401(k) · DOL Form 5500 · 2023
Premier Forge Group, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 157
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $25,265
- Avg per participant Low balance/head
Official DOL plan name: Premier Forge Group Retirement Plan · Sponsored by Premier Forge Group, LLC · Indiana · Real Estate
$4M in assets, 157 participants
Premier Forge Group, LLC's Premier Forge Group Retirement Plan reported $4M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #2,836 in Real Estate (4,727 peers)
Coverage in Indiana
Premier Forge Group Retirement Plan covers 157 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $4M.
- #2,836
- in Real Estate (4,727 peers)
- +26.5%
- 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 2023 · DOL Form 5500
$3,966,566 40th percentile higher than 40% 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
Premier Forge Group Retirement Plan 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. Premier Forge Group Retirement Plan sits mid-pack in the medium band (157 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Premier Forge Group Retirement Plan reported net income rose from -$137K in the plan year 2022 filing to $931K in the plan year 2023 filing.
- Premier Forge Group Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Premier Forge Group Retirement Plan reported participants rose from 154 in the plan year 2022 filing to 157 in the plan year 2023 filing.
DOL schedule card
Filing strip 834343140 · Premier Forge Group, LLC PY 2023 · 401(k)
Premier Forge Group Retirement Plan · $4M · 157 · 40th
- ASSETS $4M
- PCT 157
- EIN 40th
- RANK 401(k)
- PHOTO near Ast Spacemobile Services, LLC 401(k) Plan
- IND ind #2836
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
Indiana filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $931K |
| Employer EIN | 834343140 |
| Plan Effective Date | 2019-09-01 |
| Filing Status | FILING 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
| 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.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
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 Ast Spacemobile Services, LLC 401(k) Plan in TX ($4M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Ast Spacemobile Services, LLC 401(k) Plan (TX) $4M · 158
- Next Move Healthcare 401(k) Plan (MO) $4M · 312
- Anyscale 401(k) Plan (CA) $4M · 97
- Ccia Salary Reduction & Savings Plan (DC) $4M · 11
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
- Atticus Bakery, LLC 401(k) Profit Sharing Plan (CT) 157 · 0 off
- Powerhouse Animation 401(k) Plan (TX) 157 · 0 off
- Cis Group, LLC 401(k) Plan (TX) 157 · 0 off
- Jenkins & Wynne, Inc. 401(k) Retirement Plan (TN) 157 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.