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
159
Participants Small participant base
35th
Percentile by assets National rank
$20,611
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Premier Forge Group Retirement Plan · Sponsored by Premier Forge Group, LLC · Indiana · Real Estate

$3M in assets, 159 participants

Premier Forge Group, LLC's Premier Forge Group Retirement Plan reported $3M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,534 in Real Estate (4,605 peers)

Coverage in Indiana

Premier Forge Group Retirement Plan covers 159 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $3M.

#2,534
in Real Estate (4,605 peers)
+17.1%
assets growth YoY

Premier Forge Group Retirement Plan's mid-pack asset rank among Real Estate and all filers

Premier Forge Group Retirement Plan vs every filed plan by assets

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

$3,277,175 35th percentile higher than 35% 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

Premier Forge Group Retirement 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. Premier Forge Group Retirement Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Premier Forge Group Retirement Plan reported net income fell from $931K in the plan year 2023 filing to $510K in the plan year 2024 filing.
  • Premier Forge Group Retirement Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Premier Forge Group Retirement Plan reported participants rose from 157 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 834343140 · Premier Forge Group, LLC PY 2024 · 401(k)

Premier Forge Group Retirement Plan · $3M · 159 · 35th

  • EBSA $3M
  • PART 159
  • TYPE 35th
  • NET 401(k)
  • BOOK near Everside Capital Partners, LLC Incentive Savings Plan
  • VS-ST ind #2534

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 Retirement Plan in the asset neighbourhood

Premier Forge Group Retirement PlanPremier Forge Group Retireme…$3MEverside Capital Partners, LLC Incentive Savings PlanEverside Capital Partners, L…$3MKen's Discount Building Materials, Inc 401(k) Profit Sharing PlanKen's Discount Building Mate…$3MSand Hill Hotel Management, LLC 401(k) PlanSand Hill Hotel Management, …$3MMjd Concrete Works, Inc. 401(k) PlanMjd Concrete Works, Inc. 401…$3M
End-of-year total assets ($M) among Premier Forge Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$510K
Employer EIN834343140
Plan Effective Date2019-09-01
Filing StatusFILING 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
$15M$20M$25M$30M$35M 202220232024 $17.1M $30.1M ▲ +76.4%
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.

Premier Forge Group Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Premier Forge Group Retirement Plan, Total assets ($B): 0.003277175 · Participants: 159Premier Forge Group Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Premier Forge Group Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Premier Forge Group Retirement Plan side-by-side with 3 peers →

Premier Forge Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Everside Capital Partners, LLC Incentive Savings Plan in NY ($3M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Premier Forge Group Retirement Plan assets move in 2024? ▼
Premier Forge Group Retirement Plan grew sharply - up 17.1% during 2024, from $3M to $3M. Reported net income was $510K.
How have Premier Forge Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Premier Forge Group, LLC's sponsor-wide assets grew 76.4%, from $17M to $30M.
Which 401(k) plans are similar in size to Premier Forge Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Everside Capital Partners, LLC Incentive Savings Plan in NY ($3M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Premier Forge Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants, N/A 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 834343140.

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.