401(k) · DOL Form 5500 · 2024
Forge Global, Inc 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 322
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $59,194
- Avg per participant Low balance/head
Official DOL plan name: Forge Global 401(k) Plan · Sponsored by Forge Global, Inc · California · Information & Media
$19M in assets, 322 participants
Forge Global, Inc's Forge Global 401(k) Plan reported $19M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #1,674 in Information & Media (2,822 peers)
Forge Global, Inc multi-year trail
Forge Global, Inc's plans moved +170.8% in assets from 2022 to 2024; this filing shows Forge Global 401(k) Plan at $19M / 322 participants.
- #1,674
- in Information & Media (2,822 peers)
- +20.8%
- assets growth YoY
Forge Global 401(k) Plan's outsized position by total assets
Forge Global 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,060,313 Top 31% higher than 69% 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
Forge Global 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. Forge Global 401(k) Plan sits mid-pack in the medium band (322 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Forge Global 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Forge Global 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Forge Global 401(k) Plan reported participants rose from 303 in the plan year 2023 filing to 322 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 464770272 · Forge Global, Inc PY 2024 · 401(k)
Forge Global 401(k) Plan · $19M · 322 · 69th
- PHOTO $19M
- PHOTO 322
- PHOTO 69th
- PHOTO 401(k)
- PHOTO near Northeast Community Bank Employees' Savings & Profit Sharing Plan and Trust
- PHOTO ind #1674
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 Information & Media retirement plans → · Plans in California →
Forge Global 401(k) Plan in the asset neighbourhood
Forge Global, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Forge Global, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 170.84957551491837% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 234 | $7M |
| 2023 | 1 | 303 | $16M |
| 2024 | 1 | 322 | $19M |
Forge Global, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 464770272 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Forge Global 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Northeast Community Bank Employees' Savings & Profit Sharing Plan and Trust in NY ($19M); by covered participants it is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Northeast Community Bank Employees' Savings & Profit Sharing Plan and Trust (NY) $19M · 134
- Peregrine Group, LLC Retirement Plan (TX) $19M · 63
- Mikel, Inc. 401(k) Plan (RI) $19M · 229
- Mj 401(k) Pep (OR) $19M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (322 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.