401(k) · DOL Form 5500 · 2023
Forrest Solutions Inc 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 3,452
- Participants Above avg headcount
- 47th
- Percentile by assets National rank
- $1,688
- Avg per participant Low balance/head
Official DOL plan name: Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Forrest Solutions Inc · New York · Healthcare & Social Assistance
$6M in assets, 3,452 participants
Forrest Solutions Inc's Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 3,452 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,189 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust covers 3,452 participants in New York, 4.3x the typical New York plan (state average ~798 per filing). Assets: $6M.
- #9,189
- in Healthcare & Social Assistance (17,684 peers)
- +48.8%
- assets growth YoY
Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,827,086 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust lands in the large band (3,452 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $428K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 1,312 in the plan year 2022 filing to 3,452 in the plan year 2023 filing.
- Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 261281755 · Forrest Solutions Inc PY 2023 · 401(k)
Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust · $6M · 3,452 · 47th
- ASSETS $6M
- PCT 3,452
- EIN 47th
- RANK 401(k)
- PHOTO near Three Sons, Inc. 401(k) Plan
- IND ind #9189
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 New York →
Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $2M |
| Employer EIN | 261281755 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forrest Solutions Inc)
Sponsor-wide plan assets over time
All Forrest Solutions Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 120.73117204410073% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,312 | $4M |
| 2023 | 1 | 3,452 | $6M |
| 2024 | 1 | 4,490 | $9M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Forrest Solutions Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Three Sons, Inc. 401(k) Plan in CA ($6M); by covered participants it is Bar-S Foods Co. 401(k) and Profit Sharing Plan in AZ (3,453 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Three Sons, Inc. 401(k) Plan (CA) $6M · 146
- Contract Fabricators, Inc. Retirement Plan (MS) $6M · 123
- Cooper Auto Group 401(k) Plan (OK) $6M · 558
- Ktu&a Retirement Savings Plan (CA) $6M · 29
Similar participant headcount
Nearest other-state filings by covered participants (3,452 participants); asset peers above are excluded.
- Bar-S Foods Co. 401(k) and Profit Sharing Plan (AZ) 3,453 · 1 off
- Akumin 401(k) Plan (FL) 3,454 · 2 off
- Artech LLC 401(k) Savings Plan (NJ) 3,454 · 2 off
- Northern Arizona Healthcare Corporation 401(k) Plan (AZ) 3,449 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.