401(k) · DOL Form 5500 · 2024

Exceptional Foresters Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
138
Participants Small participant base
26th
Percentile by assets National rank
$10,290
Avg per participant Low balance/head
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Official DOL plan name: Exceptional Foresters Inc. 401(k) Plan · Sponsored by Exceptional Foresters Inc. · Washington · Healthcare & Social Assistance

$1M in assets, 138 participants

Exceptional Foresters Inc.'s Exceptional Foresters Inc. 401(k) Plan reported $1M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,842 in Healthcare & Social Assistance (16,916 peers)

Coverage in Washington

Exceptional Foresters Inc. 401(k) Plan covers 138 participants in Washington, about 9% of the average Washington filer (state average ~1,476 per filing). Assets: $1M.

#3,842
in Healthcare & Social Assistance (16,916 peers)
+19.1%
assets growth YoY

Exceptional Foresters Inc. 401(k) Plan among the smaller filed plans by assets

Exceptional Foresters Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,419,981 26th percentile higher than 26% of 123,620 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 2024

Exceptional Foresters Inc. 401(k) 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. Exceptional Foresters Inc. 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Exceptional Foresters Inc. 401(k) Plan reported net income fell from $401K in the plan year 2023 filing to $227K in the plan year 2024 filing.
  • Exceptional Foresters Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Exceptional Foresters Inc. 401(k) Plan reported participants fell from 154 in the plan year 2023 filing to 138 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 910773423 · Exceptional Foresters Inc. PY 2024 · 401(k)

Exceptional Foresters Inc. 401(k) Plan · $1M · 138 · 26th

  • IND $1M
  • EOY 138
  • 5500 26th
  • ASSETS 401(k)
  • PCT near Jrm Dsd Inc. 401(k) Plan
  • EIN ind #3842

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 Healthcare & Social Assistance retirement plans → · Plans in Washington →

Exceptional Foresters Inc. 401(k) Plan in the asset neighbourhood

Exceptional Foresters Inc. 401(k) PlanExceptional Foresters Inc. 4…$1MJrm Dsd Inc. 401(k) Plan$1MAsap, Inc. 401(k) Profit Sharing PlanAsap, Inc. 401(k) Profit Sha…$1MTrinity Capital Investments, Inc. 401(k) PlanTrinity Capital Investments,…$1MD.a. Waltz & Associates 401(k) Profit Sharing PlanD.a. Waltz & Associates 401(…$1M
End-of-year total assets ($M) among Exceptional Foresters Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$227K
Employer EIN910773423
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Exceptional Foresters Inc.)

Sponsor-wide plan assets over time

All Exceptional Foresters Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 79.40084370060883% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.79M $1.42M ▲ +79.7%
Year Plans Participants Total Assets
2022 1 132 $792K
2023 1 154 $1M
2024 1 138 $1M

Nearby 401(k) Plans in Washington

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

Exceptional Foresters Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Exceptional Foresters Inc. 401(k) Plan, Total assets ($B): 0.001419981 · Participants: 138Exceptional Foresters Inc. 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Exceptional Foresters Inc. 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Exceptional Foresters Inc. 401(k) Plan side-by-side with 3 peers →

Exceptional Foresters Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Jrm Dsd Inc. 401(k) Plan in FL ($1M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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.

Frequently Asked Questions

How did Exceptional Foresters Inc. 401(k) Plan assets move in 2024? ▼
Exceptional Foresters Inc. 401(k) Plan grew sharply - up 19.1% during 2024, from $1M to $1M. Reported net income was $227K.
How have Exceptional Foresters Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Exceptional Foresters Inc.'s sponsor-wide assets grew 79.4%, from $792K to $1M.
Which 401(k) plans are similar in size to Exceptional Foresters Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jrm Dsd Inc. 401(k) Plan in FL ($1M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Exceptional Foresters Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910773423.

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.