401(k) · DOL Form 5500 · 2023
Forest Health Services, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 119
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $111,479
- Avg per participant Below avg balance/head
Official DOL plan name: Forest Health Services, LLC Retirement Savings Plan · Sponsored by Forest Health Services, LLC · Michigan · Healthcare & Social Assistance
$13M in assets, 119 participants
Forest Health Services, LLC's Forest Health Services, LLC Retirement Savings Plan reported $13M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,350 in Healthcare & Social Assistance (17,684 peers)
Coverage in Michigan
Forest Health Services, LLC Retirement Savings Plan covers 119 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $13M.
- #12,350
- in Healthcare & Social Assistance (17,684 peers)
- +13.2%
- assets growth YoY
Forest Health Services, LLC Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Forest Health Services, LLC Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,265,994 Top 35% higher than 65% 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
Forest Health Services, LLC Retirement Savings 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. Forest Health Services, LLC Retirement Savings Plan sits mid-pack in the medium band (119 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Forest Health Services, LLC Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Forest Health Services, LLC Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 383636411 · Forest Health Services, LLC PY 2023 · 401(k)
Forest Health Services, LLC Retirement Savings Plan · $13M · 119 · 65th
- PCT $13M
- EIN 119
- RANK 65th
- PHOTO 401(k)
- IND near Microhealth LLC 401(k) Profit Sharing Plan & Trust
- EOY ind #12350
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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →
Forest Health Services, LLC Retirement Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 383636411 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forest Health Services, LLC)
Sponsor-wide plan assets over time
All Forest Health Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 24.376485923628195% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 118 | $12M |
| 2023 | 1 | 119 | $13M |
| 2024 | 1 | 132 | $15M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Forest Health Services, LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Microhealth LLC 401(k) Profit Sharing Plan & Trust in VA ($13M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (119 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.