401(k) · DOL Form 5500 · 2023

Forbes Media LLC 401(k) Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
527
Participants Below avg headcount
93rd
Percentile by assets National rank
$247,721
Avg per participant Above avg balance/head
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Official DOL plan name: Employee Savings Incentive Thrift Plan of Forbes Media LLC · Sponsored by Forbes Media LLC · New Jersey · Information & Media

$131M in assets, 527 participants

Forbes Media LLC's Employee Savings Incentive Thrift Plan of Forbes Media LLC reported $131M in total assets and 527 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #2,520 in Information & Media (2,818 peers)

Where Employee Savings Incentive Thrift Plan of Forbes Media LLC sits by assets

Employee Savings Incentive Thrift Plan of Forbes Media LLC sits in the top 10% of all filed plans by assets, $131M for 527 participants (~$247,721/participant), up 25.6% in 2023.

#2,520
in Information & Media (2,818 peers)
+25.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Employee Savings Incentive Thrift Plan of Forbes Media LLC's outsized position by total assets

Employee Savings Incentive Thrift Plan of Forbes Media LLC vs every filed plan by assets

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

$130,549,105 Top 7% higher than 93% 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

Employee Savings Incentive Thrift Plan of Forbes Media LLC 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. Employee Savings Incentive Thrift Plan of Forbes Media LLC sits mid-pack in the medium band (527 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Savings Incentive Thrift Plan of Forbes Media LLC reported net income rose from -$18M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Employee Savings Incentive Thrift Plan of Forbes Media LLC end-of-year assets rose from $104M in the plan year 2022 filing to $131M in the plan year 2023 filing.
  • Employee Savings Incentive Thrift Plan of Forbes Media LLC reported participants rose from 482 in the plan year 2022 filing to 527 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 342065766 · Forbes Media LLC PY 2023 · 401(k)

Employee Savings Incentive Thrift Plan of Forbes Media LLC · $131M · 527 · 93rd

  • SCH $131M
  • EBSA 527
  • PART 93rd
  • TYPE 401(k)
  • NET near Bryn Mawr Medical Specialists Association Profit Sharing Plan
  • BOOK ind #2520

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 Jersey →

Employee Savings Incentive Thrift Plan of Forbes Media LLC in the asset neighbourhood

Ust Global Inc 401(k) Plan$131MBolton & Menk, Inc. 401(k) PlanBolton & Menk, Inc. 401(k) P…$131MSmx 401(k) Plan$131MEmployee Savings Incentive Thrift Plan of Forbes Media LLCEmployee Savings Incentive T…$131MBryn Mawr Medical Specialists Association Profit Sharing PlanBryn Mawr Medical Specialist…$131M
End-of-year total assets ($M) among Employee Savings Incentive Thrift Plan of Forbes Media LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$131M
Net Income$27M
Employer EIN342065766
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forbes Media LLC)

Sponsor-wide plan assets over time

All Forbes Media LLC plans reported in each filing year

Latest sponsor-wide plan assets
$157M 51.097977491995174% vs 2022
2024 filing year
$80M$100M$120M$140M$160M$180M 202220232024 $104M $157M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 482 $104M
2023 1 527 $131M
2024 1 609 $157M

Nearby 401(k) Plans in New Jersey

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

Employee Savings Incentive Thrift Plan of Forbes Media LLC vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Employee Savings Incentive Thrift Plan of Forbes Media LLC, Total assets ($B): 0.130549105 · Participants: 527Employee Savings Incentive Thrift Plan of Forbes Media LLCJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Employee Savings Incentive Thrift Plan of Forbes Media LLC vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Employee Savings Incentive Thrift Plan of Forbes Media LLC side-by-side with 3 peers →

Employee Savings Incentive Thrift Plan of Forbes Media LLC's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Bryn Mawr Medical Specialists Association Profit Sharing Plan in PA ($131M); by covered participants it is Scale Ai 401(k) Plan in CA (527 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($131M here).

Similar participant headcount

Nearest other-state filings by covered participants (527 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 Employee Savings Incentive Thrift Plan of Forbes Media LLC assets move in 2023? ▼
Employee Savings Incentive Thrift Plan of Forbes Media LLC grew sharply - up 25.6% during 2023, from $104M to $131M. Reported net income was $27M.
How have Forbes Media LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forbes Media LLC's sponsor-wide assets grew 51.1%, from $104M to $157M.
Where does Employee Savings Incentive Thrift Plan of Forbes Media LLC rank by assets among Form 5500 filers? ▼
Employee Savings Incentive Thrift Plan of Forbes Media LLC ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Employee Savings Incentive Thrift Plan of Forbes Media LLC? ▼
Among 401(k) plans in other states, the closest by assets is Bryn Mawr Medical Specialists Association Profit Sharing Plan in PA ($131M, 333 participants).
Which 401(k) plans cover a similar participant headcount to Employee Savings Incentive Thrift Plan of Forbes Media LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Scale Ai 401(k) Plan in CA (527 participants, $23M 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 342065766.

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.