401(k) · DOL Form 5500 · 2024

Premier Forge Group, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
165
Participants Small participant base
68th
Percentile by assets National rank
$106,085
Avg per participant Below avg balance/head
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Official DOL plan name: Premier Forge Group Non-Union 401(k) Plan · Sponsored by Premier Forge Group, LLC · Indiana · Other Services

$18M in assets, 165 participants

Premier Forge Group, LLC's Premier Forge Group Non-Union 401(k) Plan reported $18M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,326 in Other Services (7,719 peers)

Coverage in Indiana

Premier Forge Group Non-Union 401(k) Plan covers 165 participants in Indiana, about 30% of the average Indiana filer (state average ~541 per filing). Assets: $18M.

#6,326
in Other Services (7,719 peers)
+17.6%
assets growth YoY

Premier Forge Group Non-Union 401(k) Plan's outsized position by total assets

Premier Forge Group Non-Union 401(k) Plan vs every filed plan by assets

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

$17,504,044 Top 32% higher than 68% 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

Premier Forge Group Non-Union 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. Premier Forge Group Non-Union 401(k) Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Premier Forge Group Non-Union 401(k) Plan reported net income rose from $858K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Premier Forge Group Non-Union 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Premier Forge Group Non-Union 401(k) Plan reported participants fell from 177 in the plan year 2023 filing to 165 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 834343140 · Premier Forge Group, LLC PY 2024 · 401(k)

Premier Forge Group Non-Union 401(k) Plan · $18M · 165 · 68th

  • EIN $18M
  • RANK 165
  • PHOTO 68th
  • IND 401(k)
  • EOY near Watson, Farley & Williams LLP 401(k) Employee Savings & Profit
  • 5500 ind #6326

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 Indiana →

Premier Forge Group Non-Union 401(k) Plan in the asset neighbourhood

Samuel Shapiro & Co., Inc. Profit Sharing TrustSamuel Shapiro & Co., Inc. P…$18MPremier Forge Group Non-Union 401(k) PlanPremier Forge Group Non-Unio…$18MWatson, Farley & Williams LLP 401(k) Employee Savings & ProfitWatson, Farley & Williams LL…$18MOntellus 401(k) Plan$18MJames W. Fowler Co. 401(k) Profit Sharing PlanJames W. Fowler Co. 401(k) P…$18M
End-of-year total assets ($M) among Premier Forge Group Non-Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN834343140
Plan Effective Date2019-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Premier Forge Group, LLC)

Sponsor-wide plan assets over time

All Premier Forge Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 76.43674325011759% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.1M $30.1M ▲ +76.4%
Year Plans Participants Total Assets
2022 2 334 $17M
2023 2 334 $19M
2024 5 724 $30M

Nearby 401(k) Plans in Indiana

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

Premier Forge Group Non-Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Premier Forge Group Non-Union 401(k) Plan, Total assets ($B): 0.017504044 · Participants: 165Premier Forge Group Non-Union 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Premier Forge Group Non-Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Premier Forge Group Non-Union 401(k) Plan side-by-side with 3 peers →

Premier Forge Group Non-Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Watson, Farley & Williams LLP 401(k) Employee Savings & Profit in NY ($18M); by covered participants it is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Premier Forge Group Non-Union 401(k) Plan assets move in 2024? ▼
Premier Forge Group Non-Union 401(k) Plan grew sharply - up 17.6% during 2024, from $15M to $18M. Reported net income was $3M.
How have Premier Forge Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Premier Forge Group, LLC's sponsor-wide assets grew 76.4%, from $17M to $30M.
Which 401(k) plans are similar in size to Premier Forge Group Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watson, Farley & Williams LLP 401(k) Employee Savings & Profit in NY ($18M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Premier Forge Group Non-Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is One Off Hospitality Group, Ltd. 401(k) Plan in IL (165 participants, $3M 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 834343140.

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.