401(k) · DOL Form 5500 · 2024

Fora Financial LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 127
Participants Small participant base: 48th
Percentile by assets National rank: $53,877
Avg per participant Low balance/head

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Official DOL plan name: Fora Financial LLC 401(k) Plan · Sponsored by Fora Financial LLC · New York · Finance & Insurance

$7M in assets, 127 participants

Fora Financial LLC's Fora Financial LLC 401(k) Plan reported $7M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

#2,801 in Finance & Insurance (8,549 peers)

Coverage in New York

Fora Financial LLC 401(k) Plan covers 127 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $7M.

#2,801
in Finance & Insurance (8,549 peers): +36.7%
assets growth YoY

Fora Financial LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Fora Financial LLC 401(k) Plan vs every filed plan by assets

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

$6,842,387 48th percentile higher than 48% 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

Fora Financial LLC 401(k) 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. Fora Financial LLC 401(k) Plan sits mid-pack in the medium band (127 participants).

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%)

Fora Financial LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Fora Financial LLC 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Fora Financial LLC 401(k) Plan reported participants fell from 150 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 900393753 · Fora Financial LLC PY 2024 · 401(k)

Fora Financial LLC 401(k) Plan · $7M · 127 · 48th

EOY $7M
5500 127
ASSETS 48th
PCT 401(k)
EIN near DC International 401(k) Plan
RANK ind #2801

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 → · Plans in New York →

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

New York filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$2M
Employer EIN	900393753
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Fora Financial LLC)

Latest sponsor-wide plan assets: $7M 90.46946592509701% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	147	$4M
2023	1	150	$5M
2024	1	127	$7M

Nearby 401(k) Plans in New York

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

Fora Financial LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Fora Financial LLC 401(k) Plan side-by-side with 3 peers →

Fora Financial LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is DC International 401(k) Plan in DC ($7M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

DC International 401(k) Plan (DC) $7M · 280
Jeunesse, LLC 401(k) Profit Sharing Plan & Trust (FL) $7M · 71
James C Yee Md Inc 401(k) Profit Sharing Plan (CA) $7M · 7
Retina & Vitreous Center, P.C. Savings Plan (VA) $7M · 69

Similar participant headcount

Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.

Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan (CT) 127 · 0 off
Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan (IN) 127 · 0 off
Pml, Inc. 401(k) Retirement Plan (TN) 127 · 0 off
Gregory Burgess 401(k) Profit Sharing Plan and Trust (VA) 127 · 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 Fora Financial LLC 401(k) Plan assets move in 2024? ▼

Fora Financial LLC 401(k) Plan surged - up 36.7% during 2024, from $5M to $7M. Reported net income was $2M.

How have Fora Financial LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Fora Financial LLC's sponsor-wide assets grew 90.5%, from $4M to $7M.

Which 401(k) plans are similar in size to Fora Financial LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is DC International 401(k) Plan in DC ($7M, 280 participants).

Which 401(k) plans cover a similar participant headcount to Fora Financial LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 900393753.