Other
2024 plan-year Other DOL Form 5500

403(b) Thrift Plan for Employees of the Foraker Group

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Foraker Group ยท Alaska ยท Other Services

What the 2023 filing shows

403(b) Thrift Plan for Employees of the Foraker Group holds $12M for 243 participants - about $47,895 per participant, up 39.1% over the 2024 plan year.

$12M
total plan assets (2024 EOY)
243
covered participants
$47,895
avg assets per participant
+39.1%
assets growth YoY
Total Assets (2023)
$12M
Participants
243
State
Industry
Other Services

What the Filing Says About 403(b) Thrift Plan for Employees of the Foraker Group

403(b) Thrift Plan for Employees of the Foraker Group is a Other retirement plan sponsored by The Foraker Group, headquartered in Alaska. As of the 2024 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 243 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 920177787, and the plan has been effective since 2010-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2024 to $12M at year-end โ€” a gain of 39.1%. Net assets (after liabilities) closed the year at $12M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$3M
Plan TypeOther
Employer EIN920177787
Plan Effective Date2010-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Foraker Group)

Year Plans Participants Total Assets
2023 1 228 $8M
2024 1 243 $12M

Nearby Other Plans in Alaska

Peer Other plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Employees of the Foraker Group?
As of the 2024 Form 5500 filing, 403(b) Thrift Plan for Employees of the Foraker Group holds $12M in total assets with 243 participants. It is sponsored by The Foraker Group.
What type of plan is 403(b) Thrift Plan for Employees of the Foraker Group?
403(b) Thrift Plan for Employees of the Foraker Group is a Other plan. It has been effective since 2010-04-01. The plan is filed with the U.S. Department of Labor under EIN 920177787.
Who sponsors the 403(b) Thrift Plan for Employees of the Foraker Group?
403(b) Thrift Plan for Employees of the Foraker Group is sponsored by The Foraker Group, located in Alaska. The sponsor's EIN is 920177787 and the plan operates in the Other Services industry.
How did 403(b) Thrift Plan for Employees of the Foraker Group perform in 2024?
403(b) Thrift Plan for Employees of the Foraker Group grew by 39.1% during 2024, moving from $8M to $12M in total assets. Net income was $3M.
Where can I find official filings for 403(b) Thrift Plan for Employees of the Foraker Group?
Official Form 5500 filings for 403(b) Thrift Plan for Employees of the Foraker Group are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 920177787 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Employees of the Foraker Group compare to other plans?
You can compare 403(b) Thrift Plan for Employees of the Foraker Group against other Other plans on the plan type page, or view plans in Alaska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 920177787.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.