401(k) · DOL Form 5500 · 2024
Forbes Media LLC 401(k) Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 609
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $257,868
- Avg per participant Above avg balance/head
Official DOL plan name: Employee Savings Incentive Thrift Plan of Forbes Media LLC · Sponsored by Forbes Media LLC · New Jersey · Information & Media
$157M in assets, 609 participants
Forbes Media LLC's Employee Savings Incentive Thrift Plan of Forbes Media LLC reported $157M in total assets and 609 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #2,530 in Information & Media (2,822 peers)
Where Employee Savings Incentive Thrift Plan of Forbes Media LLC sits by assets
Employee Savings Incentive Thrift Plan of Forbes Media LLC sits in the top 10% of all filed plans by assets, $157M for 609 participants (~$257,868/participant), up 20.3% in 2024.
- #2,530
- in Information & Media (2,822 peers)
- +20.3%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Employee Savings Incentive Thrift Plan of Forbes Media LLC's outsized position by total assets
Employee Savings Incentive Thrift Plan of Forbes Media LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$157,041,838 Top 7% higher than 93% 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
Employee Savings Incentive Thrift Plan of Forbes Media LLC 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. Employee Savings Incentive Thrift Plan of Forbes Media LLC sits mid-pack in the medium band (609 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employee Savings Incentive Thrift Plan of Forbes Media LLC end-of-year assets rose from $131M in the plan year 2023 filing to $157M in the plan year 2024 filing.
- Employee Savings Incentive Thrift Plan of Forbes Media LLC reported participants rose from 527 in the plan year 2023 filing to 609 in the plan year 2024 filing.
- Employee Savings Incentive Thrift Plan of Forbes Media LLC reported net income fell from $27M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 342065766 · Forbes Media LLC PY 2024 · 401(k)
Employee Savings Incentive Thrift Plan of Forbes Media LLC · $157M · 609 · 93rd
- PHOTO $157M
- IND 609
- EOY 93rd
- 5500 401(k)
- ASSETS near Patrick Industries, Inc. 401(k) Employee Savings Plan
- PCT ind #2530
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 New Jersey →
Employee Savings Incentive Thrift Plan of Forbes Media LLC in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $26M |
| Employer EIN | 342065766 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forbes Media LLC)
Sponsor-wide plan assets over time
All Forbes Media LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $157M 51.097977491995174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 482 | $104M |
| 2023 | 1 | 527 | $131M |
| 2024 | 1 | 609 | $157M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Employee Savings Incentive Thrift Plan of Forbes Media LLC's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Patrick Industries, Inc. 401(k) Employee Savings Plan in IN ($157M); by covered participants it is Cv Industries 401(k) Plan in NC (609 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- Patrick Industries, Inc. 401(k) Employee Savings Plan (IN) $157M · 8,541
- Parts Town Unlimited, LLC 401(k) Plan (IL) $157M · 3,767
- Weaver and Tidwell, L.L.P. Profit Sharing Plan and Trust (TX) $157M · 1,160
- Sonesta International Hotels Corporation and Subsidiaries 401(k) Plan (MA) $157M · 6,816
Similar participant headcount
Nearest other-state filings by covered participants (609 participants); asset peers above are excluded.
- Cv Industries 401(k) Plan (NC) 609 · 0 off
- The Simons Foundation, Inc. 401(k) Plan (NY) 609 · 0 off
- Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan (TN) 609 · 0 off
- Ubg 401(k) - Farmers Cooperative (NE) 609 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.