401(k) · DOL Form 5500 · 2024

Forge Consulting, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 130
Participants Small participant base: 61st
Percentile by assets National rank: $96,154
Avg per participant Below avg balance/head

Official DOL plan name: Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Forge Consulting, LLC · Georgia · Professional & Technical Services

$12M in assets, 130 participants

Forge Consulting, LLC's Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

#11,946 in Professional & Technical Services (20,173 peers)

Coverage in Georgia

Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust covers 130 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.

#11,946
in Professional & Technical Services (20,173 peers): +33.5%
assets growth YoY

Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$12,499,990 Top 39% higher than 61% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust 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. Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (130 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 270041577 · Forge Consulting, LLC PY 2024 · 401(k)

Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust · $12M · 130 · 61st

NET $12M
NET 130
NET 61st
NET 401(k)
NET near Sondermind, Inc. 401(k) Plan
NET ind #11946

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 Professional & Technical Services retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$12M
Net Income	$3M
Employer EIN	270041577
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
Delta 401(k) Retirement Plan $19.0B · 89,836
Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
UPS 401(k) Savings Plan $14.2B · 95,250
The Home Depot Futurebuilder $14.1B · 398,464

Compare Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Sondermind, Inc. 401(k) Plan in CO ($13M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Sondermind, Inc. 401(k) Plan (CO) $13M · 275
Bowe Systec North America 401(k) (NC) $12M · 99
The Bva Group LLC 401(k) Profit Sharing Plan (TX) $13M · 52
U.S. Engine Valve Company 401(k) Plan (SC) $13M · 269

Similar participant headcount

Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.

Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust (NY) 130 · 0 off
Hni Risk Services 401(k) Plan (MI) 130 · 0 off
Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 130 · 0 off
Paragon Legal Group LLC 401(k) Plan (CA) 130 · 0 off

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 Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust surged - up 33.5% during 2024, from $9M to $12M. Reported net income was $3M.

Which 401(k) plans are similar in size to Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Sondermind, Inc. 401(k) Plan in CO ($13M, 275 participants).

Which 401(k) plans cover a similar participant headcount to Forge Consulting, LLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 270041577.