401(k) · DOL Form 5500 · 2023

Forester Capital, L.L.C. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
40th
Percentile by assets National rank
$237,829
Avg per participant Above avg balance/head
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Official DOL plan name: Forester Capital, L.L.C. 401(k) Plan · Sponsored by Forester Capital, L.L.C. · Connecticut · Finance & Insurance

$4M in assets, 17 participants

Forester Capital, L.L.C.'s Forester Capital, L.L.C. 401(k) Plan reported $4M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,524 in Finance & Insurance (8,869 peers)

Forester Capital, L.L.C. multi-year trail

Forester Capital, L.L.C.'s plans moved +19.0% in assets from 2022 to 2024; this filing shows Forester Capital, L.L.C. 401(k) Plan at $4M / 17 participants.

#2,524
in Finance & Insurance (8,869 peers)
+19.9%
assets growth YoY

Forester Capital, L.L.C. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Forester Capital, L.L.C. 401(k) Plan vs every filed plan by assets

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

$4,043,087 40th percentile higher than 40% 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

Forester Capital, L.L.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forester Capital, L.L.C. 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forester Capital, L.L.C. 401(k) Plan reported net income rose from -$938K in the plan year 2022 filing to $672K in the plan year 2023 filing.
  • Forester Capital, L.L.C. 401(k) Plan reported participants rose from 13 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Forester Capital, L.L.C. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134079777 · Forester Capital, L.L.C. PY 2023 · 401(k)

Forester Capital, L.L.C. 401(k) Plan · $4M · 17 · 40th

  • SCH $4M
  • SCH 17
  • SCH 40th
  • SCH 401(k)
  • SCH near Lakota Corp. 401(k) Plan
  • SCH ind #2524

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Forester Capital, L.L.C. 401(k) Plan in the asset neighbourhood

Forester Capital, L.L.C. 401(k) PlanForester Capital, L.L.C. 401…$4MLakota Corp. 401(k) Plan$4MBeekman 1802, Inc. 401(k) PlanBeekman 1802, Inc. 401(k) Pl…$4MWalnut Creek - Danville Oral Surgery Profit Sharing 401(k) PlanWalnut Creek - Danville Oral…$4MCo-Opportunity 401(k) Profit Sharing PlanCo-Opportunity 401(k) Profit…$4M
End-of-year total assets ($M) among Forester Capital, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Forester Capital, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Forester Capital, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 19.01050866269859% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.37M $4.01M ▲ +19.0%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 17 $4M
2024 1 7 $4M

Forester Capital, L.L.C. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$672K
Employer EIN134079777
Plan Effective Date2011-05-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Forester Capital, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Forester Capital, L.L.C. 401(k) Plan, Total assets ($B): 0.004043087 · Participants: 17Forester Capital, L.L.C. 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Forester Capital, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Forester Capital, L.L.C. 401(k) Plan side-by-side with 3 peers →

Forester Capital, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Lakota Corp. 401(k) Plan in IN ($4M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Forester Capital, L.L.C. 401(k) Plan assets move in 2023? ▼
Forester Capital, L.L.C. 401(k) Plan grew sharply - up 19.9% during 2023, from $3M to $4M. Reported net income was $672K.
How have Forester Capital, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forester Capital, L.L.C.'s sponsor-wide assets grew 19.0%, from $3M to $4M.
Which 401(k) plans are similar in size to Forester Capital, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lakota Corp. 401(k) Plan in IN ($4M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Forester Capital, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 134079777.

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.