401(k) · DOL Form 5500 · 2023
Forge and Foundry Distilling Company 401(k) Plan
Data updated 2026-08-25
- $62K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $20,612
- Avg per participant Low balance/head
Official DOL plan name: Forge and Foundry Distilling Company 401(k) Plan · Sponsored by Forge and Foundry Distilling Company · Minnesota · Manufacturing
$62K in assets, 3 participants
Forge and Foundry Distilling Company's Forge and Foundry Distilling Company 401(k) Plan reported $62K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.
- #338 in Manufacturing (18,722 peers)
2023 asset change
Forge and Foundry Distilling Company 401(k) Plan surged 248.9% in 2023 ($18K → $62K) for 3 participants.
- #338
- in Manufacturing (18,722 peers)
- +248.9%
- assets growth YoY
Forge and Foundry Distilling Company 401(k) Plan among the smaller filed plans by assets
Forge and Foundry Distilling Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$61,837 4th percentile higher than 4% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Forge and Foundry Distilling Company 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forge and Foundry Distilling Company 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Forge and Foundry Distilling Company 401(k) Plan end-of-year assets rose from $18K in the plan year 2022 filing to $62K in the plan year 2023 filing.
- Forge and Foundry Distilling Company 401(k) Plan reported net income rose from -$31K in the plan year 2022 filing to $44K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 813587976 · Forge and Foundry Distilling Company PY 2023 · 401(k)
Forge and Foundry Distilling Company 401(k) Plan · $62K · 3 · 4th
- PART $62K
- PART 3
- PART 4th
- PART 401(k)
- PART near Hughes & Mcgehee, Inc. 401(k) Profit Sharing Plan
- PART ind #338
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 Manufacturing retirement plans → · Plans in Minnesota →
Forge and Foundry Distilling Company 401(k) Plan in the asset neighbourhood
Forge and Foundry Distilling Company years around the 2023 move
Sponsor-wide plan assets over time
All Forge and Foundry Distilling Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $18K |
| 2023 | 1 | 3 | $62K |
| 2024 | 1 | 3 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $18K |
|---|---|
| Net Assets (End of Year) | $62K |
| Net Income | $44K |
| Employer EIN | 813587976 |
| Plan Effective Date | 2016-08-13 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Forge and Foundry Distilling Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Hughes & Mcgehee, Inc. 401(k) Profit Sharing Plan in ID ($62K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.