401(k) · DOL Form 5500 · 2023

American Forest Management, Inc. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
268
Participants Below avg headcount
84th
Percentile by assets National rank
$166,450
Avg per participant Above avg balance/head
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Official DOL plan name: American Forest Management, Inc. 401(k) Plan · Sponsored by American Forest Management, Inc. · North Carolina · Agriculture, Forestry & Fishing

$45M in assets, 268 participants

American Forest Management, Inc.'s American Forest Management, Inc. 401(k) Plan reported $45M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #1,164 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in North Carolina

American Forest Management, Inc. 401(k) Plan covers 268 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $45M.

#1,164
in Agriculture, Forestry & Fishing (1,288 peers)
+15.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

American Forest Management, Inc. 401(k) Plan's outsized position by total assets

American Forest Management, Inc. 401(k) Plan vs every filed plan by assets

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

$44,608,506 Top 16% higher than 84% 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

American Forest Management, Inc. 401(k) 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. American Forest Management, Inc. 401(k) Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Forest Management, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • American Forest Management, Inc. 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • American Forest Management, Inc. 401(k) Plan reported participants fell from 272 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 570682169 · American Forest Management, Inc. PY 2023 · 401(k)

American Forest Management, Inc. 401(k) Plan · $45M · 268 · 84th

  • EIN $45M
  • RANK 268
  • PHOTO 84th
  • IND 401(k)
  • EOY near Uva Community Health Retirement 401(a) Plan
  • 5500 ind #1164

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 Agriculture, Forestry & Fishing retirement plans → · Plans in North Carolina →

American Forest Management, Inc. 401(k) Plan in the asset neighbourhood

American Forest Management, Inc. 401(k) PlanAmerican Forest Management, …$45MUva Community Health Retirement 401(a) PlanUva Community Health Retirem…$45MThe Dupps Company 401(k) Plan$45MLodge Manufacturing Company Deferred Profit Sharing PlanLodge Manufacturing Company …$45MCuningham Group Architecture, Inc. Retirement Savings PlanCuningham Group Architecture…$45M
End-of-year total assets ($M) among American Forest Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$45M
Net Income$6M
Employer EIN570682169
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Forest Management, Inc.)

Sponsor-wide plan assets over time

All American Forest Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$49M 27.358390714340768% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.7M $49.3M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 272 $39M
2023 1 268 $45M
2024 1 279 $49M

Nearby 401(k) Plans in North Carolina

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

American Forest Management, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants American Forest Management, Inc. 401(k) Plan, Total assets ($B): 0.044608506 · Participants: 268American Forest Management, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
American Forest Management, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare American Forest Management, Inc. 401(k) Plan side-by-side with 3 peers →

American Forest Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Uva Community Health Retirement 401(a) Plan in VA ($45M); by covered participants it is Patientpop Inc. Retirement Trust in CA (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 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 American Forest Management, Inc. 401(k) Plan assets move in 2023? ▼
American Forest Management, Inc. 401(k) Plan grew sharply - up 15.2% during 2023, from $39M to $45M. Reported net income was $6M.
How have American Forest Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Forest Management, Inc.'s sponsor-wide assets grew 27.4%, from $39M to $49M.
Where does American Forest Management, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
American Forest Management, Inc. 401(k) Plan ranks in the 84th 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 401(k) plans are similar in size to American Forest Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uva Community Health Retirement 401(a) Plan in VA ($45M, 1,153 participants).
Which 401(k) plans cover a similar participant headcount to American Forest Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Patientpop Inc. Retirement Trust in CA (268 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 570682169.

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.