401(k) · DOL Form 5500 · 2024

The Independent Order of Foresters 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
71
Participants Small participant base
68th
Percentile by assets National rank
$246,499
Avg per participant Above avg balance/head
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Official DOL plan name: The Independent Order of Foresters 401(k) Savings & Retirement Plan · Sponsored by The Independent Order of Foresters · · Finance & Insurance

$18M in assets, 71 participants

The Independent Order of Foresters's The Independent Order of Foresters 401(k) Savings & Retirement Plan reported $18M in total assets and 71 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.

  • #4,447 in Finance & Insurance (8,549 peers)

The Independent Order of Foresters multi-year trail

The Independent Order of Foresters's plans moved +42.4% in assets from 2022 to 2024; this filing shows The Independent Order of Foresters 401(k) Savings & Retirement Plan at $18M / 71 participants.

#4,447
in Finance & Insurance (8,549 peers)
+15.7%
assets growth YoY

The Independent Order of Foresters 401(k) Savings & Retirement Plan's outsized position by total assets

The Independent Order of Foresters 401(k) Savings & Retirement Plan vs every filed plan by assets

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

$17,501,458 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

The Independent Order of Foresters 401(k) Savings & Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Independent Order of Foresters 401(k) Savings & Retirement Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Independent Order of Foresters 401(k) Savings & Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Independent Order of Foresters 401(k) Savings & Retirement Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • The Independent Order of Foresters 401(k) Savings & Retirement Plan reported participants rose from 68 in the plan year 2023 filing to 71 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 980000680 · The Independent Order of Foresters PY 2024 · 401(k)

The Independent Order of Foresters 401(k) Savings & Retirement Plan · $18M · 71 · 68th

  • IND $18M
  • IND 71
  • IND 68th
  • IND 401(k)
  • IND near First Commerce Credit Union Profit Sharing 401(k)
  • IND ind #4447

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 →

The Independent Order of Foresters 401(k) Savings & Retirement Plan in the asset neighbourhood

The Independent Order of Foresters 401(k) Savings & Retirement PlanThe Independent Order of For…$18MFirst Commerce Credit Union Profit Sharing 401(k)First Commerce Credit Union …$18MCommunity Health Connections 401(k) PlanCommunity Health Connections…$18MHobas Pipe USA, Inc. 401(k) Profit Sharing PlanHobas Pipe USA, Inc. 401(k) …$18MBold North America, LLC 401(k) PlanBold North America, LLC 401(…$18M
End-of-year total assets ($M) among The Independent Order of Foresters 401(k) Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Independent Order of Foresters multi-year asset trail

Sponsor-wide plan assets over time

All The Independent Order of Foresters plans reported in each filing year

Latest sponsor-wide plan assets
$18M 42.411329073609295% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.3M $17.5M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 59 $12M
2023 1 68 $15M
2024 1 71 $18M

The Independent Order of Foresters filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN980000680
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in

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

The Independent Order of Foresters 401(k) Savings & Retirement Plan vs. nearby 401(k) plans in , assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants The Independent Order of Foresters 401(k) Savings & Retirement Plan, Total assets ($B): 0.017501458 · Participants: 71The Independent Order of Foresters 401(k) Savings & Retirement PlanThe Magna Group of Companies Retirement Savings Plans, Total assets ($B): 2.470105136 · Participants: 25008The Magna Group of Companies Retirement Savings PlansTranscanada 401(k) and Savings Plan, Total assets ($B): 1.123853711 · Participants: 3435Transcanada 401(k) and Savings PlanFour Seasons Hotels Retirement Benefit Plan, Total assets ($B): 0.978593813 · Participants: 15818Four Seasons Hotels Retirement Benefit PlanTransocean U.S. Savings Plan, Total assets ($B): 0.838696657 · Participants: 2151Transocean U.S. Savings PlanRetirement Plan for Employees of Scotiabank U. S. 401(k), Total assets ($B): 0.492647008 · Participants: 1430Retirement Plan for Employees of Scotiabank U. S. 401(k)
The Independent Order of Foresters 401(k) Savings & Retirement Plan vs. nearby 401(k) plans in , assets vs. participants
Compare The Independent Order of Foresters 401(k) Savings & Retirement Plan side-by-side with 3 peers →

The Independent Order of Foresters 401(k) Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside this state, the nearest 401(k) by assets is First Commerce Credit Union Profit Sharing 401(k) in FL ($18M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 The Independent Order of Foresters 401(k) Savings & Retirement Plan assets move in 2024? ▼
The Independent Order of Foresters 401(k) Savings & Retirement Plan grew sharply - up 15.7% during 2024, from $15M to $18M. Reported net income was $2M.
How have The Independent Order of Foresters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Independent Order of Foresters's sponsor-wide assets grew 42.4%, from $12M to $18M.
Which 401(k) plans are similar in size to The Independent Order of Foresters 401(k) Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Commerce Credit Union Profit Sharing 401(k) in FL ($18M, 146 participants).
Which 401(k) plans cover a similar participant headcount to The Independent Order of Foresters 401(k) Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants, $21M 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 980000680.

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.