401(k) · DOL Form 5500 · 2024

Nexera Holding LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
181
Participants Below avg headcount
46th
Percentile by assets National rank
$33,941
Avg per participant Low balance/head
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Official DOL plan name: Forus 401(k) · Sponsored by Nexera Holding LLC · California · Finance & Insurance

$6M in assets, 181 participants

Nexera Holding LLC's Forus 401(k) reported $6M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,676 in Finance & Insurance (8,549 peers)

Coverage in California

Forus 401(k) covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $6M.

#2,676
in Finance & Insurance (8,549 peers)
+35.9%
assets growth YoY

Forus 401(k)'s mid-pack asset rank among Finance & Insurance and all filers

Forus 401(k) vs every filed plan by assets

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

$6,143,361 46th percentile higher than 46% 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

Forus 401(k) 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. Forus 401(k) sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forus 401(k) end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Forus 401(k) reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Forus 401(k) reported participants rose from 171 in the plan year 2023 filing to 181 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 465671661 · Nexera Holding LLC PY 2024 · 401(k)

Forus 401(k) · $6M · 181 · 46th

  • TYPE $6M
  • NET 181
  • BOOK 46th
  • VS-ST 401(k)
  • BOY near Partner Industrial, LLC 401(k) Savings Plan
  • SCH ind #2676

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 California →

Forus 401(k) in the asset neighbourhood

Forus 401(k)$6MPartner Industrial, LLC 401(k) Savings PlanPartner Industrial, LLC 401(…$6MEase Logistics 401(k) Plan$6MKennedy Wire Rope & Sling 401(k) PlanKennedy Wire Rope & Sling 40…$6MD & F, Lobo Construction, Inc. Profit Sharing PlanD & F, Lobo Construction, In…$6M
End-of-year total assets ($M) among Forus 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN465671661
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nexera Holding LLC)

Sponsor-wide plan assets over time

All Nexera Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 100.7774726729255% vs 2022
2024 filing year
$2M$3M$4M$5M$6M$7M 202220232024 $3.06M $6.14M ▲ +100.7%
Year Plans Participants Total Assets
2022 1 131 $3M
2023 1 171 $5M
2024 1 181 $6M

Nearby 401(k) Plans in California

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

Forus 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Forus 401(k), Total assets ($B): 0.006143361 · Participants: 181Forus 401(k)Google LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Forus 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Forus 401(k) side-by-side with 3 peers →

Forus 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Partner Industrial, LLC 401(k) Savings Plan in TX ($6M); by covered participants it is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Forus 401(k) assets move in 2024? ▼
Forus 401(k) surged - up 35.9% during 2024, from $5M to $6M. Reported net income was $2M.
How have Nexera Holding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nexera Holding LLC's sponsor-wide assets grew 100.8%, from $3M to $6M.
Which 401(k) plans are similar in size to Forus 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Partner Industrial, LLC 401(k) Savings Plan in TX ($6M, 2,400 participants).
Which 401(k) plans cover a similar participant headcount to Forus 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Bpl Plasma, Inc. & Affiliates 401(k) and Profit in NJ (181 participants, N/A 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 465671661.

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.