401(k) · DOL Form 5500 · 2024

Forrester Research Inc 401(k) Plan

Data updated 2026-08-25

$358M
Total assets Above avg plan size
1,238
Participants Near avg headcount
96th
Percentile by assets National rank
$288,810
Avg per participant High balance/head
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Official DOL plan name: Forrester Research, Inc. 401(k) Plan & Trust · Sponsored by Forrester Research Inc · Massachusetts · Professional & Technical Services

$358M in assets, 1,238 participants

Forrester Research Inc's Forrester Research, Inc. 401(k) Plan & Trust reported $358M in total assets and 1,238 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,629 in Professional & Technical Services (20,173 peers)

Where Forrester Research, Inc. 401(k) Plan & Trust sits by assets

Forrester Research, Inc. 401(k) Plan & Trust sits in the top 5% of all filed plans by assets, $358M for 1,238 participants (~$288,810/participant), up 11.5% in 2024.

#19,629
in Professional & Technical Services (20,173 peers)
+11.5%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Forrester Research, Inc. 401(k) Plan & Trust's outsized position by total assets

Forrester Research, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$357,547,204 Top 4% higher than 96% 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

Forrester Research, Inc. 401(k) Plan & Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forrester Research, Inc. 401(k) Plan & Trust lands in the large band (1,238 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forrester Research, Inc. 401(k) Plan & Trust reported net income fell from $51M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Forrester Research, Inc. 401(k) Plan & Trust reported participants fell from 1,484 in the plan year 2023 filing to 1,238 in the plan year 2024 filing.
  • Forrester Research, Inc. 401(k) Plan & Trust end-of-year assets rose from $321M in the plan year 2023 filing to $358M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042797789 · Forrester Research Inc PY 2024 · 401(k)

Forrester Research, Inc. 401(k) Plan & Trust · $358M · 1,238 · 96th

  • EOY $358M
  • 5500 1,238
  • ASSETS 96th
  • PCT 401(k)
  • EIN near US Oncology, Inc. 401(k) Plan
  • RANK ind #19629

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Forrester Research, Inc. 401(k) Plan & Trust in the asset neighbourhood

Prosperity Bancshares, Inc. 401(k) Profit Sharing PlanProsperity Bancshares, Inc. …$358MForrester Research, Inc. 401(k) Plan & TrustForrester Research, Inc. 401…$358MUS Oncology, Inc. 401(k) Plan$357MTopgolf Callaway Brands Corp. 401(k) Plan.Topgolf Callaway Brands Corp…$357MZayo Group Holdings, Inc. 401(k) PlanZayo Group Holdings, Inc. 40…$357M
End-of-year total assets ($M) among Forrester Research, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$321M
Net Assets (End of Year)$358M
Net Income$37M
Employer EIN042797789
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forrester Research Inc)

Sponsor-wide plan assets over time

All Forrester Research Inc plans reported in each filing year

Latest sponsor-wide plan assets
$358M 32.69646301983972% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $269M $358M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 1,286 $269M
2023 1 1,484 $321M
2024 1 1,238 $358M

Nearby 401(k) Plans in Massachusetts

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

Forrester Research, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Forrester Research, Inc. 401(k) Plan & Trust, Total assets ($B): 0.357547204 · Participants: 1238Forrester Research, Inc. 401(k) Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Forrester Research, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Forrester Research, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Forrester Research, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is US Oncology, Inc. 401(k) Plan in TX ($357M); by covered participants it is Amplifon (USA), Inc. Incentive Savings Plan in MN (1,238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($358M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,238 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 Forrester Research, Inc. 401(k) Plan & Trust assets move in 2024? ▼
Forrester Research, Inc. 401(k) Plan & Trust grew at a solid clip - up 11.5% during 2024, from $321M to $358M. Reported net income was $37M.
How have Forrester Research Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forrester Research Inc's sponsor-wide assets grew 32.7%, from $269M to $358M.
Where does Forrester Research, Inc. 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Forrester Research, Inc. 401(k) Plan & Trust ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Forrester Research, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is US Oncology, Inc. 401(k) Plan in TX ($357M, 7,123 participants).
Which 401(k) plans cover a similar participant headcount to Forrester Research, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Amplifon (USA), Inc. Incentive Savings Plan in MN (1,238 participants, $52M 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 042797789.

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.