401(k) · DOL Form 5500 · 2024

Forbes, Hever & Wallace, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
14
Participants Small participant base
44th
Percentile by assets National rank
$399,431
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing · Sponsored by Forbes, Hever & Wallace, Inc. · Texas · Wholesale Trade

$6M in assets, 14 participants

Forbes, Hever & Wallace, Inc.'s Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing reported $6M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,050 in Wholesale Trade (6,080 peers)

Forbes, Hever & Wallace, Inc. multi-year trail

Forbes, Hever & Wallace, Inc.'s plans moved +26.6% in assets from 2022 to 2024; this filing shows Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing at $6M / 14 participants.

#2,050
in Wholesale Trade (6,080 peers)
+10.1%
assets growth YoY

Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing's mid-pack asset rank among Wholesale Trade and all filers

Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing vs every filed plan by assets

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

$5,592,037 44th percentile higher than 44% 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

Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing reported net income fell from $661K in the plan year 2023 filing to $513K in the plan year 2024 filing.
  • Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing reported participants rose from 12 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760177220 · Forbes, Hever & Wallace, Inc. PY 2024 · 401(k)

Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing · $6M · 14 · 44th

  • PCT $6M
  • EIN 14
  • RANK 44th
  • PHOTO 401(k)
  • IND near Frohnmayer Deatherage Jamieson Moore Armosino & Mcgovern PC 401(k) Profit Sharing Plan & Trust
  • EOY ind #2050

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 Wholesale Trade retirement plans → · Plans in Texas →

Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing in the asset neighbourhood

Forbes, Hever & Wallace, Inc. 401(k) Profit SharingForbes, Hever & Wallace, Inc…$6MFrohnmayer Deatherage Jamieson Moore Armosino & Mcgovern PC 401(k) Profit Sharing Plan & TrustFrohnmayer Deatherage Jamies…$6MOne to One Health 401(k) Plan$6MTrinity Accounting Group, P.C. 401(k) Profit Sharing PlanTrinity Accounting Group, P.…$6MRiverside Ford, Inc. 401(k) Profit Sharing PlanRiverside Ford, Inc. 401(k) …$6M
End-of-year total assets ($M) among Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Forbes, Hever & Wallace, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Forbes, Hever & Wallace, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 26.573861538799314% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.42M $5.59M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 12 $4M
2023 1 12 $5M
2024 1 14 $6M

Forbes, Hever & Wallace, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$513K
Employer EIN760177220
Plan Effective Date2000-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing, Total assets ($B): 0.005592037 · Participants: 14Forbes, Hever & Wallace, Inc. 401(k) Profit SharingAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing side-by-side with 3 peers →

Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Frohnmayer Deatherage Jamieson Moore Armosino & Mcgovern PC 401(k) Profit Sharing Plan & Trust in OR ($6M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing assets move in 2024? ▼
Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing grew at a solid clip - up 10.1% during 2024, from $5M to $6M. Reported net income was $513K.
How have Forbes, Hever & Wallace, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forbes, Hever & Wallace, Inc.'s sponsor-wide assets grew 26.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Frohnmayer Deatherage Jamieson Moore Armosino & Mcgovern PC 401(k) Profit Sharing Plan & Trust in OR ($6M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Forbes, Hever & Wallace, Inc. 401(k) Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M 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 760177220.

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.