401(k) · DOL Form 5500 · 2023

Ellevest, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
114
Participants Small participant base
45th
Percentile by assets National rank
$45,969
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Forus 401(k) · Sponsored by Ellevest, Inc. · New York · Finance & Insurance

$5M in assets, 114 participants

Ellevest, Inc.'s Forus 401(k) reported $5M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,851 in Finance & Insurance (8,869 peers)

Coverage in New York

Forus 401(k) covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $5M.

#2,851
in Finance & Insurance (8,869 peers)
+28.9%
assets growth YoY

Forus 401(k)'s mid-pack asset rank among Finance & Insurance and all filers

Forus 401(k) vs every filed plan by assets

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

$5,240,471 45th percentile higher than 45% 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

Forus 401(k) 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. Forus 401(k) sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forus 401(k) reported net income rose from -$129K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Forus 401(k) end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Forus 401(k) reported participants rose from 101 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472458326 · Ellevest, Inc. PY 2023 · 401(k)

Forus 401(k) · $5M · 114 · 45th

  • RANK $5M
  • RANK 114
  • RANK 45th
  • RANK 401(k)
  • RANK near Bell & Company PA 401(k) Profit Sharing Plan & Trust
  • RANK ind #2851

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 New York →

Forus 401(k) in the asset neighbourhood

Forus 401(k)$5MBell & Company PA 401(k) Profit Sharing Plan & TrustBell & Company PA 401(k) Pro…$5MRecaro Automotive North America, Inc. Retirement PlanRecaro Automotive North Amer…$5MHansen Properties, Inc. 401(k) PlanHansen Properties, Inc. 401(…$5MFrontier Tank Lines 401(k) Retirement Savings PlanFrontier Tank Lines 401(k) R…$5M
End-of-year total assets ($M) among Forus 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN472458326
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellevest, Inc.)

Sponsor-wide plan assets over time

All Ellevest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 60.785249522804875% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.06M $6.54M ▲ +61.1%
Year Plans Participants Total Assets
2022 1 101 $4M
2023 1 114 $5M
2024 1 89 $7M

Nearby 401(k) Plans in New York

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

Forus 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Forus 401(k), Total assets ($B): 0.005240471 · Participants: 114Forus 401(k)IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Forus 401(k) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Forus 401(k) side-by-side with 3 peers →

Forus 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Bell & Company PA 401(k) Profit Sharing Plan & Trust in AR ($5M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Forus 401(k) assets move in 2023? ▼
Forus 401(k) grew sharply - up 28.9% during 2023, from $4M to $5M. Reported net income was $1M.
How have Ellevest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellevest, Inc.'s sponsor-wide assets grew 60.8%, from $4M to $7M.
Which 401(k) plans are similar in size to Forus 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Bell & Company PA 401(k) Profit Sharing Plan & Trust in AR ($5M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Forus 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 472458326.

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.