next read for Forest Hill Capital, LLC Profit Sharing …

Filing takeaways

Ways to act on Forest Hill Capital, LLC Profit Sharing Plan's numbers.