ESOP · DOL Form 5500 · 2024

Forte Residential, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
243
Participants Below avg headcount
68th
Percentile by assets National rank
$71,725
Avg per participant Below avg balance/head
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Official DOL plan name: Forte Residential, Inc. Employee Stock Ownership Plan · Sponsored by Forte Residential, Inc. · Indiana · Healthcare & Social Assistance

$17M in assets, 243 participants

Forte Residential, Inc.'s Forte Residential, Inc. Employee Stock Ownership Plan reported $17M in total assets and 243 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.

  • #12,240 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Forte Residential, Inc. Employee Stock Ownership Plan covers 243 participants in Indiana, about 45% of the average Indiana filer (state average ~541 per filing). Assets: $17M.

#12,240
in Healthcare & Social Assistance (16,916 peers)
-2.3%
assets change YoY

The plan reported a net loss of $308K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forte Residential, Inc. Employee Stock Ownership Plan's outsized position by total assets

Forte Residential, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,429,059 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

Forte Residential, Inc. Employee Stock Ownership 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. Forte Residential, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forte Residential, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2023 filing to -$308K in the plan year 2024 filing.
  • Forte Residential, Inc. Employee Stock Ownership Plan reported participants rose from 232 in the plan year 2023 filing to 243 in the plan year 2024 filing.
  • Forte Residential, Inc. Employee Stock Ownership Plan end-of-year assets fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351858834 · Forte Residential, Inc. PY 2024 · ESOP

Forte Residential, Inc. Employee Stock Ownership Plan · $17M · 243 · 68th

  • ASSETS $17M
  • PCT 243
  • EIN 68th
  • RANK ESOP
  • PHOTO near Howard Immel, Inc. Employee Stock Ownership Plan
  • IND ind #12240

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 What is an ESOP? → · Plans in Indiana →

Forte Residential, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Via Trading Corporation Employee Stock Ownership PlanVia Trading Corporation Empl…$17MForte Residential, Inc. Employee Stock Ownership PlanForte Residential, Inc. Empl…$17MHoward Immel, Inc. Employee Stock Ownership PlanHoward Immel, Inc. Employee …$17MMid-States Steel Corporation Employee Stock Ownership PlanMid-States Steel Corporation…$17MMgs Contracting, Inc. Employee Stock Ownership PlanMgs Contracting, Inc. Employ…$17M
End-of-year total assets ($M) among Forte Residential, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$308K
Employer EIN351858834
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forte Residential, Inc.)

Sponsor-wide plan assets over time

All Forte Residential, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 34.00301296247375% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13M $17.4M ▲ +34.0%
Year Plans Participants Total Assets
2022 1 284 $13M
2023 1 232 $18M
2024 1 243 $17M

Nearby ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Forte Residential, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Forte Residential, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.017429059 · Participants: 243Forte Residential, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Forte Residential, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Forte Residential, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Forte Residential, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Howard Immel, Inc. Employee Stock Ownership Plan in WI ($17M); by covered participants it is Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan in VA (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Forte Residential, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Forte Residential, Inc. Employee Stock Ownership Plan edged down modestly - down 2.3% during 2024, from $18M to $17M. Reported net income was -$308K.
How have Forte Residential, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forte Residential, Inc.'s sponsor-wide assets grew 34.0%, from $13M to $17M.
Which ESOP plans are similar in size to Forte Residential, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Howard Immel, Inc. Employee Stock Ownership Plan in WI ($17M, 42 participants).
Which ESOP plans cover a similar participant headcount to Forte Residential, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan in VA (243 participants, $29M 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 351858834.

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.