401(k) · DOL Form 5500 · 2023
Forest River, Inc. 401(k) Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 12,631
- Participants Very large workforce
- 92nd
- Percentile by assets National rank
- $8,844
- Avg per participant Low balance/head
Official DOL plan name: Forest River, Inc. 401(k) Plan · Sponsored by Forest River, Inc. · Indiana · Manufacturing
$112M in assets, 12,631 participants
Forest River, Inc.'s Forest River, Inc. 401(k) Plan reported $112M in total assets and 12,631 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,439 in Manufacturing (18,722 peers)
Coverage in Indiana
Forest River, Inc. 401(k) Plan covers 12,631 participants in Indiana, 23x the typical Indiana plan (state average ~541 per filing). Assets: $112M.
- #16,439
- in Manufacturing (18,722 peers)
- +19.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Forest River, Inc. 401(k) Plan's outsized position by total assets
Forest River, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$111,710,734 Top 8% higher than 92% 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 River, Inc. 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forest River, Inc. 401(k) Plan is a mega filing (12,631 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Forest River, Inc. 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Forest River, Inc. 401(k) Plan end-of-year assets rose from $94M in the plan year 2022 filing to $112M in the plan year 2023 filing.
- Forest River, Inc. 401(k) Plan reported participants fell from 13,979 in the plan year 2022 filing to 12,631 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 203284366 · Forest River, Inc. PY 2023 · 401(k)
Forest River, Inc. 401(k) Plan · $112M · 12,631 · 92nd
- BOY $112M
- BOY 12,631
- BOY 92nd
- BOY 401(k)
- BOY near Amdocs It Services, LLC Retirement Savings (401(k)) Plan
- BOY ind #16439
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 Manufacturing retirement plans → · Plans in Indiana →
Forest River, Inc. 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | $18M |
| Employer EIN | 203284366 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forest River, Inc.)
Sponsor-wide plan assets over time
All Forest River, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 35.49861928346888% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13,979 | $94M |
| 2023 | 1 | 12,631 | $112M |
| 2024 | 1 | 11,867 | $127M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Scale composition for Forest River, Inc. 401(k) Plan
Forest River, Inc. 401(k) Plan reports $112M in end-of-year assets across 12,631 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $8,844 per participant (6% of the national average assets-per-participant) . Net income for plan year 2023 was $18M.
This plan identity (EIN 203284366, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $94M to $127M (+35.5%) while covered participants moved from 13,979 to 11,867 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,979 | $94M | Open filing |
| 2023 | 12,631 | $112M | This page |
| 2024 · index core | 11,867 | $127M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Forest River, Inc. 401(k) Plan (401(k), $127M, 11,867 participants)
Forest River, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Amdocs It Services, LLC Retirement Savings (401(k)) Plan in MO ($112M); by covered participants it is The Pssi 401(k) Plan & Trust in WI (12,634 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
Similar participant headcount
Nearest other-state filings by covered participants (12,631 participants); asset peers above are excluded.
- The Pssi 401(k) Plan & Trust (WI) 12,634 · 3 off
- Open Pep (NJ) 12,600 · 31 off
- Uber Technologies, Inc. 401(k) Plan (CA) 12,678 · 47 off
- Emcor Group, Inc. 401(k) Savings Plan (CT) 12,575 · 56 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.