Other · DOL Form 5500 · 2024

The Foraker Group Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
243
Participants Below avg headcount
59th
Percentile by assets National rank
$47,895
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of the Foraker Group · Sponsored by The Foraker Group · Alaska · Other Services

$12M in assets, 243 participants

The Foraker Group's 403(b) Thrift Plan for Employees of the Foraker Group reported $12M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,917 in Other Services (7,719 peers)

The Foraker Group multi-year trail

The Foraker Group's plans moved +39.1% in assets from 2023 to 2024; this filing shows 403(b) Thrift Plan for Employees of the Foraker Group at $12M / 243 participants.

#5,917
in Other Services (7,719 peers)
+39.1%
assets growth YoY

403(b) Thrift Plan for Employees of the Foraker Group's mid-pack asset rank among Other Services and all filers

403(b) Thrift Plan for Employees of the Foraker Group vs every filed plan by assets

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

$11,638,557 Top 41% higher than 59% 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

403(b) Thrift Plan for Employees of the Foraker Group 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. 403(b) Thrift Plan for Employees of the Foraker Group sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of the Foraker Group end-of-year assets rose from $8M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of the Foraker Group reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of the Foraker Group reported participants rose from 228 in the plan year 2023 filing to 243 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 920177787 · The Foraker Group PY 2024 · Other

403(b) Thrift Plan for Employees of the Foraker Group · $12M · 243 · 59th

  • IND $12M
  • IND 243
  • IND 59th
  • IND Other
  • IND near Autry Museum of the American West 403(b) Plan
  • IND ind #5917

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 Other Services retirement plans → · Plans in Alaska →

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

Turning Point School 403(b) Defined Contribution PlanTurning Point School 403(b) …$12MAutry Museum of the American West 403(b) PlanAutry Museum of the American…$12M403(b) Thrift Plan for Employees of the Foraker Group403(b) Thrift Plan for Emplo…$12MSouthern Oregon Head Start Retirement PlanSouthern Oregon Head Start R…$12MThe Marshall School DC Plan$12M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of the Foraker Group and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

The Foraker Group multi-year asset trail

Sponsor-wide plan assets over time

All The Foraker Group plans reported in each filing year

Latest sponsor-wide plan assets
$12M 39.14708283338586% vs 2023
2024 filing year
$8M$9M$10M$11M$12M 20232024 $8.36M $11.6M ▲ +39.2%
Year Plans Participants Total Assets
2023 1 228 $8M
2024 1 243 $12M

The Foraker Group filing trail (2024)

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

Nearby Other Plans in Alaska

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

403(b) Thrift Plan for Employees of the Foraker Group vs. nearby Other plans in Alaska, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 050100150200250 Total assets ($M) Participants 403(b) Thrift Plan for Employees of the Foraker Group, Total assets ($M): 11.638557 · Participants: 243403(b) Thrift Plan for Employees of the Foraker GroupAlaska Native Tribal Health Consortium Retirement Savings Plan, Total assets ($M): 227.214731 · Participants: 3951Alaska Native Tribal Health Consortium Retirement Savings PlanCentral Peninsula Hospital Retirement Plan, Total assets ($M): 112.951974 · Participants: 1103Central Peninsula Hospital Retirement PlanNorton Sound Health Corporation Employee Tax-Deferred 403(b) Plan, Total assets ($M): 30.309029 · Participants: 763Norton Sound Health Corporation Employee Tax-Deferred 403(b) PlanBrooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd., Total assets ($M): 29.088458 · Participants: 565Brooks Range 401(k) Profit Sharing Plan K'oyitl'ots'ina, Ltd.Tanana Chiefs Conference 403b Retirement Savings Plan, Total assets ($M): 25.605216 · Participants: 1145Tanana Chiefs Conference 403b Retirement Savings Plan
403(b) Thrift Plan for Employees of the Foraker Group vs. nearby Other plans in Alaska, assets vs. participants

403(b) Thrift Plan for Employees of the Foraker Group's out-of-state Other peers by assets and headcount

Outside Alaska, the nearest Other by assets is Autry Museum of the American West 403(b) Plan in CA ($12M); by covered participants it is Lakeside School Defined Contribution Retirement Plan in WA (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 403(b) Thrift Plan for Employees of the Foraker Group assets move in 2024? ▼
403(b) Thrift Plan for Employees of the Foraker Group surged - up 39.1% during 2024, from $8M to $12M. Reported net income was $3M.
How have The Foraker Group plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Foraker Group's sponsor-wide assets grew 39.1%, from $8M to $12M.
Which Other plans are similar in size to 403(b) Thrift Plan for Employees of the Foraker Group? ▼
Among Other plans in other states, the closest by assets is Autry Museum of the American West 403(b) Plan in CA ($12M, 156 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of the Foraker Group? ▼
Among Other plans in other states, the closest by covered participants is Lakeside School Defined Contribution Retirement Plan in WA (243 participants, $103M in assets).