Profit Sharing · DOL Form 5500 · 2024

Race Forward Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
98
Participants Small participant base
47th
Percentile by assets National rank
$65,721
Avg per participant Below avg balance/head
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Official DOL plan name: Race Forward 403(b) Plan · Sponsored by Race Forward · New York · Other Services

$6M in assets, 98 participants

Race Forward's Race Forward 403(b) Plan reported $6M in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,226 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Race Forward 403(b) Plan ranks #5,226 of 7,719 2024 filers by assets (312% of the sector average)-$6M for 98 participants.

#5,226
in Other Services (7,719 peers)
+19.2%
assets growth YoY

Race Forward 403(b) Plan's mid-pack asset rank among Other Services and all filers

Race Forward 403(b) Plan vs every filed plan by assets

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

$6,440,650 47th percentile higher than 47% 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

Race Forward 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Race Forward 403(b) Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Race Forward 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Race Forward 403(b) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Race Forward 403(b) Plan reported participants rose from 92 in the plan year 2023 filing to 98 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942759879 · Race Forward PY 2024 · Profit Sharing

Race Forward 403(b) Plan · $6M · 98 · 47th

  • PHOTO $6M
  • IND 98
  • EOY 47th
  • 5500 Profit Sharing
  • ASSETS near Kirschner Brothers Co Restated Employee Profit Sharing Plan
  • PCT ind #5226

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 Other Services retirement plans → · Plans in New York →

Race Forward 403(b) Plan in the asset neighbourhood

Race Forward 403(b) Plan$6MKirschner Brothers Co Restated Employee Profit Sharing PlanKirschner Brothers Co Restat…$6MRobinson & Max Dermatology, P.a. Profit Sharing PlanRobinson & Max Dermatology, …$6MEye Clinic of Bellevue Profit Sharing PlanEye Clinic of Bellevue Profi…$6MCape Cod Surgeons Profit Sharing PlanCape Cod Surgeons Profit Sha…$6M
End-of-year total assets ($M) among Race Forward 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN942759879
Plan Effective Date2012-03-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Race Forward)

Sponsor-wide plan assets over time

All Race Forward plans reported in each filing year

Latest sponsor-wide plan assets
$6M 19.229698379306182% vs 2023
2024 filing year
$5M$5.5M$6M$6.5M$7M 20232024 $5.4M $6.44M ▲ +19.3%
Year Plans Participants Total Assets
2023 1 92 $5M
2024 1 98 $6M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Race Forward 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Race Forward 403(b) Plan, Total assets ($B): 0.00644065 · Participants: 98Race Forward 403(b) PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Race Forward 403(b) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

Race Forward 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Kirschner Brothers Co Restated Employee Profit Sharing Plan in PA ($6M); by covered participants it is Children's Hunger Fund 403(b) Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.

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 Race Forward 403(b) Plan assets move in 2024?
Race Forward 403(b) Plan grew sharply - up 19.2% during 2024, from $5M to $6M. Reported net income was $1M.
How have Race Forward plan assets changed over time?
Across 2 plan years on file (2023-2024), Race Forward's sponsor-wide assets grew 19.2%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Race Forward 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Kirschner Brothers Co Restated Employee Profit Sharing Plan in PA ($6M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Race Forward 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Children's Hunger Fund 403(b) Retirement Plan in CA (98 participants, $2M in assets).