401(k) · DOL Form 5500 · 2024

Bambee, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 67
Participants Small participant base: 33rd
Percentile by assets National rank: $41,192
Avg per participant Low balance/head

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Official DOL plan name: Forus 401(k) · Sponsored by Bambee, Inc. · California · Professional & Technical Services

$3M in assets, 67 participants

Bambee, Inc.'s Forus 401(k) reported $3M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

#5,938 in Professional & Technical Services (20,173 peers)

Bambee, Inc. multi-year trail

Bambee, Inc.'s plans moved +39.5% in assets from 2022 to 2024; this filing shows Forus 401(k) at $3M / 67 participants.

#5,938
in Professional & Technical Services (20,173 peers): -5.4%
assets change YoY

The plan reported a net loss of $157K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forus 401(k) among the smaller filed plans by assets

Forus 401(k) vs every filed plan by assets

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

$2,759,833 33rd percentile higher than 33% 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

Forus 401(k) among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forus 401(k) is a small filing (67 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Forus 401(k) reported net income fell from $939K in the plan year 2023 filing to -$157K in the plan year 2024 filing.
Forus 401(k) reported participants fell from 135 in the plan year 2023 filing to 67 in the plan year 2024 filing.
Forus 401(k) end-of-year assets fell 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 811907927 · Bambee, Inc. PY 2024 · 401(k)

Forus 401(k) · $3M · 67 · 33rd

BOOK $3M
BOOK 67
BOOK 33rd
BOOK 401(k)
BOOK near Rosebud Insurance Agency Inc 401(k) Plan
BOOK ind #5938

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Forus 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bambee, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 39.52622923221047% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	77	$2M
2023	1	135	$3M
2024	1	67	$3M

Bambee, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	-$157K
Employer EIN	811907927
Plan Effective Date	2014-11-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Forus 401(k) vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Forus 401(k) side-by-side with 3 peers →

Forus 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rosebud Insurance Agency Inc 401(k) Plan in NY ($3M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Rosebud Insurance Agency Inc 401(k) Plan (NY) $3M · 6
Bedrock 401(k) Plan (WI) $3M · 985
Loanpeople 401(k) Plan (TX) $3M · 99
Alpha 1 Induction Service Center, Inc. 401(k) Savings Plan (OH) $3M · 14

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

Heidler Roofing Services, Inc 401(k) Profit Sharing Plan (PA) 67 · 0 off
Gaylord Chemical Company, L.L.C. 401(k) Plan (LA) 67 · 0 off
Sierra Nevada Construction, Inc. 401(k) Profit Sharing Plan and Trust (NV) 67 · 0 off
Blevins Asphalt Construction Company 401(k) Profit Sharing Plan (MO) 67 · 0 off

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 Forus 401(k) assets move in 2024? ▼

Forus 401(k) pulled back noticeably - down 5.4% during 2024, from $3M to $3M. Reported net income was -$157K.

How have Bambee, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bambee, Inc.'s sponsor-wide assets grew 39.5%, from $2M to $3M.

Which 401(k) plans are similar in size to Forus 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Rosebud Insurance Agency Inc 401(k) Plan in NY ($3M, 6 participants).

Which 401(k) plans cover a similar participant headcount to Forus 401(k)? ▼

Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 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 811907927.