Defined Benefit (Pension) · DOL Form 5500 · 2023

Forbes Associates Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$542,632
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Forbes Associates Inc. Defined Benefit Pension Plan · Sponsored by Forbes Associates Inc. · California · Real Estate

$1M in assets, 2 participants

Forbes Associates Inc.'s Forbes Associates Inc. Defined Benefit Pension Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,975 in Real Estate (4,727 peers)

What the 2023 filing shows

Forbes Associates Inc. Defined Benefit Pension Plan holds $1M for 2 participants - about $542,632 per participant, among the smaller plans by assets on file.

#1,975
in Real Estate (4,727 peers)
+3.8%
assets growth YoY

Forbes Associates Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Forbes Associates Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,085,264 24th percentile higher than 24% 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

Forbes Associates Inc. Defined Benefit Pension 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. Forbes Associates Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forbes Associates Inc. Defined Benefit Pension Plan reported net income fell from $172K in the plan year 2022 filing to $39K in the plan year 2023 filing.
  • Forbes Associates Inc. Defined Benefit Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953874276 · Forbes Associates Inc. PY 2023 · Defined Benefit (Pension)

Forbes Associates Inc. Defined Benefit Pension Plan · $1M · 2 · 24th

  • 5500 $1M
  • ASSETS 2
  • PCT 24th
  • EIN Defined Benefit (Pension)
  • RANK near Twin Oil Company Employees' Pension Plan and Trust
  • PHOTO ind #1975

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 California →

Forbes Associates Inc. Defined Benefit Pension Plan in the asset neighbourhood

Forbes Associates Inc. Defined Benefit Pension PlanForbes Associates Inc. Defin…$1MNewspaper and Magazine Employees Union and Philadelphia Publishers Pension PlanNewspaper and Magazine Emplo…$1MTwin Oil Company Employees' Pension Plan and TrustTwin Oil Company Employees' …$1MThe Tashjy Law Firm LLC Cash Balance PlanThe Tashjy Law Firm LLC Cash…$1MThe Vascular Institute of Birmingham, PC Cash Balance PlanThe Vascular Institute of Bi…$1M
End-of-year total assets ($M) among Forbes Associates Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$39K
Employer EIN953874276
Plan Effective Date2016-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forbes Associates Inc.)

Sponsor-wide plan assets over time

All Forbes Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.336823504437776% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M 202220232024 $1.05M $1.13M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Forbes Associates Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Forbes Associates Inc. Defined Benefit Pension Plan, Total assets ($B): 0.001085264 · Participants: 2Forbes Associates Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Forbes Associates Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Forbes Associates Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Forbes Associates Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Twin Oil Company Employees' Pension Plan and Trust in FL ($1M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Forbes Associates Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Forbes Associates Inc. Defined Benefit Pension Plan edged up modestly - up 3.8% during 2023, from $1M to $1M. Reported net income was $39K.
How have Forbes Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forbes Associates Inc.'s sponsor-wide assets grew 8.3%, from $1M to $1M.
Where does Forbes Associates Inc. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Forbes Associates Inc. Defined Benefit Pension Plan ranks in the 24th 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 Defined Benefit (Pension) plans are similar in size to Forbes Associates Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Twin Oil Company Employees' Pension Plan and Trust in FL ($1M, 11 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Forbes Associates Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 953874276.

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.