Profit Sharing · DOL Form 5500 · 2023

Forward Real Estate, Inc. Profit Sharing Plan

Data updated 2026-08-25

$704K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$351,921
Avg per participant High balance/head
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Official DOL plan name: Forward Real Estate, Inc. Retirement Plan · Sponsored by Forward Real Estate, Inc. · Florida · Real Estate

$704K in assets, 2 participants

Forward Real Estate, Inc.'s Forward Real Estate, Inc. Retirement Plan reported $704K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,712 in Real Estate (4,727 peers)

Forward Real Estate, Inc. multi-year trail

Forward Real Estate, Inc.'s plans moved +164.4% in assets from 2022 to 2024; this filing shows Forward Real Estate, Inc. Retirement Plan at $704K / 2 participants.

#1,712
in Real Estate (4,727 peers)
+325.8%
assets growth YoY

Forward Real Estate, Inc. Retirement Plan among the smaller filed plans by assets

Forward Real Estate, Inc. Retirement Plan vs every filed plan by assets

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

$703,842 21st percentile higher than 21% 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

Forward Real Estate, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forward Real Estate, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forward Real Estate, Inc. Retirement Plan reported net income rose from $43K in the plan year 2022 filing to $539K in the plan year 2023 filing.
  • Forward Real Estate, Inc. Retirement Plan end-of-year assets rose from $165K in the plan year 2022 filing to $704K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 842232700 · Forward Real Estate, Inc. PY 2023 · Profit Sharing

Forward Real Estate, Inc. Retirement Plan · $704K · 2 · 21st

  • EIN $704K
  • RANK 2
  • PHOTO 21st
  • IND Profit Sharing
  • EOY near Project & Technology Consulting Services Profit Sh
  • 5500 ind #1712

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 Real Estate retirement plans → · Plans in Florida →

Forward Real Estate, Inc. Retirement Plan in the asset neighbourhood

Forward Real Estate, Inc. Retirement PlanForward Real Estate, Inc. Re…$704KProject & Technology Consulting Services Profit ShProject & Technology Consult…$704KAlbert J. Gopin, a Professional Corporation Profit Sharing PlanAlbert J. Gopin, a Professio…$704KDonald a. Fanelli & Stefano DestenoDonald a. Fanelli & Stefano …$704KEminutes a Law Corporation Profit Sharing PlanEminutes a Law Corporation P…$704K
End-of-year total assets ($M) among Forward Real Estate, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Forward Real Estate, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Forward Real Estate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$437K 164.39226218560592% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.17M $0.44M ▲ +158.8%
Year Plans Participants Total Assets
2022 1 2 $165K
2023 1 2 $704K
2024 1 2 $437K

Forward Real Estate, Inc. filing trail (2023)

Total Assets (Beginning of Year)$165K
Net Assets (End of Year)$704K
Net Income$539K
Employer EIN842232700
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Forward Real Estate, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Forward Real Estate, Inc. Retirement Plan, Total assets ($B): 0.000703842 · Participants: 2Forward Real Estate, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Forward Real Estate, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Forward Real Estate, Inc. Retirement Plan side-by-side with 3 peers →

Forward Real Estate, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Project & Technology Consulting Services Profit Sh in GA ($704K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Forward Real Estate, Inc. Retirement Plan assets move in 2023? ▼
Forward Real Estate, Inc. Retirement Plan surged - up 325.8% during 2023, from $165K to $704K. Reported net income was $539K.
How have Forward Real Estate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forward Real Estate, Inc.'s sponsor-wide assets grew 164.4%, from $165K to $437K.
Where does Forward Real Estate, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Forward Real Estate, Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Forward Real Estate, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Project & Technology Consulting Services Profit Sh in GA ($704K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Forward Real Estate, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 842232700.

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.