401(k) · DOL Form 5500 · 2023

Forge Global, Inc 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 303
Participants Below avg headcount: 68th
Percentile by assets National rank: $52,080
Avg per participant Low balance/head

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Official DOL plan name: Forge Global 401(k) Plan · Sponsored by Forge Global, Inc · California · Information & Media

$16M in assets, 303 participants

Forge Global, Inc's Forge Global 401(k) Plan reported $16M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

#1,620 in Information & Media (2,818 peers)

Coverage in California

Forge Global 401(k) Plan covers 303 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $16M.

#1,620
in Information & Media (2,818 peers): +124.2%
assets growth YoY

Forge Global 401(k) Plan's outsized position by total assets

Forge Global 401(k) Plan vs every filed plan by assets

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

$15,780,319 Top 32% higher than 68% 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

Forge Global 401(k) Plan 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. Forge Global 401(k) Plan sits mid-pack in the medium band (303 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Forge Global 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Forge Global 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Forge Global 401(k) Plan reported participants rose from 234 in the plan year 2022 filing to 303 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 464770272 · Forge Global, Inc PY 2023 · 401(k)

Forge Global 401(k) Plan · $16M · 303 · 68th

BOY $16M
BOY 303
BOY 68th
BOY 401(k)
BOY near Ussi Global 401(k) Plan
BOY ind #1620

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 California →

End-of-year total assets ($M) among Forge Global 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$16M
Net Income	$6M
Employer EIN	464770272
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Forge Global, Inc)

Latest sponsor-wide plan assets: $19M 170.84957551491837% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	234	$7M
2023	1	303	$16M
2024	1	322	$19M

Nearby 401(k) Plans in California

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

Forge Global 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Forge Global 401(k) Plan side-by-side with 3 peers →

Forge Global 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ussi Global 401(k) Plan in FL ($16M); by covered participants it is Emergency Hospital Systems 401(k) Plan in TX (303 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Ussi Global 401(k) Plan (FL) $16M · 191
Mesch, Clark & Rothschild, P.C. 401(k) Profit Sharing Plan (AZ) $16M · 37
Le Claire Manufacturing Co. 401(k) Employee Benefit Plan (IA) $16M · 208
Capital Cities Leasing 401(k) Plan (NY) $16M · 204

Similar participant headcount

Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.

Emergency Hospital Systems 401(k) Plan (TX) 303 · 0 off
Wm. a. Straub, Inc. 401(k) Plan (MO) 303 · 0 off
Neighborhood Health Employees Savings Plan (VA) 303 · 0 off
Revinate LLC 401(k) Retirement Plan (OR) 303 · 0 off

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 Forge Global 401(k) Plan assets move in 2023? ▼

Forge Global 401(k) Plan surged - up 124.2% during 2023, from $7M to $16M. Reported net income was $6M.

How have Forge Global, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Forge Global, Inc's sponsor-wide assets grew 170.8%, from $7M to $19M.

Which 401(k) plans are similar in size to Forge Global 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ussi Global 401(k) Plan in FL ($16M, 191 participants).

Which 401(k) plans cover a similar participant headcount to Forge Global 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Emergency Hospital Systems 401(k) Plan in TX (303 participants, $2M 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 464770272.