Profit Sharing · DOL Form 5500 · 2023

Forth Enterprizes Inc Profit Sharing Plan

Data updated 2026-08-25

$384K
Total assets Small plan by assets
4
Participants Small participant base
16th
Percentile by assets National rank
$96,029
Avg per participant Below avg balance/head
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Official DOL plan name: Forth Enterprizes Inc. Retirement Plan · Sponsored by Forth Enterprizes Inc · North Carolina · Other Services

$384K in assets, 4 participants

Forth Enterprizes Inc's Forth Enterprizes Inc. Retirement Plan reported $384K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,686 in Other Services (7,857 peers)

Forth Enterprizes Inc multi-year trail

Forth Enterprizes Inc's plans moved -33.5% in assets from 2022 to 2024; this filing shows Forth Enterprizes Inc. Retirement Plan at $384K / 4 participants.

#2,686
in Other Services (7,857 peers)
-7.8%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forth Enterprizes Inc. Retirement Plan among the smaller filed plans by assets

Forth Enterprizes Inc. Retirement Plan vs every filed plan by assets

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

$384,115 16th percentile higher than 16% 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

Forth Enterprizes Inc. Retirement 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. Forth Enterprizes Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forth Enterprizes Inc. Retirement Plan reported net income fell from $4K in the plan year 2022 filing to -$32K in the plan year 2023 filing.
  • Forth Enterprizes Inc. Retirement Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Forth Enterprizes Inc. Retirement Plan end-of-year assets fell from $416K in the plan year 2022 filing to $384K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 453997937 · Forth Enterprizes Inc PY 2023 · Profit Sharing

Forth Enterprizes Inc. Retirement Plan · $384K · 4 · 16th

  • TYPE $384K
  • NET 4
  • BOOK 16th
  • VS-ST Profit Sharing
  • BOY near Aquata Pool Service Inc. Retirement Plan
  • SCH ind #2686

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 North Carolina →

Forth Enterprizes Inc. Retirement Plan in the asset neighbourhood

Forth Enterprizes Inc. Retirement PlanForth Enterprizes Inc. Retir…$384KAquata Pool Service Inc. Retirement PlanAquata Pool Service Inc. Ret…$384KAcademy of Creative Thinking, Inc. Retirement PlanAcademy of Creative Thinking…$384KKwinky Inc. Retirement Plan$384KCleary Corp. Retirement Plan$384K
End-of-year total assets ($M) among Forth Enterprizes Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Forth Enterprizes Inc multi-year asset trail

Sponsor-wide plan assets over time

All Forth Enterprizes Inc plans reported in each filing year

Latest sponsor-wide plan assets
$277K 33.489740295604356% vs 2022
2024 filing year
$0.25M$0.3M$0.35M$0.4M$0.45M 202220232024 $0.42M $0.28M ▼ -33.3%
Year Plans Participants Total Assets
2022 1 5 $416K
2023 1 4 $384K
2024 1 5 $277K

Forth Enterprizes Inc filing trail (2023)

Total Assets (Beginning of Year)$416K
Net Assets (End of Year)$384K
Net Income-$32K
Employer EIN453997937
Plan Effective Date2011-12-08
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Forth Enterprizes Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Forth Enterprizes Inc. Retirement Plan, Total assets ($B): 0.000384115 · Participants: 4Forth Enterprizes Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Forth Enterprizes Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Forth Enterprizes Inc. Retirement Plan side-by-side with 3 peers →

Forth Enterprizes Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Aquata Pool Service Inc. Retirement Plan in AZ ($384K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($384K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Forth Enterprizes Inc. Retirement Plan assets move in 2023? ▼
Forth Enterprizes Inc. Retirement Plan pulled back noticeably - down 7.8% during 2023, from $416K to $384K. Reported net income was -$32K.
How have Forth Enterprizes Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forth Enterprizes Inc's sponsor-wide assets declined 33.5%, from $416K to $277K.
Where does Forth Enterprizes Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Forth Enterprizes Inc. Retirement Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Forth Enterprizes Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Aquata Pool Service Inc. Retirement Plan in AZ ($384K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Forth Enterprizes Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 453997937.

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.