ESOP · DOL Form 5500 · 2023

Forte Residential, Inc. ESOP

Data updated 2026-08-11

$18M
Total assets
232
Participants
71st
Percentile by assets
$76,884
Avg per participant
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Official DOL plan name: Forte Residential, Inc. Employee Stock Ownership Plan · Sponsored by Forte Residential, Inc. · Indiana · Healthcare & Social Assistance

$18M in assets, 232 participants

Forte Residential, Inc.'s Forte Residential, Inc. Employee Stock Ownership Plan reported $18M in total assets and 232 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • 71st percentile by assets (of 127,072 plans)
  • #13,289 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Forte Residential, Inc. Employee Stock Ownership Plan covers 232 participants in Indiana, about 43% of the average Indiana filer (state average ~541 per filing). Assets: $18M.

$18M
total plan assets (2023 EOY)
232
covered participants
71st
percentile by assets (of 127,072 plans)
$76,884
avg assets per participant

Where Forte Residential, Inc. Employee Stock Ownership Plan sits by total assets

Forte Residential, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,837,174 Top 29% higher than 71% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forte Residential, Inc. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Forte Residential, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Forte Residential, Inc. Employee Stock Ownership Plan reported participants fell from 284 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Indiana
Industry
Healthcare & Social Assistance

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Forte Residential, Inc. Employee Stock Ownership Plan reports 232 participants - about 43% of that state average ($18M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$5M
Employer EIN351858834
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forte Residential, Inc.)

$12M$14M$16M$18M$20M 202220232024 $13M $17.4M ▲ +34.0%
Total plan assets by year, all Forte Residential, Inc. plans on file
Year Plans Participants Total Assets
2022 1 284 $13M
2023 1 232 $18M
2024 1 243 $17M

Nearby ESOP Plans in Indiana

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

Forte Residential, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.522.5 Total assets ($B) Participants Forte Residential, I…, Total assets ($B): 0.017837174 · Participants: 232Forte Residential, I…Jasper Holdings, Inc…, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc…Urschel Laboratories…, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories…Nibco Inc. Employee …, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee …Superior Industrial …, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial …Ducharme, Mcmillen &…, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen &…
Forte Residential, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Forte Residential, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Forte Residential, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Forte Residential, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Forte Residential, Inc. Employee Stock Ownership Plan surged - up 37.1% during 2023, from $13M to $18M. Reported net income was $5M.
How have Forte Residential, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forte Residential, Inc.'s sponsor-wide assets grew 34.0%, from $13M to $17M.
Which ESOP plans are similar in size to Forte Residential, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Moriah Incorporated Employee Stock Ownership Plan in MI ($18M, 147 participants).

Next read for Forte Residential, Inc. Employee Stock O…

Filing takeaways

Ways to act on Forte Residential, Inc. Employee Stock Ownership Plan's numbers.

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 351858834.

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.