401(k) · DOL Form 5500 · 2023

Forest Properties Co., Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
107
Participants Small participant base
52nd
Percentile by assets National rank
$68,805
Avg per participant Below avg balance/head
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Official DOL plan name: Forest Properties Co., Inc. 401(k) Plan · Sponsored by Forest Properties Co., Inc. · Massachusetts · Real Estate

$7M in assets, 107 participants

Forest Properties Co., Inc.'s Forest Properties Co., Inc. 401(k) Plan reported $7M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,336 in Real Estate (4,727 peers)

Coverage in Massachusetts

Forest Properties Co., Inc. 401(k) Plan covers 107 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $7M.

#3,336
in Real Estate (4,727 peers)
+20.2%
assets growth YoY

Forest Properties Co., Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Forest Properties Co., Inc. 401(k) Plan vs every filed plan by assets

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

$7,362,184 Top 48% higher than 52% 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

Forest Properties Co., Inc. 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. Forest Properties Co., Inc. 401(k) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forest Properties Co., Inc. 401(k) Plan reported net income rose from -$865K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Forest Properties Co., Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043024481 · Forest Properties Co., Inc. PY 2023 · 401(k)

Forest Properties Co., Inc. 401(k) Plan · $7M · 107 · 52nd

  • BOY $7M
  • SCH 107
  • EBSA 52nd
  • PART 401(k)
  • TYPE near Caruso, Inc. 401(k) Profit Sharing Plan
  • NET ind #3336

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 Real Estate retirement plans → · Plans in Massachusetts →

Forest Properties Co., Inc. 401(k) Plan in the asset neighbourhood

Forest Properties Co., Inc. 401(k) PlanForest Properties Co., Inc. …$7MCaruso, Inc. 401(k) Profit Sharing PlanCaruso, Inc. 401(k) Profit S…$7MHospital Damas, Inc. Retirement PlanHospital Damas, Inc. Retirem…$7MSoft-Lite, L. L. C. 401(k) PlanSoft-Lite, L. L. C. 401(k) P…$7MWilfred a. Miyasaki, D.M.D., Inc. 401(k) Profit Sharing PlanWilfred a. Miyasaki, D.M.D.,…$7M
End-of-year total assets ($M) among Forest Properties Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN043024481
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forest Properties Co., Inc.)

Sponsor-wide plan assets over time

All Forest Properties Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 43.20982112689437% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.13M $8.77M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 108 $6M
2023 1 107 $7M
2024 1 105 $9M

Nearby 401(k) Plans in Massachusetts

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

Forest Properties Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Forest Properties Co., Inc. 401(k) Plan, Total assets ($B): 0.007362184 · Participants: 107Forest Properties Co., Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Forest Properties Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Forest Properties Co., Inc. 401(k) Plan side-by-side with 3 peers →

Forest Properties Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Caruso, Inc. 401(k) Profit Sharing Plan in OH ($7M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Forest Properties Co., Inc. 401(k) Plan assets move in 2023? ▼
Forest Properties Co., Inc. 401(k) Plan grew sharply - up 20.2% during 2023, from $6M to $7M. Reported net income was $1M.
How have Forest Properties Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forest Properties Co., Inc.'s sponsor-wide assets grew 43.2%, from $6M to $9M.
Which 401(k) plans are similar in size to Forest Properties Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caruso, Inc. 401(k) Profit Sharing Plan in OH ($7M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Forest Properties Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants, N/A 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 043024481.

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.