Profit Sharing · DOL Form 5500 · 2023

Race Forward Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
92
Participants Small participant base
46th
Percentile by assets National rank
$58,716
Avg per participant Low balance/head
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Official DOL plan name: Race Forward 403(b) Plan · Sponsored by Race Forward · New York · Other Services

$5M in assets, 92 participants

Race Forward's Race Forward 403(b) Plan reported $5M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,252 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Race Forward 403(b) Plan ranks #5,252 of 7,857 2023 filers by assets (372% of the sector average)-$5M for 92 participants.

#5,252
in Other Services (7,857 peers)
+50.5%
assets growth YoY

Race Forward 403(b) Plan's mid-pack asset rank among Other Services and all filers

Race Forward 403(b) Plan vs every filed plan by assets

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

$5,401,884 46th percentile higher than 46% 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

Race Forward 403(b) 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. Race Forward 403(b) Plan is a small filing (92 participants) on this national headcount ladder.

DOL schedule card

Filing strip 942759879 · Race Forward PY 2023 · Profit Sharing

Race Forward 403(b) Plan · $5M · 92 · 46th

  • ASSETS $5M
  • PCT 92
  • EIN 46th
  • RANK Profit Sharing
  • PHOTO near Roberto Perez Gutierrez Retirement Plan
  • IND ind #5252

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 Other Services retirement plans → · Plans in New York →

Race Forward 403(b) Plan in the asset neighbourhood

Race Forward 403(b) Plan$5MRoberto Perez Gutierrez Retirement PlanRoberto Perez Gutierrez Reti…$5MMiller Helpers Inc. Profit Sharing PlanMiller Helpers Inc. Profit S…$5MSpecialized Realty, Inc. Profit Sharing PlanSpecialized Realty, Inc. Pro…$5MIneos Pigments Supplemental Savings and Investment PlanIneos Pigments Supplemental …$5M
End-of-year total assets ($M) among Race Forward 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN942759879
Plan Effective Date2012-03-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Race Forward)

Sponsor-wide plan assets over time

All Race Forward plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.229698379306182% vs 2023
2024 filing year
$5M$5.5M$6M$6.5M$7M 20232024 $5.4M $6.44M ▲ +19.3%
Year Plans Participants Total Assets
2023 1 92 $5M
2024 1 98 $6M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Race Forward 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Race Forward 403(b) Plan, Total assets ($B): 0.005401884 · Participants: 92Race Forward 403(b) PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Race Forward 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Race Forward 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Roberto Perez Gutierrez Retirement Plan in PR ($5M); by covered participants it is Cgs Family Partnership, Inc. 403(b) ERISA Plan in NJ (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Race Forward 403(b) Plan assets move in 2023?
Race Forward 403(b) Plan surged - up 50.5% during 2023, from $4M to $5M. Reported net income was $2M.
How have Race Forward plan assets changed over time?
Across 2 plan years on file (2023-2024), Race Forward's sponsor-wide assets grew 19.2%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Race Forward 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Roberto Perez Gutierrez Retirement Plan in PR ($5M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Race Forward 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Cgs Family Partnership, Inc. 403(b) ERISA Plan in NJ (92 participants, $1M in assets).