401(k) · DOL Form 5500 · 2023

Policygenius, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
408
Participants Below avg headcount
73rd
Percentile by assets National rank
$50,848
Avg per participant Low balance/head
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Official DOL plan name: Forus 401(k) · Sponsored by Policygenius, Inc. · New York · Finance & Insurance

$21M in assets, 408 participants

Policygenius, Inc.'s Forus 401(k) reported $21M in total assets and 408 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,326 in Finance & Insurance (8,869 peers)

2023 asset change

Forus 401(k) surged 33.7% in 2023 ($16M → $21M) for 408 participants.

#5,326
in Finance & Insurance (8,869 peers)
+33.7%
assets growth YoY

Forus 401(k)'s outsized position by total assets

Forus 401(k) vs every filed plan by assets

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

$20,746,028 Top 27% higher than 73% 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

Forus 401(k) among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forus 401(k) sits mid-pack in the medium band (408 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forus 401(k) reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Forus 401(k) reported participants fell from 666 in the plan year 2022 filing to 408 in the plan year 2023 filing.
  • Forus 401(k) end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 461553649 · Policygenius, Inc. PY 2023 · 401(k)

Forus 401(k) · $21M · 408 · 73rd

  • EOY $21M
  • 5500 408
  • ASSETS 73rd
  • PCT 401(k)
  • EIN near Hotspur Resorts Nevada Ltd 401(k) Salary Deferral Plan
  • RANK ind #5326

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 Finance & Insurance retirement plans → · Plans in New York →

Forus 401(k) in the asset neighbourhood

Forus 401(k)$21MHotspur Resorts Nevada Ltd 401(k) Salary Deferral PlanHotspur Resorts Nevada Ltd 4…$21MNovak Francella LLC 401(k) Profit Sharing PlanNovak Francella LLC 401(k) P…$21MPi 401(k) Profit Sharing Plan$21MOrion Ics, LLC Profit Sharing PlanOrion Ics, LLC Profit Sharin…$21M
End-of-year total assets ($M) among Forus 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Policygenius, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Policygenius, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $15.5M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 666 $16M
2023 1 408 $21M
2024 1 677 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN461553649
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Forus 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Forus 401(k), Total assets ($B): 0.020746028 · Participants: 408Forus 401(k)IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Forus 401(k) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Forus 401(k) side-by-side with 3 peers →

Forus 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hotspur Resorts Nevada Ltd 401(k) Salary Deferral Plan in NV ($21M); by covered participants it is Orano USA 401(k) Retirement Plan in VA (408 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Forus 401(k) assets move in 2023? ▼
Forus 401(k) surged - up 33.7% during 2023, from $16M to $21M. Reported net income was $5M.
Which 401(k) plans are similar in size to Forus 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Hotspur Resorts Nevada Ltd 401(k) Salary Deferral Plan in NV ($21M, 1,108 participants).
Which 401(k) plans cover a similar participant headcount to Forus 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Orano USA 401(k) Retirement Plan in VA (408 participants, $162M 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 461553649.

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.