401(k)
2024 plan-year 401(k) DOL Form 5500

Forest Health Services, LLC Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Forest Health Services, LLC · Michigan · Healthcare & Social Assistance

What the 2023 filing shows

Forest Health Services, LLC Retirement Savings Plan holds $15M for 132 participants — about $110,423 per participant, up 9.9% over the 2024 plan year.

$15M
total plan assets (2024 EOY)
132
covered participants
$110,423
avg assets per participant
+9.9%
assets growth YoY
Total Assets (2023)
$15M
Participants
132
State
Industry
Healthcare & Social Assistance

What the Filing Says About Forest Health Services, LLC Retirement Savings Plan

Forest Health Services, LLC Retirement Savings Plan is a 401(k) retirement plan sponsored by Forest Health Services, LLC, headquartered in Michigan. As of the 2024 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 132 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 383636411, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2024 to $15M at year-end — a gain of 9.9%. Net assets (after liabilities) closed the year at $15M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$1M
Plan Type401(k)
Employer EIN383636411
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forest Health Services, LLC)

Year Plans Participants Total Assets
2022 1 118 $12M
2023 1 119 $13M
2024 1 132 $15M

Nearby 401(k) Plans in Michigan

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

Frequently Asked Questions

How much money is in the Forest Health Services, LLC Retirement Savings Plan?
As of the 2024 Form 5500 filing, Forest Health Services, LLC Retirement Savings Plan holds $15M in total assets with 132 participants. It is sponsored by Forest Health Services, LLC.
What type of plan is Forest Health Services, LLC Retirement Savings Plan?
Forest Health Services, LLC Retirement Savings Plan is a 401(k) plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 383636411.
Who sponsors the Forest Health Services, LLC Retirement Savings Plan?
Forest Health Services, LLC Retirement Savings Plan is sponsored by Forest Health Services, LLC, located in Michigan. The sponsor's EIN is 383636411 and the plan operates in the Healthcare & Social Assistance industry.
How did Forest Health Services, LLC Retirement Savings Plan perform in 2024?
Forest Health Services, LLC Retirement Savings Plan grew by 9.9% during 2024, moving from $13M to $15M in total assets. Net income was $1M.
Where can I find official filings for Forest Health Services, LLC Retirement Savings Plan?
Official Form 5500 filings for Forest Health Services, LLC Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 383636411 or plan name at efast.dol.gov.
How does Forest Health Services, LLC Retirement Savings Plan compare to other plans?
You can compare Forest Health Services, LLC Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 383636411.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.