401(k) · DOL Form 5500 · 2024

Forward Financing LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
199
Participants Below avg headcount
68th
Percentile by assets National rank
$91,770
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Forward Financing LLC Retirement Plan · Sponsored by Forward Financing LLC · Massachusetts · Finance & Insurance

$18M in assets, 199 participants

Forward Financing LLC's Forward Financing LLC Retirement Plan reported $18M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,518 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Forward Financing LLC Retirement Plan covers 199 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#4,518
in Finance & Insurance (8,549 peers)
+42.5%
assets growth YoY

Forward Financing LLC Retirement Plan's outsized position by total assets

Forward Financing LLC Retirement Plan vs every filed plan by assets

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

$18,262,213 Top 32% higher than 68% 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 Financing LLC Retirement 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 Financing LLC Retirement Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forward Financing LLC Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Forward Financing LLC Retirement Plan reported participants fell from 251 in the plan year 2023 filing to 199 in the plan year 2024 filing.
  • Forward Financing LLC Retirement Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 461472077 · Forward Financing LLC PY 2024 · 401(k)

Forward Financing LLC Retirement Plan · $18M · 199 · 68th

  • EBSA $18M
  • EBSA 199
  • EBSA 68th
  • EBSA 401(k)
  • EBSA near Eos of North America, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #4518

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Forward Financing LLC Retirement Plan in the asset neighbourhood

Forward Financing LLC Retirement PlanForward Financing LLC Retire…$18MEos of North America, Inc. 401(k) Profit Sharing PlanEos of North America, Inc. 4…$18MAccurate Castings, Inc. Profit Sharing Plan and TrustAccurate Castings, Inc. Prof…$18MPacific International Vegetable Marketing, Inc. 401(k) Profit Sharing PlanPacific International Vegeta…$18MSterling Management, Ltd. 401(k) PlanSterling Management, Ltd. 40…$18M
End-of-year total assets ($M) among Forward Financing LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN461472077
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forward Financing LLC)

Sponsor-wide plan assets over time

All Forward Financing LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 120.65371798144922% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.28M $18.3M ▲ +120.5%
Year Plans Participants Total Assets
2022 1 160 $8M
2023 1 251 $13M
2024 1 199 $18M

Nearby 401(k) Plans in Massachusetts

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

Forward Financing LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Forward Financing LLC Retirement Plan, Total assets ($B): 0.018262213 · Participants: 199Forward Financing LLC Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Forward Financing LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Forward Financing LLC Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Eos of North America, Inc. 401(k) Profit Sharing Plan in MI ($18M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Financing LLC Retirement Plan assets move in 2024? ▼
Forward Financing LLC Retirement Plan surged - up 42.5% during 2024, from $13M to $18M. Reported net income was $5M.
How have Forward Financing LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forward Financing LLC's sponsor-wide assets grew 120.7%, from $8M to $18M.
Which 401(k) plans are similar in size to Forward Financing LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eos of North America, Inc. 401(k) Profit Sharing Plan in MI ($18M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Forward Financing LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cascade Services, Inc. 401(k) Plan in UT (199 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 461472077.

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.