401(k) · DOL Form 5500 · 2024

Ellevest, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
89
Participants Small participant base
47th
Percentile by assets National rank
$73,435
Avg per participant Below avg balance/head
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Official DOL plan name: Forus 401(k) · Sponsored by Ellevest, Inc. · New York · Finance & Insurance

$7M in assets, 89 participants

Ellevest, Inc.'s Forus 401(k) reported $7M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,753 in Finance & Insurance (8,549 peers)

Ellevest, Inc. multi-year trail

Ellevest, Inc.'s plans moved +60.8% in assets from 2022 to 2024; this filing shows Forus 401(k) at $7M / 89 participants.

#2,753
in Finance & Insurance (8,549 peers)
+24.7%
assets growth YoY

Forus 401(k)'s mid-pack asset rank among Finance & Insurance and all filers

Forus 401(k) vs every filed plan by assets

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

$6,535,758 47th percentile higher than 47% 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

Forus 401(k) among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forus 401(k) is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forus 401(k) end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Forus 401(k) reported participants fell from 114 in the plan year 2023 filing to 89 in the plan year 2024 filing.
  • Forus 401(k) reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472458326 · Ellevest, Inc. PY 2024 · 401(k)

Forus 401(k) · $7M · 89 · 47th

  • TYPE $7M
  • NET 89
  • BOOK 47th
  • VS-ST 401(k)
  • BOY near Access, Inc. 401(k) Profit Sharing Plan
  • SCH ind #2753

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 Finance & Insurance retirement plans → · Plans in New York →

Forus 401(k) in the asset neighbourhood

Forus 401(k)$7MAccess, Inc. 401(k) Profit Sharing PlanAccess, Inc. 401(k) Profit S…$7MLogistic Specialties, Inc. 401(k) PlanLogistic Specialties, Inc. 4…$7MRightway Fasteners, Inc. Retirement Savings PlanRightway Fasteners, Inc. Ret…$7MMagnetika, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Forus 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ellevest, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ellevest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 60.785249522804875% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.06M $6.54M ▲ +61.1%
Year Plans Participants Total Assets
2022 1 101 $4M
2023 1 114 $5M
2024 1 89 $7M

Ellevest, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN472458326
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Forus 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Forus 401(k), Total assets ($B): 0.006535758 · Participants: 89Forus 401(k)IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Forus 401(k) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Forus 401(k) side-by-side with 3 peers →

Forus 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Access, Inc. 401(k) Profit Sharing Plan in WI ($7M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Forus 401(k) assets move in 2024? ▼
Forus 401(k) grew sharply - up 24.7% during 2024, from $5M to $7M. Reported net income was $1M.
How have Ellevest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellevest, Inc.'s sponsor-wide assets grew 60.8%, from $4M to $7M.
Which 401(k) plans are similar in size to Forus 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Access, Inc. 401(k) Profit Sharing Plan in WI ($7M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Forus 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants, $20M 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 472458326.

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.