401(k) · DOL Form 5500 · 2024

North Forty Group, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
176
Participants Small participant base
57th
Percentile by assets National rank
$60,054
Avg per participant Low balance/head
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Official DOL plan name: North Forty 401(k) Plan · Sponsored by North Forty Group, LLC · Washington · Administrative & Support Services

$11M in assets, 176 participants

North Forty Group, LLC's North Forty 401(k) Plan reported $11M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,312 in Administrative & Support Services (4,368 peers)

Coverage in Washington

North Forty 401(k) Plan covers 176 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $11M.

#3,312
in Administrative & Support Services (4,368 peers)
+14.8%
assets growth YoY

North Forty 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

North Forty 401(k) Plan vs every filed plan by assets

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

$10,569,516 Top 43% higher than 57% 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

North Forty 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. North Forty 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North Forty 401(k) Plan reported participants rose from 153 in the plan year 2023 filing to 176 in the plan year 2024 filing.
  • North Forty 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • North Forty 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200692521 · North Forty Group, LLC PY 2024 · 401(k)

North Forty 401(k) Plan · $11M · 176 · 57th

  • BOY $11M
  • BOY 176
  • BOY 57th
  • BOY 401(k)
  • BOY near Tarrytown Expocare 401(k) Plan
  • BOY ind #3312

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 Administrative & Support Services retirement plans → · Plans in Washington →

North Forty 401(k) Plan in the asset neighbourhood

North Forty 401(k) Plan$11MTarrytown Expocare 401(k) PlanTarrytown Expocare 401(k) Pl…$11MSwanson-Fahrney Ford Sales, Inc. Employee 401(k) Profit Sharing PlanSwanson-Fahrney Ford Sales, …$11MThe Morganti Group, Inc. 401(k) Profit Sharing PlanThe Morganti Group, Inc. 401…$11MThe Conrad Company 401(k) PlanThe Conrad Company 401(k) Pl…$11M
End-of-year total assets ($M) among North Forty 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN200692521
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North Forty Group, LLC)

Sponsor-wide plan assets over time

All North Forty Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 35.93446038492949% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.78M $10.6M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 134 $8M
2023 1 153 $9M
2024 1 176 $11M

Nearby 401(k) Plans in Washington

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

North Forty 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants North Forty 401(k) Plan, Total assets ($B): 0.010569516 · Participants: 176North Forty 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
North Forty 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare North Forty 401(k) Plan side-by-side with 3 peers →

North Forty 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Tarrytown Expocare 401(k) Plan in TX ($11M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 North Forty 401(k) Plan assets move in 2024? ▼
North Forty 401(k) Plan grew at a solid clip - up 14.8% during 2024, from $9M to $11M. Reported net income was $1M.
How have North Forty Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North Forty Group, LLC's sponsor-wide assets grew 35.9%, from $8M to $11M.
Which 401(k) plans are similar in size to North Forty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tarrytown Expocare 401(k) Plan in TX ($11M, 422 participants).
Which 401(k) plans cover a similar participant headcount to North Forty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 participants, N/A 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 200692521.

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.