ESOP · DOL Form 5500 · 2023

Forte Residential, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
232
Participants Below avg headcount
71st
Percentile by assets National rank
$76,884
Avg per participant Below avg balance/head
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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.

  • #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.

#13,289
in Healthcare & Social Assistance (17,684 peers)
+37.1%
assets growth YoY

Forte Residential, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Forte Residential, Inc. Employee Stock Ownership 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. Forte Residential, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (232 participants).

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 →

Published 5500 schedule card

Filing strip 351858834 · Forte Residential, Inc. PY 2023 · ESOP

Forte Residential, Inc. Employee Stock Ownership Plan · $18M · 232 · 71st

  • ASSETS $18M
  • PCT 232
  • EIN 71st
  • RANK ESOP
  • PHOTO near Moriah Incorporated Employee Stock Ownership Plan
  • IND ind #13289

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 What is an ESOP? → · Plans in Indiana →

Forte Residential, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Community State Bank Employee Stock Ownership Plan and TrustCommunity State Bank Employe…$18MThe Production Management Group, Ltd. ESOPThe Production Management Gr…$18MMoriah Incorporated Employee Stock Ownership PlanMoriah Incorporated Employee…$18MForte Residential, Inc. Employee Stock Ownership PlanForte Residential, Inc. Empl…$18MR.L. Deppmann Company's Employee Stock Ownership PlanR.L. Deppmann Company's Empl…$18M
End-of-year total assets ($M) among Forte Residential, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Forte Residential, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 34.00301296247375% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13M $17.4M ▲ +34.0%
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 ($B) Participants Forte Residential, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.017837174 · Participants: 232Forte Residential, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Forte Residential, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Forte Residential, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Forte Residential, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Moriah Incorporated Employee Stock Ownership Plan in MI ($18M); by covered participants it is Miller Holdings, Inc. Employee Stock Ownership Plan and Trust in ND (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 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 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).
Which ESOP plans cover a similar participant headcount to Forte Residential, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller Holdings, Inc. Employee Stock Ownership Plan and Trust in ND (232 participants, $33M 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 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.