401(k) · DOL Form 5500 · 2024

Forestdale, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
292
Participants Below avg headcount
65th
Percentile by assets National rank
$53,591
Avg per participant Low balance/head
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Official DOL plan name: Forestdale, Inc. Cash or Deferred Plan & Trust · Sponsored by Forestdale, Inc. · New York · Healthcare & Social Assistance

$16M in assets, 292 participants

Forestdale, Inc.'s Forestdale, Inc. Cash or Deferred Plan & Trust reported $16M in total assets and 292 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,893 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Forestdale, Inc. Cash or Deferred Plan & Trust covers 292 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $16M.

#11,893
in Healthcare & Social Assistance (16,916 peers)
+19.9%
assets growth YoY

Forestdale, Inc. Cash or Deferred Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Forestdale, Inc. Cash or Deferred Plan & Trust vs every filed plan by assets

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

$15,648,497 Top 35% higher than 65% 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

Forestdale, Inc. Cash or Deferred Plan & Trust 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. Forestdale, Inc. Cash or Deferred Plan & Trust sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forestdale, Inc. Cash or Deferred Plan & Trust end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Forestdale, Inc. Cash or Deferred Plan & Trust reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Forestdale, Inc. Cash or Deferred Plan & Trust reported participants rose from 276 in the plan year 2023 filing to 292 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 111631747 · Forestdale, Inc. PY 2024 · 401(k)

Forestdale, Inc. Cash or Deferred Plan & Trust · $16M · 292 · 65th

  • PART $16M
  • PART 292
  • PART 65th
  • PART 401(k)
  • PART near Fsi 401(k) Profit Sharing Plan
  • PART ind #11893

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Forestdale, Inc. Cash or Deferred Plan & Trust in the asset neighbourhood

Forestdale, Inc. Cash or Deferred Plan & TrustForestdale, Inc. Cash or Def…$16MFsi 401(k) Profit Sharing PlanFsi 401(k) Profit Sharing Pl…$16MBayland Buildings, Inc. 401(k) Profit Sharing Plan & TrustBayland Buildings, Inc. 401(…$16MCrooker Construction, L.L.C. 401(k) Profit Sharing PlanCrooker Construction, L.L.C.…$16MParker Americas Inc. 401(k) Retirement PlanParker Americas Inc. 401(k) …$16M
End-of-year total assets ($M) among Forestdale, Inc. Cash or Deferred Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN111631747
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forestdale, Inc.)

Sponsor-wide plan assets over time

All Forestdale, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 54.22539826744386% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.2M $15.7M ▲ +54.2%
Year Plans Participants Total Assets
2022 1 262 $10M
2023 1 276 $13M
2024 1 292 $16M

Nearby 401(k) Plans in New York

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

Forestdale, Inc. Cash or Deferred Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Forestdale, Inc. Cash or Deferred Plan & Trust, Total assets ($B): 0.015648497 · Participants: 292Forestdale, Inc. Cash or Deferred Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Forestdale, Inc. Cash or Deferred Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Forestdale, Inc. Cash or Deferred Plan & Trust side-by-side with 3 peers →

Forestdale, Inc. Cash or Deferred Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fsi 401(k) Profit Sharing Plan in CA ($16M); by covered participants it is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Forestdale, Inc. Cash or Deferred Plan & Trust assets move in 2024? ▼
Forestdale, Inc. Cash or Deferred Plan & Trust grew sharply - up 19.9% during 2024, from $13M to $16M. Reported net income was $3M.
How have Forestdale, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forestdale, Inc.'s sponsor-wide assets grew 54.2%, from $10M to $16M.
Which 401(k) plans are similar in size to Forestdale, Inc. Cash or Deferred Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Fsi 401(k) Profit Sharing Plan in CA ($16M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Forestdale, Inc. Cash or Deferred Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants, $13M 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 111631747.

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.