401(k) · DOL Form 5500 · 2023

Forward Slope, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
178
Participants Small participant base
64th
Percentile by assets National rank
$70,625
Avg per participant Below avg balance/head
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Official DOL plan name: Fsi 401(k) Profit Sharing Plan · Sponsored by Forward Slope, Inc. · California · Professional & Technical Services

$13M in assets, 178 participants

Forward Slope, Inc.'s Fsi 401(k) Profit Sharing Plan reported $13M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,731 in Professional & Technical Services (20,321 peers)

Coverage in California

Fsi 401(k) Profit Sharing Plan covers 178 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $13M.

#12,731
in Professional & Technical Services (20,321 peers)
+29.6%
assets growth YoY

Fsi 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Fsi 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,571,303 Top 36% higher than 64% 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

Fsi 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fsi 401(k) Profit Sharing Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fsi 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fsi 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Fsi 401(k) Profit Sharing Plan reported participants rose from 172 in the plan year 2022 filing to 178 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330759000 · Forward Slope, Inc. PY 2023 · 401(k)

Fsi 401(k) Profit Sharing Plan · $13M · 178 · 64th

  • PCT $13M
  • EIN 178
  • RANK 64th
  • PHOTO 401(k)
  • IND near Gps Insight 401(k) Plan
  • EOY ind #12731

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 Professional & Technical Services retirement plans → · Plans in California →

Fsi 401(k) Profit Sharing Plan in the asset neighbourhood

Fsi 401(k) Profit Sharing PlanFsi 401(k) Profit Sharing Pl…$13MGps Insight 401(k) Plan$13MMacdonald & Owen Veneer & Lumber Co., Inc. Profit Sharing PlanMacdonald & Owen Veneer & Lu…$13MWatts Architecture & Engineering, D.P.C. Retirement Savings PlanWatts Architecture & Enginee…$13MSabre Yachts 401(k) Plan$13M
End-of-year total assets ($M) among Fsi 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN330759000
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forward Slope, Inc.)

Sponsor-wide plan assets over time

All Forward Slope, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 61.27251904203877% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.7M $15.7M ▲ +61.3%
Year Plans Participants Total Assets
2022 1 172 $10M
2023 1 178 $13M
2024 1 168 $16M

Nearby 401(k) Plans in California

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

Fsi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Fsi 401(k) Profit Sharing Plan, Total assets ($B): 0.012571303 · Participants: 178Fsi 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Fsi 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fsi 401(k) Profit Sharing Plan side-by-side with 3 peers →

Fsi 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gps Insight 401(k) Plan in AZ ($13M); by covered participants it is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Fsi 401(k) Profit Sharing Plan assets move in 2023? ▼
Fsi 401(k) Profit Sharing Plan grew sharply - up 29.6% during 2023, from $10M to $13M. Reported net income was $3M.
How have Forward Slope, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forward Slope, Inc.'s sponsor-wide assets grew 61.3%, from $10M to $16M.
Which 401(k) plans are similar in size to Fsi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gps Insight 401(k) Plan in AZ ($13M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Fsi 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chantecaille Beaute Inc 401 K Profit Sharing Plan Trust in NY (178 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 330759000.

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.