401(k) · DOL Form 5500 · 2023

Premier Forge Group, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
177
Participants Small participant base
67th
Percentile by assets National rank
$84,109
Avg per participant Below avg balance/head
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Official DOL plan name: Premier Forge Group Non-Union 401(k) Plan · Sponsored by Premier Forge Group, LLC · Indiana · Other Services

$15M in assets, 177 participants

Premier Forge Group, LLC's Premier Forge Group Non-Union 401(k) Plan reported $15M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,409 in Other Services (7,857 peers)

Coverage in Indiana

Premier Forge Group Non-Union 401(k) Plan covers 177 participants in Indiana, about 33% of the average Indiana filer (state average ~541 per filing). Assets: $15M.

#6,409
in Other Services (7,857 peers)
+6.9%
assets growth YoY

Premier Forge Group Non-Union 401(k) Plan's outsized position by total assets

Premier Forge Group Non-Union 401(k) Plan vs every filed plan by assets

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

$14,887,306 Top 33% higher than 67% 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

Premier Forge Group Non-Union 401(k) 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 Non-Union 401(k) Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Premier Forge Group Non-Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $858K in the plan year 2023 filing.
  • Premier Forge Group Non-Union 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Premier Forge Group Non-Union 401(k) Plan reported participants fell from 180 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 834343140 · Premier Forge Group, LLC PY 2023 · 401(k)

Premier Forge Group Non-Union 401(k) Plan · $15M · 177 · 67th

  • NET $15M
  • BOOK 177
  • VS-ST 67th
  • BOY 401(k)
  • SCH near Matrixx Software 401(k) Plan
  • EBSA ind #6409

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 Other Services retirement plans → · Plans in Indiana →

Premier Forge Group Non-Union 401(k) Plan in the asset neighbourhood

Premier Forge Group Non-Union 401(k) PlanPremier Forge Group Non-Unio…$15MMatrixx Software 401(k) Plan$15MMidway Motors Supercenter, Inc. 401(k) Retirement PlanMidway Motors Supercenter, I…$15MNcgcare, Inc. 401(k) Profit Sharing PlanNcgcare, Inc. 401(k) Profit …$15MAltura Centers for Health 401(k) PlanAltura Centers for Health 40…$15M
End-of-year total assets ($M) among Premier Forge Group Non-Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$858K
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 Non-Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Premier Forge Group Non-Union 401(k) Plan, Total assets ($B): 0.014887306 · Participants: 177Premier Forge Group Non-Union 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Premier Forge Group Non-Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Premier Forge Group Non-Union 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Matrixx Software 401(k) Plan in CA ($15M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Premier Forge Group Non-Union 401(k) Plan assets move in 2023? ▼
Premier Forge Group Non-Union 401(k) Plan grew at a solid clip - up 6.9% during 2023, from $14M to $15M. Reported net income was $858K.
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 Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Matrixx Software 401(k) Plan in CA ($15M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Premier Forge Group Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 participants, N/A 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 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.