401(k)
2023 plan-year 401(k) DOL Form 5500

Employee Savings Incentive Thrift Plan of Forbes Media LLC

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Forbes Media LLC · New Jersey · Information & Media

What the 2023 filing shows

Employee Savings Incentive Thrift Plan of Forbes Media LLC holds $131M for 527 participants — about $247,721 per participant, up 25.6% over the 2023 plan year.

$131M
total plan assets (2023 EOY)
527
covered participants
$247,721
avg assets per participant
+25.6%
assets growth YoY
Total Assets (2023)
$131M
Participants
527
State
Industry
Information & Media

What the Filing Says About Employee Savings Incentive Thrift Plan of Forbes Media LLC

Employee Savings Incentive Thrift Plan of Forbes Media LLC is a 401(k) retirement plan sponsored by Forbes Media LLC, headquartered in New Jersey. As of the 2023 Form 5500 filing, the plan reports $131M in total end-of-year assets and covers 527 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 342065766, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $104M at the beginning of 2023 to $131M at year-end — a gain of 25.6%. Net assets (after liabilities) closed the year at $131M, with reported net income of $27M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$104M
Total Assets (End of Year)$131M
Net Assets (End of Year)$131M
Net Income$27M
Plan Type401(k)
Employer EIN342065766
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forbes Media LLC)

Year Plans Participants Total Assets
2022 1 482 $104M
2023 1 527 $131M
2024 1 609 $157M

Nearby 401(k) Plans in New Jersey

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Frequently Asked Questions

How much money is in the Employee Savings Incentive Thrift Plan of Forbes Media LLC?
As of the 2023 Form 5500 filing, Employee Savings Incentive Thrift Plan of Forbes Media LLC holds $131M in total assets with 527 participants. It is sponsored by Forbes Media LLC.
What type of plan is Employee Savings Incentive Thrift Plan of Forbes Media LLC?
Employee Savings Incentive Thrift Plan of Forbes Media LLC is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 342065766.
Who sponsors the Employee Savings Incentive Thrift Plan of Forbes Media LLC?
Employee Savings Incentive Thrift Plan of Forbes Media LLC is sponsored by Forbes Media LLC, located in New Jersey. The sponsor's EIN is 342065766 and the plan operates in the Information & Media industry.
How did Employee Savings Incentive Thrift Plan of Forbes Media LLC perform in 2023?
Employee Savings Incentive Thrift Plan of Forbes Media LLC grew by 25.6% during 2023, moving from $104M to $131M in total assets. Net income was $27M.
Where can I find official filings for Employee Savings Incentive Thrift Plan of Forbes Media LLC?
Official Form 5500 filings for Employee Savings Incentive Thrift Plan of Forbes Media LLC are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 342065766 or plan name at efast.dol.gov.
How does Employee Savings Incentive Thrift Plan of Forbes Media LLC compare to other plans?
You can compare Employee Savings Incentive Thrift Plan of Forbes Media LLC against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.