401(k) · DOL Form 5500 · 2024

Forever Orange, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
383
Participants Below avg headcount
44th
Percentile by assets National rank
$14,438
Avg per participant Low balance/head
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Official DOL plan name: Forever Orange 401(k) Plan · Sponsored by Forever Orange, LLC · Texas · Arts, Entertainment & Recreation

$6M in assets, 383 participants

Forever Orange, LLC's Forever Orange 401(k) Plan reported $6M in total assets and 383 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,876 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Forever Orange 401(k) Plan ranks #1,876 of 2,921 2024 filers by assets (502% of the sector average)-$6M for 383 participants.

#1,876
in Arts, Entertainment & Recreation (2,921 peers)
+20.3%
assets growth YoY

Forever Orange 401(k) Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Forever Orange 401(k) Plan vs every filed plan by assets

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

$5,529,938 44th percentile higher than 44% 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

Forever Orange 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. Forever Orange 401(k) Plan sits mid-pack in the medium band (383 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forever Orange 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Forever Orange 401(k) Plan reported net income rose from $796K in the plan year 2023 filing to $932K in the plan year 2024 filing.
  • Forever Orange 401(k) Plan reported participants rose from 344 in the plan year 2023 filing to 383 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 475378023 · Forever Orange, LLC PY 2024 · 401(k)

Forever Orange 401(k) Plan · $6M · 383 · 44th

  • PHOTO $6M
  • IND 383
  • EOY 44th
  • 5500 401(k)
  • ASSETS near Cap1 401(k) Plan
  • PCT ind #1876

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 Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Forever Orange 401(k) Plan in the asset neighbourhood

Forever Orange 401(k) Plan$6MCap1 401(k) Plan$6MEdge Manufacturing, Inc. 401(k) PlanEdge Manufacturing, Inc. 401…$6MBelair Builders, Inc. 401(k) Profit Sharing PlanBelair Builders, Inc. 401(k)…$6M403(b) Thrift Plan for Employees of Holy Angels Residential Facility403(b) Thrift Plan for Emplo…$6M
End-of-year total assets ($M) among Forever Orange 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$932K
Employer EIN475378023
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forever Orange, LLC)

Sponsor-wide plan assets over time

All Forever Orange, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 45.472735131165% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.8M $5.53M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 365 $4M
2023 1 344 $5M
2024 1 383 $6M

Nearby 401(k) Plans in Texas

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

Forever Orange 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Forever Orange 401(k) Plan, Total assets ($B): 0.005529938 · Participants: 383Forever Orange 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Forever Orange 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Forever Orange 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cap1 401(k) Plan in NY ($6M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (383 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Forever Orange 401(k) Plan assets move in 2024?
Forever Orange 401(k) Plan grew sharply - up 20.3% during 2024, from $5M to $6M. Reported net income was $932K.
How have Forever Orange, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Forever Orange, LLC's sponsor-wide assets grew 45.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Forever Orange 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cap1 401(k) Plan in NY ($6M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Forever Orange 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (383 participants, $4M in assets).