401(k) · DOL Form 5500 · 2024

Churchill Forge, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
218
Participants Below avg headcount
59th
Percentile by assets National rank
$54,256
Avg per participant Low balance/head
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Official DOL plan name: Churchill Forge, Inc. 401(k) Plan · Sponsored by Churchill Forge, Inc. · Massachusetts · Real Estate

$12M in assets, 218 participants

Churchill Forge, Inc.'s Churchill Forge, Inc. 401(k) Plan reported $12M in total assets and 218 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.

  • #3,508 in Real Estate (4,605 peers)

Coverage in Massachusetts

Churchill Forge, Inc. 401(k) Plan covers 218 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#3,508
in Real Estate (4,605 peers)
+15.3%
assets growth YoY

Churchill Forge, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Churchill Forge, Inc. 401(k) Plan vs every filed plan by assets

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

$11,827,804 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

Churchill Forge, Inc. 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. Churchill Forge, Inc. 401(k) Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Churchill Forge, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Churchill Forge, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Churchill Forge, Inc. 401(k) Plan reported participants rose from 208 in the plan year 2023 filing to 218 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042945628 · Churchill Forge, Inc. PY 2024 · 401(k)

Churchill Forge, Inc. 401(k) Plan · $12M · 218 · 59th

  • IND $12M
  • IND 218
  • IND 59th
  • IND 401(k)
  • IND near Smoothie King 401(k) Plan & Trust
  • IND ind #3508

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 Real Estate retirement plans → · Plans in Massachusetts →

Churchill Forge, Inc. 401(k) Plan in the asset neighbourhood

Churchill Forge, Inc. 401(k) PlanChurchill Forge, Inc. 401(k)…$12MSmoothie King 401(k) Plan & TrustSmoothie King 401(k) Plan & …$12MAutomox, Inc. 401(k) Plan$12MChardam Gear Company, Inc. 401(k) PlanChardam Gear Company, Inc. 4…$12MWilco Peanut Company Employees Profit Sharing Plan & TrustWilco Peanut Company Employe…$12M
End-of-year total assets ($M) among Churchill Forge, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN042945628
Plan Effective Date1994-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Churchill Forge, Inc.)

Sponsor-wide plan assets over time

All Churchill Forge, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.714646998914944% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.53M $11.8M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 213 $9M
2023 1 208 $10M
2024 1 218 $12M

Nearby 401(k) Plans in Massachusetts

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

Churchill Forge, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Churchill Forge, Inc. 401(k) Plan, Total assets ($B): 0.011827804 · Participants: 218Churchill Forge, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Churchill Forge, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Churchill Forge, Inc. 401(k) Plan side-by-side with 3 peers →

Churchill Forge, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Smoothie King 401(k) Plan & Trust in TX ($12M); by covered participants it is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Churchill Forge, Inc. 401(k) Plan assets move in 2024? ▼
Churchill Forge, Inc. 401(k) Plan grew sharply - up 15.3% during 2024, from $10M to $12M. Reported net income was $2M.
How have Churchill Forge, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Churchill Forge, Inc.'s sponsor-wide assets grew 38.7%, from $9M to $12M.
Which 401(k) plans are similar in size to Churchill Forge, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smoothie King 401(k) Plan & Trust in TX ($12M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Churchill Forge, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants, $9M 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 042945628.

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.