Defined Benefit (Pension) · DOL Form 5500 · 2023

Ffh-Sh Inc. Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
5
Participants Small participant base
77th
Percentile by assets National rank
$5.3M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan of Forbes Management Company Inc. · Sponsored by Ffh-Sh Inc. · New York · Information & Media

$26M in assets, 5 participants

Ffh-Sh Inc.'s Retirement Plan of Forbes Management Company Inc. reported $26M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #1,934 in Information & Media (2,818 peers)

Where Retirement Plan of Forbes Management Company Inc. sits by assets

Retirement Plan of Forbes Management Company Inc. sits in the top quartile of all filed plans by assets, $26M for 5 participants (~$5.3M/participant), up 1.8% in 2023.

#1,934
in Information & Media (2,818 peers)
+1.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Retirement Plan of Forbes Management Company Inc.'s outsized position by total assets

Retirement Plan of Forbes Management Company Inc. vs every filed plan by assets

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

$26,416,508 Top 23% higher than 77% 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

Retirement Plan of Forbes Management Company Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of Forbes Management Company Inc. is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan of Forbes Management Company Inc. reported net income rose from -$10M in the plan year 2022 filing to $479K in the plan year 2023 filing.
  • Retirement Plan of Forbes Management Company Inc. end-of-year assets rose from $26M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 135080380 · Ffh-Sh Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan of Forbes Management Company Inc. · $26M · 5 · 77th

  • EBSA $26M
  • EBSA 5
  • EBSA 77th
  • EBSA Defined Benefit (Pension)
  • EBSA near Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust
  • EBSA ind #1934

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 Information & Media retirement plans → · Plans in New York →

Retirement Plan of Forbes Management Company Inc. in the asset neighbourhood

Generations Community Federal Credit Union Retirement Pension PlanGenerations Community Federa…$26MThe People-to-People Health Foundation, Inc. Pension PlanThe People-to-People Health …$26MRetirement Plan of Forbes Management Company Inc.Retirement Plan of Forbes Ma…$26MListerhill Credit Union Cash Balance Defined Benefit Plan and TrustListerhill Credit Union Cash…$26MTrue Community Credit Union Cash Balance Defined Benefit Plan and TrustTrue Community Credit Union …$26M
End-of-year total assets ($M) among Retirement Plan of Forbes Management Company Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$26M
Net Income$479K
Employer EIN135080380
Plan Effective Date1953-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ffh-Sh Inc.)

Sponsor-wide plan assets over time

All Ffh-Sh Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 0.70256719532276% vs 2022
2024 filing year
$25.8M$26M$26.2M$26.4M$26.6M 202220232024 $26M $26.1M ▲ +0.7%
Year Plans Participants Total Assets
2022 1 5 $26M
2023 1 5 $26M
2024 1 5 $26M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan of Forbes Management Company Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Retirement Plan of Forbes Management Company Inc., Total assets ($B): 0.026416508 · Participants: 5Retirement Plan of Forbes Management Company Inc.IBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Retirement Plan of Forbes Management Company Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Retirement Plan of Forbes Management Company Inc. side-by-side with 3 peers →

Retirement Plan of Forbes Management Company Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust in AL ($26M); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Retirement Plan of Forbes Management Company Inc. assets move in 2023? ▼
Retirement Plan of Forbes Management Company Inc. edged up modestly - up 1.8% during 2023, from $26M to $26M. Reported net income was $479K.
How have Ffh-Sh Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ffh-Sh Inc.'s sponsor-wide assets grew 0.7%, from $26M to $26M.
Where does Retirement Plan of Forbes Management Company Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan of Forbes Management Company Inc. ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of Forbes Management Company Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust in AL ($26M, 234 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan of Forbes Management Company Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 135080380.

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.