401(k) · DOL Form 5500 · 2024

Forrester Research Inc 401(k) Plan

Data updated 2026-07-24

$358M
Total assets: 1,238
Participants: 96th
Percentile by assets: $288,810
Avg per participant

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.

96th percentile by assets (of 116,472 plans)

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.

$358M
total plan assets (2024 EOY): 1,238
covered participants: 96th
percentile by assets (of 116,472 plans): $288,810
avg assets per participant

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 →

State

Massachusetts

Industry

Professional & Technical Services

Forrester Research, Inc. 401(k) Plan & Trust vs the 2024 asset distribution

By assets, Forrester Research, Inc. 401(k) Plan & Trust outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.6x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$321M
Net Assets (End of Year)	$358M
Net Income	$37M
Employer EIN	042797789
Plan Effective Date	1992-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Forrester Research Inc)

Total plan assets by year, all Forrester Research Inc plans on file

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

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Forrester Research, Inc. 401(k) Plan & T… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Forrester Research, Inc. 401(k) Plan & Trust by total assets, not by location.

US Oncology, Inc. 401(k) Plan (TX) $357M · 7,123
Topgolf Callaway Brands Corp. 401(k) Plan. (CA) $357M · 1,672
Zayo Group Holdings, Inc. 401(k) Plan (CO) $357M · 2,586
Prosperity Bancshares, Inc. 401(k) Profit Sharing Plan (TX) $358M · 3,623

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 116,472 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).

Next read for Forrester Research, Inc. 401(k) Plan & T…

Scale reading

Ways to act on Forrester Research, Inc. 401(k) Plan & Trust's numbers.

By total assets, Forrester Research, Inc. 401(k) Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Forrester Research Inc's sponsor-wide assets have grown 32.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.