ESOP · DOL Form 5500 · 2024

Forge Group, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
31st
Percentile by assets National rank
$126,373
Avg per participant Near avg balance/head
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Official DOL plan name: Forge Group, Inc. ESOP · Sponsored by Forge Group, Inc. · Massachusetts · Finance & Insurance

$2M in assets, 19 participants

Forge Group, Inc.'s Forge Group, Inc. ESOP reported $2M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,723 in Finance & Insurance (8,549 peers)

Forge Group, Inc. multi-year trail

Forge Group, Inc.'s plans moved +15.9% in assets from 2022 to 2024; this filing shows Forge Group, Inc. ESOP at $2M / 19 participants.

#1,723
in Finance & Insurance (8,549 peers)
+9.7%
assets growth YoY

Forge Group, Inc. ESOP among the smaller filed plans by assets

Forge Group, Inc. ESOP vs every filed plan by assets

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

$2,401,084 31st percentile higher than 31% 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

Forge Group, Inc. ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forge Group, Inc. ESOP is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forge Group, Inc. ESOP reported net income rose from $303K in the plan year 2023 filing to $405K in the plan year 2024 filing.
  • Forge Group, Inc. ESOP end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Forge Group, Inc. ESOP reported participants fell from 20 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 880825163 · Forge Group, Inc. PY 2024 · ESOP

Forge Group, Inc. ESOP · $2M · 19 · 31st

  • SCH $2M
  • SCH 19
  • SCH 31st
  • SCH ESOP
  • SCH near Combined Express, Inc. Employee Stock Ownership Plan
  • SCH ind #1723

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 What is an ESOP? → · Plans in Massachusetts →

Forge Group, Inc. ESOP in the asset neighbourhood

Nge Employee Stock Ownership PlanNge Employee Stock Ownership…$2MForge Group, Inc. ESOP$2MCombined Express, Inc. Employee Stock Ownership PlanCombined Express, Inc. Emplo…$2MVoorwood Company Employee Stock Ownership PlanVoorwood Company Employee St…$2MTillotson Enterprises, Inc. Employee Stock Ownership PlanTillotson Enterprises, Inc. …$2M
End-of-year total assets ($M) among Forge Group, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Forge Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Forge Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.864706027118439% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.07M $2.4M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 20 $2M
2024 1 19 $2M

Forge Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$941K
Net Income$405K
Employer EIN880825163
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

Forge Group, Inc. ESOP vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Forge Group, Inc. ESOP, Total assets ($M): 2.401084 · Participants: 19Forge Group, Inc. ESOPConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 729.34706 · Participants: 1684Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 367.792322 · Participants: 139The Gillette Company Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 253.372727 · Participants: 445First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanDavid Clark Employee Stock Ownership Plan, Total assets ($M): 182.6375 · Participants: 236David Clark Employee Stock Ownership PlanNew England Biolabs, Inc. Non-Voting Stock Ownership Plan, Total assets ($M): 162.974294 · Participants: 424New England Biolabs, Inc. Non-Voting Stock Ownership Plan
Forge Group, Inc. ESOP vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Forge Group, Inc. ESOP side-by-side with 3 peers →

Forge Group, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Combined Express, Inc. Employee Stock Ownership Plan in PA ($2M); by covered participants it is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Forge Group, Inc. ESOP assets move in 2024? ▼
Forge Group, Inc. ESOP grew at a solid clip - up 9.7% during 2024, from $2M to $2M. Reported net income was $405K.
How have Forge Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forge Group, Inc.'s sponsor-wide assets grew 15.9%, from $2M to $2M.
Which ESOP plans are similar in size to Forge Group, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Combined Express, Inc. Employee Stock Ownership Plan in PA ($2M, 11 participants).
Which ESOP plans cover a similar participant headcount to Forge Group, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Equinox Information Systems, Inc. Employee Stock Ownership Plan in TN (19 participants, $2M 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 880825163.

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.