401(k) · DOL Form 5500 · 2023
The Independent Order of Foresters 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $222,403
- Avg per participant Above avg balance/head
Official DOL plan name: The Independent Order of Foresters 401(k) Savings & Retirement Plan · Sponsored by The Independent Order of Foresters · · Finance & Insurance
$15M in assets, 68 participants
The Independent Order of Foresters's The Independent Order of Foresters 401(k) Savings & Retirement Plan reported $15M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #4,656 in Finance & Insurance (8,869 peers)
The Independent Order of Foresters multi-year trail
The Independent Order of Foresters's plans moved +42.4% in assets from 2022 to 2024; this filing shows The Independent Order of Foresters 401(k) Savings & Retirement Plan at $15M / 68 participants.
- #4,656
- in Finance & Insurance (8,869 peers)
- +23.1%
- assets growth YoY
The Independent Order of Foresters 401(k) Savings & Retirement Plan's outsized position by total assets
The Independent Order of Foresters 401(k) Savings & Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,123,410 Top 33% higher than 67% 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
The Independent Order of Foresters 401(k) Savings & Retirement 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. The Independent Order of Foresters 401(k) Savings & Retirement Plan is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Independent Order of Foresters 401(k) Savings & Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Independent Order of Foresters 401(k) Savings & Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- The Independent Order of Foresters 401(k) Savings & Retirement Plan reported participants rose from 59 in the plan year 2022 filing to 68 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 980000680 · The Independent Order of Foresters PY 2023 · 401(k)
The Independent Order of Foresters 401(k) Savings & Retirement Plan · $15M · 68 · 67th
- ASSETS $15M
- ASSETS 68
- ASSETS 67th
- ASSETS 401(k)
- ASSETS near United Way of King County 403(b) Plan
- ASSETS ind #4656
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 →
The Independent Order of Foresters 401(k) Savings & Retirement Plan in the asset neighbourhood
The Independent Order of Foresters multi-year asset trail
Sponsor-wide plan assets over time
All The Independent Order of Foresters plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 42.411329073609295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $12M |
| 2023 | 1 | 68 | $15M |
| 2024 | 1 | 71 | $18M |
The Independent Order of Foresters filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 980000680 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Magna Group of Companies Retirement Savings Plans $2.4B · 24,720
- Transcanada 401(k) and Savings Plan $996M · 3,116
- Four Seasons Hotels Retirement Benefit Plan $863M · 15,652
- Transocean U.S. Savings Plan $747M · 2,090
- Domtar US Salaried 401(k) Plan $620M · 1,608
The Independent Order of Foresters 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside this state, the nearest 401(k) by assets is United Way of King County 403(b) Plan in WA ($15M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (68 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.