401(k) · DOL Form 5500 · 2024
Business Forecast Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $373,871
- Avg per participant High balance/head
Official DOL plan name: Business Forecast Systems, Inc. 401(k) Plan · Sponsored by Business Forecast Systems, Inc. · Massachusetts · Information & Media
$4M in assets, 11 participants
Business Forecast Systems, Inc.'s Business Forecast Systems, Inc. 401(k) Plan reported $4M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #638 in Information & Media (2,822 peers)
2024 asset change
Business Forecast Systems, Inc. 401(k) Plan declined sharply 18.0% in 2024 ($5M → $4M) for 11 participants.
- #638
- in Information & Media (2,822 peers)
- -18.0%
- assets change YoY
The plan reported a net loss of $904K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Business Forecast Systems, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers
Business Forecast Systems, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,112,577 39th percentile higher than 39% 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
Business Forecast Systems, Inc. 401(k) 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. Business Forecast Systems, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Business Forecast Systems, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$904K in the plan year 2024 filing.
- Business Forecast Systems, Inc. 401(k) Plan reported participants rose from 9 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Business Forecast Systems, Inc. 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042929706 · Business Forecast Systems, Inc. PY 2024 · 401(k)
Business Forecast Systems, Inc. 401(k) Plan · $4M · 11 · 39th
- EIN $4M
- EIN 11
- EIN 39th
- EIN 401(k)
- EIN near Gwr Equities, LLC
- EIN ind #638
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 Information & Media retirement plans → · Plans in Massachusetts →
Business Forecast Systems, Inc. 401(k) Plan in the asset neighbourhood
Business Forecast Systems, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Business Forecast Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 2.4965064610843317% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 1 | 9 | $5M |
| 2024 | 1 | 11 | $4M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$904K |
| Employer EIN | 042929706 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Business Forecast Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Gwr Equities, LLC in TX ($4M); 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 ($4M here).
- Gwr Equities, LLC (TX) $4M · 8
- Hipgnosis Songs Group, LLC (CA) $4M · 34
- Argentum 401(k) Plan (VA) $4M · 26
- Reach Unlimited 401(k) Retirement Plan (TX) $4M · 119
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.