401(k) · DOL Form 5500 · 2023

Forbes Media LLC 401(k) Plan

Data updated 2026-08-11

$131M
Total assets
527
Participants
93rd
Percentile by assets
$247,721
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$131M
total plan assets (2023 EOY)
527
covered participants
93rd
percentile by assets (of 127,072 plans)
$247,721
avg assets per participant

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 →

Employee Savings Incentive Thrift Plan of Forbes Media LLC vs the 2023 asset distribution

By assets, Employee Savings Incentive Thrift Plan of Forbes Media LLC outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

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)

$80M$100M$120M$140M$160M$180M 202220232024 $104M $157M ▲ +51.1%
Total plan assets by year, all Forbes Media LLC plans on file
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

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 Inc…JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck US Savings Plan
Employee Savings Incentive Thrift Plan of Forbes Media LLC vs. nearby 401(k) plans in New Jersey, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Employee Savings Incentive Thrift Plan of Forbes Media LLC by total assets, not by location.

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).

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