401(k) · DOL Form 5500 · 2024
Forrester, Hart, Belisle & Whitaker, Pl 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $194,294
- Avg per participant Above avg balance/head
Official DOL plan name: Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust · Sponsored by Forrester, Hart, Belisle & Whitaker, Pl · Florida · Professional & Technical Services
$2M in assets, 11 participants
Forrester, Hart, Belisle & Whitaker, Pl's Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #5,242 in Professional & Technical Services (20,173 peers)
Forrester, Hart, Belisle & Whitaker, Pl multi-year trail
Forrester, Hart, Belisle & Whitaker, Pl's plans moved +40.4% in assets from 2022 to 2024; this filing shows Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust at $2M / 11 participants.
- #5,242
- in Professional & Technical Services (20,173 peers)
- +18.5%
- assets growth YoY
Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,137,235 30th percentile higher than 30% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust reported net income rose from $282K in the plan year 2023 filing to $333K in the plan year 2024 filing.
- Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust reported participants fell from 12 in the plan year 2023 filing to 11 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 200819420 · Forrester, Hart, Belisle & Whitaker, Pl PY 2024 · 401(k)
Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust · $2M · 11 · 30th
- BOOK $2M
- BOOK 11
- BOOK 30th
- BOOK 401(k)
- BOOK near Roulund Management Co. Inc. 401(k) Retirement Plan
- BOOK ind #5242
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 Florida →
Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Forrester, Hart, Belisle & Whitaker, Pl multi-year asset trail
Sponsor-wide plan assets over time
All Forrester, Hart, Belisle & Whitaker, Pl plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 40.35981225245176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $2M |
| 2023 | 1 | 12 | $2M |
| 2024 | 1 | 11 | $2M |
Forrester, Hart, Belisle & Whitaker, Pl filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $333K |
| Employer EIN | 200819420 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Forrester, Hart, Belisle & Whitaker, Pl 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Roulund Management Co. Inc. 401(k) Retirement Plan in CA ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 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.