401(k) · DOL Form 5500 · 2023

Forterra Nw 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 49
Participants Small participant base: 42nd
Percentile by assets National rank: $91,272
Avg per participant Below avg balance/head

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Official DOL plan name: Forterra Nw 401(k) Plan · Sponsored by Forterra Nw · Washington · Real Estate

$4M in assets, 49 participants

Forterra Nw's Forterra Nw 401(k) Plan reported $4M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

#2,927 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Forterra Nw 401(k) Plan ranks #2,927 of 4,727 2023 filers by assets (581% of the sector average)-$4M for 49 participants.

#2,927
in Real Estate (4,727 peers): +7.9%
assets growth YoY

Forterra Nw 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Forterra Nw 401(k) Plan vs every filed plan by assets

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

$4,472,340 42nd percentile higher than 42% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Forterra Nw 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forterra Nw 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Forterra Nw 401(k) Plan reported net income rose from -$661K in the plan year 2022 filing to $335K in the plan year 2023 filing.
Forterra Nw 401(k) Plan reported participants fell from 68 in the plan year 2022 filing to 49 in the plan year 2023 filing.
Forterra Nw 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943112461 · Forterra Nw PY 2023 · 401(k)

Forterra Nw 401(k) Plan · $4M · 49 · 42nd

RANK $4M
PHOTO 49
IND 42nd
EOY 401(k)
5500 near Cfo Employees Savings & 401(k) Plan
ASSETS ind #2927

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 Washington →

End-of-year total assets ($M) among Forterra Nw 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$335K
Employer EIN	943112461
Plan Effective Date	2007-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Forterra Nw)

Latest sponsor-wide plan assets: $4M 7.859052055641586% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	68	$4M
2023	1	49	$4M

Nearby 401(k) Plans in Washington

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

Forterra Nw 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
Costco 401(k) Retirement Plan $33.4B · 192,744
T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
401(k) Savings Plan $8.1B · 87,590

Compare Forterra Nw 401(k) Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Cfo Employees Savings & 401(k) Plan in NY ($4M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Cfo Employees Savings & 401(k) Plan (NY) $4M · 54
Michigan Wheel Operations, LLC Employees Savings and Retirement Plan (MI) $4M · 69
Passavant Memorial Homes Union Employees 401(k) Plan (PA) $4M · 1,066
Ah Junction, Inc. 401(k) Plan (MN) $4M · 91

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

Marvin & Co. PC Savings and Thrift Plan (NY) 49 · 0 off
Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan (VA) 49 · 0 off
Ellison Bronze, Inc. 401(k) Profit Sharing Plan (NY) 49 · 0 off
Infopaginas 1081. 01(D) Plan (PR) 49 · 0 off

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 Forterra Nw 401(k) Plan assets move in 2023? ▼

Forterra Nw 401(k) Plan grew at a solid clip - up 7.9% during 2023, from $4M to $4M. Reported net income was $335K.

How have Forterra Nw plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Forterra Nw's sponsor-wide assets grew 7.9%, from $4M to $4M.

Which 401(k) plans are similar in size to Forterra Nw 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cfo Employees Savings & 401(k) Plan in NY ($4M, 54 participants).

Which 401(k) plans cover a similar participant headcount to Forterra Nw 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Marvin & Co. PC Savings and Thrift Plan in NY (49 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 943112461.