401(k) · DOL Form 5500 · 2024
Premier Forge Group, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 125
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $15,188
- Avg per participant Low balance/head
Official DOL plan name: Portland Forge Interim Manufacturing Plan · Sponsored by Premier Forge Group, LLC · Indiana · Real Estate
$2M in assets, 125 participants
Premier Forge Group, LLC's Portland Forge Interim Manufacturing Plan reported $2M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #2,201 in Real Estate (4,605 peers)
Coverage in Indiana
Portland Forge Interim Manufacturing Plan covers 125 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $2M.
- #2,201
- in Real Estate (4,605 peers)
- -$120K
- reported net income
The plan reported a net loss of $120K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Portland Forge Interim Manufacturing Plan among the smaller filed plans by assets
Portland Forge Interim Manufacturing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,898,503 29th percentile higher than 29% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Portland Forge Interim Manufacturing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Portland Forge Interim Manufacturing Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Portland Forge Interim Manufacturing Plan reported net income fell from $931K in the plan year 2023 filing to -$120K in the plan year 2024 filing.
- Portland Forge Interim Manufacturing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Portland Forge Interim Manufacturing Plan reported participants fell from 157 in the plan year 2023 filing to 125 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 834343140 · Premier Forge Group, LLC PY 2024 · 401(k)
Portland Forge Interim Manufacturing Plan · $2M · 125 · 29th
- PHOTO $2M
- PHOTO 125
- PHOTO 29th
- PHOTO 401(k)
- PHOTO near Nkk Switches of America, Inc 401(k) Plan
- PHOTO ind #2201
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 Real Estate retirement plans → · Plans in Indiana →
Portland Forge Interim Manufacturing Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$120K |
| Employer EIN | 834343140 |
| Plan Effective Date | 2019-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Premier Forge Group, LLC)
Sponsor-wide plan assets over time
All Premier Forge Group, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 76.43674325011759% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 334 | $17M |
| 2023 | 2 | 334 | $19M |
| 2024 | 5 | 724 | $30M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Portland Forge Interim Manufacturing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Nkk Switches of America, Inc 401(k) Plan in AZ ($2M); by covered participants it is La Tavola 401(k) Profit Sharing Plan & Trust in CA (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.
- La Tavola 401(k) Profit Sharing Plan & Trust (CA) 125 · 0 off
- Chariot Transit Inc. 401(k) Plan (MI) 125 · 0 off
- Bmw Fresno 401(k) Plan (CA) 125 · 0 off
- Neolife International, LLC Retirement Plan (CA) 125 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.