401(k) · DOL Form 5500 · 2024

Forsgren Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
122
Participants Small participant base
68th
Percentile by assets National rank
$143,755
Avg per participant Near avg balance/head
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Official DOL plan name: Forsgren Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Forsgren Associates, Inc. · Utah · Professional & Technical Services

$18M in assets, 122 participants

Forsgren Associates, Inc.'s Forsgren Associates, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 122 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.

  • #13,493 in Professional & Technical Services (20,173 peers)

Coverage in Utah

Forsgren Associates, Inc. 401(k) Profit Sharing Plan covers 122 participants in Utah, about 21% of the average Utah filer (state average ~592 per filing). Assets: $18M.

#13,493
in Professional & Technical Services (20,173 peers)
+32.6%
assets growth YoY

Forsgren Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Forsgren Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,538,105 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

Forsgren Associates, Inc. 401(k) Profit Sharing 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. Forsgren Associates, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forsgren Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Forsgren Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Forsgren Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 100 in the plan year 2023 filing to 122 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 820255723 · Forsgren Associates, Inc. PY 2024 · 401(k)

Forsgren Associates, Inc. 401(k) Profit Sharing Plan · $18M · 122 · 68th

  • PCT $18M
  • EIN 122
  • RANK 68th
  • PHOTO 401(k)
  • IND near The Arora Group, Inc. 401(k) Plan
  • EOY ind #13493

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 Utah →

Forsgren Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Forsgren Associates, Inc. 401(k) Profit Sharing PlanForsgren Associates, Inc. 40…$18MThe Arora Group, Inc. 401(k) PlanThe Arora Group, Inc. 401(k)…$18MAlbany Bank and Trust Company N.a. Profit Sharing and Savings Plan and Trust AgreementAlbany Bank and Trust Compan…$18MSand Cherry Associates, Inc. 401(k) Profit Sharing Plan & TrustSand Cherry Associates, Inc.…$18MAvalon & Tahoe 401(k) Retirement PlanAvalon & Tahoe 401(k) Retire…$18M
End-of-year total assets ($M) among Forsgren Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN820255723
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forsgren Associates, Inc.)

Sponsor-wide plan assets over time

All Forsgren Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 62.69126173748552% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.8M $17.5M ▲ +62.7%
Year Plans Participants Total Assets
2022 1 102 $11M
2023 1 100 $13M
2024 1 122 $18M

Nearby 401(k) Plans in Utah

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

Forsgren Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Forsgren Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017538105 · Participants: 122Forsgren Associates, Inc. 401(k) Profit Sharing PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Forsgren Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Forsgren Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Forsgren Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is The Arora Group, Inc. 401(k) Plan in MD ($18M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Forsgren Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Forsgren Associates, Inc. 401(k) Profit Sharing Plan surged - up 32.6% during 2024, from $13M to $18M. Reported net income was $4M.
How have Forsgren Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forsgren Associates, Inc.'s sponsor-wide assets grew 62.7%, from $11M to $18M.
Which 401(k) plans are similar in size to Forsgren Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Arora Group, Inc. 401(k) Plan in MD ($18M, 524 participants).
Which 401(k) plans cover a similar participant headcount to Forsgren Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants, $18M 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 820255723.

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.