401(k) · DOL Form 5500 · 2024
Premier Forge Group, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $29,777
- Avg per participant Low balance/head
Official DOL plan name: Premier Forge Group Retirment Plan · Sponsored by Premier Forge Group, LLC · Indiana · Real Estate
$3M in assets, 94 participants
Premier Forge Group, LLC's Premier Forge Group Retirment Plan reported $3M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,431 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, Premier Forge Group Retirment Plan ranks #2,431 of 4,605 2024 filers by assets (928% of the sector average)-$3M for 94 participants.
- #2,431
- in Real Estate (4,605 peers)
- +47.4%
- assets growth YoY
Premier Forge Group Retirment Plan among the smaller filed plans by assets
Premier Forge Group Retirment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,799,035 33rd percentile higher than 33% 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
Premier Forge Group Retirment Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Premier Forge Group Retirment Plan is a small filing (94 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Premier Forge Group Retirment Plan reported net income fell from $931K in the plan year 2023 filing to $399K in the plan year 2024 filing.
- Premier Forge Group Retirment Plan reported participants fell from 157 in the plan year 2023 filing to 94 in the plan year 2024 filing.
- Premier Forge Group Retirment Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 834343140 · Premier Forge Group, LLC PY 2024 · 401(k)
Premier Forge Group Retirment Plan · $3M · 94 · 33rd
- EIN $3M
- EIN 94
- EIN 33rd
- EIN 401(k)
- EIN near Asm Consulting 401(k) Profit Sharing Plan & Trust
- EIN ind #2431
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 →
Premier Forge Group Retirment Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $399K |
| 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
Premier Forge Group Retirment Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Asm Consulting 401(k) Profit Sharing Plan & Trust in NJ ($3M); by covered participants it is Tennis Equities, Inc. Employee Savings Plan in NY (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Asm Consulting 401(k) Profit Sharing Plan & Trust (NJ) $3M · 1
- Flex Film Inc. Rashmi 401(k) Plan (KY) $3M · 158
- Ag&m, Inc. 401(k) Plan (TX) $3M · 37
- Holcomb Corporation 401(k) Plan (CA) $3M · 49
Similar participant headcount
Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.