401(k) · DOL Form 5500 · 2024

I&i Sales Group LLC Dba Forward Solutions 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
447
Participants Below avg headcount
81st
Percentile by assets National rank
$89,746
Avg per participant Below avg balance/head
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Official DOL plan name: Forward Solutions 401(k) Plan · Sponsored by I&i Sales Group LLC Dba Forward Solutions · Pennsylvania · Wholesale Trade

$40M in assets, 447 participants

I&i Sales Group LLC Dba Forward Solutions's Forward Solutions 401(k) Plan reported $40M in total assets and 447 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,952 in Wholesale Trade (6,080 peers)

Where Forward Solutions 401(k) Plan sits by assets

Forward Solutions 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 447 participants (~$89,746/participant), up 19.7% in 2024.

#4,952
in Wholesale Trade (6,080 peers)
+19.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Forward Solutions 401(k) Plan's outsized position by total assets

Forward Solutions 401(k) Plan vs every filed plan by assets

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

$40,116,489 Top 19% higher than 81% 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

Forward Solutions 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. Forward Solutions 401(k) Plan sits mid-pack in the medium band (447 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forward Solutions 401(k) Plan reported participants rose from 248 in the plan year 2023 filing to 447 in the plan year 2024 filing.
  • Forward Solutions 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Forward Solutions 401(k) Plan end-of-year assets rose from $34M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 821854323 · I&i Sales Group LLC Dba Forward Solutions PY 2024 · 401(k)

Forward Solutions 401(k) Plan · $40M · 447 · 81st

  • EOY $40M
  • 5500 447
  • ASSETS 81st
  • PCT 401(k)
  • EIN near Mjh Healthcare Holdings, LLC 401(k) Plan
  • RANK ind #4952

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Forward Solutions 401(k) Plan in the asset neighbourhood

Forward Solutions 401(k) Plan$40MMjh Healthcare Holdings, LLC 401(k) PlanMjh Healthcare Holdings, LLC…$40MAthletics Investment Group 401(k) PlanAthletics Investment Group 4…$40MNth Degree 401(k) Plan$40MMcc, Inc. 401(k) Profit Sharing PlanMcc, Inc. 401(k) Profit Shar…$40M
End-of-year total assets ($M) among Forward Solutions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN821854323
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I&i Sales Group LLC Dba Forward Solutions)

Sponsor-wide plan assets over time

All I&i Sales Group LLC Dba Forward Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$40M 85.31490585160391% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $21.7M $40.1M ▲ +85.3%
Year Plans Participants Total Assets
2022 1 240 $22M
2023 1 248 $34M
2024 1 447 $40M

Nearby 401(k) Plans in Pennsylvania

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

Forward Solutions 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Forward Solutions 401(k) Plan, Total assets ($B): 0.040116489 · Participants: 447Forward Solutions 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Forward Solutions 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Forward Solutions 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Mjh Healthcare Holdings, LLC 401(k) Plan in NJ ($40M); by covered participants it is Natural Delights 401(k) Plan in AZ (447 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (447 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 Forward Solutions 401(k) Plan assets move in 2024? ▼
Forward Solutions 401(k) Plan grew sharply - up 19.7% during 2024, from $34M to $40M. Reported net income was $7M.
How have I&i Sales Group LLC Dba Forward Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I&i Sales Group LLC Dba Forward Solutions's sponsor-wide assets grew 85.3%, from $22M to $40M.
Where does Forward Solutions 401(k) Plan rank by assets among Form 5500 filers? ▼
Forward Solutions 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Forward Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mjh Healthcare Holdings, LLC 401(k) Plan in NJ ($40M, 897 participants).
Which 401(k) plans cover a similar participant headcount to Forward Solutions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Natural Delights 401(k) Plan in AZ (447 participants, $5M 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 821854323.

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.