401(k) · DOL Form 5500 · 2024

PEERFORWARD 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
35th
Percentile by assets National rank
$120,576
Avg per participant Near avg balance/head
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Official DOL plan name: Peerforward 401(k) Profit Sharing Plan & Trust · Sponsored by PEERFORWARD · District of Columbia · Other Services

$3M in assets, 26 participants

PEERFORWARD's Peerforward 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,511 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Peerforward 401(k) Profit Sharing Plan & Trust ranks #4,511 of 7,719 2024 filers by assets (640% of the sector average)-$3M for 26 participants.

#4,511
in Other Services (7,719 peers)
+15.1%
assets growth YoY

Peerforward 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Peerforward 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,134,979 35th percentile higher than 35% 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

Peerforward 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peerforward 401(k) Profit Sharing Plan & Trust is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peerforward 401(k) Profit Sharing Plan & Trust reported participants rose from 17 in the plan year 2023 filing to 26 in the plan year 2024 filing.
  • Peerforward 401(k) Profit Sharing Plan & Trust reported net income fell from $494K in the plan year 2023 filing to $412K in the plan year 2024 filing.
  • Peerforward 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 522007028 · PEERFORWARD PY 2024 · 401(k)

Peerforward 401(k) Profit Sharing Plan & Trust · $3M · 26 · 35th

  • EOY $3M
  • 5500 26
  • ASSETS 35th
  • PCT 401(k)
  • EIN near Lincoln Hills Development Corporation Profit Sharing Plan
  • RANK ind #4511

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 Other Services retirement plans → · Plans in District of Columbia →

Peerforward 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Best Upon Request Corporate, Inc. 401(k) Profit Sharing PlanBest Upon Request Corporate,…$3MPreferred Real Estate Investments, Inc. 401(k) PlanPreferred Real Estate Invest…$3MPeerforward 401(k) Profit Sharing Plan & TrustPeerforward 401(k) Profit Sh…$3MLincoln Hills Development Corporation Profit Sharing PlanLincoln Hills Development Co…$3MPrecision Tool Technologies, Inc. Profit Sharing 401(k) PlanPrecision Tool Technologies,…$3M
End-of-year total assets ($M) among Peerforward 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$412K
Employer EIN522007028
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (PEERFORWARD)

Sponsor-wide plan assets over time

All PEERFORWARD plans reported in each filing year

Latest sponsor-wide plan assets
$3M 40.67664348216289% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.23M $3.13M ▲ +40.4%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 17 $3M
2024 1 26 $3M

Nearby 401(k) Plans in District of Columbia

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

Peerforward 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Peerforward 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003134979 · Participants: 26Peerforward 401(k) Profit Sharing Plan & TrustDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Peerforward 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Peerforward 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Peerforward 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Lincoln Hills Development Corporation Profit Sharing Plan in IN ($3M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Peerforward 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Peerforward 401(k) Profit Sharing Plan & Trust grew sharply - up 15.1% during 2024, from $3M to $3M. Reported net income was $412K.
How have PEERFORWARD plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), PEERFORWARD's sponsor-wide assets grew 40.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Peerforward 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lincoln Hills Development Corporation Profit Sharing Plan in IN ($3M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Peerforward 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 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 522007028.

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.