401(k)
2024 plan-year 401(k) DOL Form 5500

Forest Properties Co., Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Forest Properties Co., Inc. · Massachusetts · Real Estate

What the 2023 filing shows

Forest Properties Co., Inc. 401(k) Plan holds $9M for 105 participants — about $83,559 per participant, up 19.2% over the 2024 plan year.

$9M
total plan assets (2024 EOY)
105
covered participants
$83,559
avg assets per participant
+19.2%
assets growth YoY
Total Assets (2023)
$9M
Participants
105
Industry
Real Estate

What the Filing Says About Forest Properties Co., Inc. 401(k) Plan

Forest Properties Co., Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Forest Properties Co., Inc., headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 105 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 043024481, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2024 to $9M at year-end — a gain of 19.2%. Net assets (after liabilities) closed the year at $9M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$1M
Plan Type401(k)
Employer EIN043024481
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forest Properties Co., Inc.)

Year Plans Participants Total Assets
2022 1 108 $6M
2023 1 107 $7M
2024 1 105 $9M

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Frequently Asked Questions

How much money is in the Forest Properties Co., Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Forest Properties Co., Inc. 401(k) Plan holds $9M in total assets with 105 participants. It is sponsored by Forest Properties Co., Inc..
What type of plan is Forest Properties Co., Inc. 401(k) Plan?
Forest Properties Co., Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 043024481.
Who sponsors the Forest Properties Co., Inc. 401(k) Plan?
Forest Properties Co., Inc. 401(k) Plan is sponsored by Forest Properties Co., Inc., located in Massachusetts. The sponsor's EIN is 043024481 and the plan operates in the Real Estate industry.
How did Forest Properties Co., Inc. 401(k) Plan perform in 2024?
Forest Properties Co., Inc. 401(k) Plan grew by 19.2% during 2024, moving from $7M to $9M in total assets. Net income was $1M.
Where can I find official filings for Forest Properties Co., Inc. 401(k) Plan?
Official Form 5500 filings for Forest Properties Co., Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 043024481 or plan name at efast.dol.gov.
How does Forest Properties Co., Inc. 401(k) Plan compare to other plans?
You can compare Forest Properties Co., Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 043024481.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.