401(k) · DOL Form 5500 · 2024
Forester Capital, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $573,190
- Avg per participant High balance/head
Official DOL plan name: Forester Capital, L.L.C. 401(k) Plan · Sponsored by Forester Capital, L.L.C. · Connecticut · Finance & Insurance
$4M in assets, 7 participants
Forester Capital, L.L.C.'s Forester Capital, L.L.C. 401(k) Plan reported $4M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.
- #2,167 in Finance & Insurance (8,549 peers)
Forester Capital, L.L.C. multi-year trail
Forester Capital, L.L.C.'s plans moved +19.0% in assets from 2022 to 2024; this filing shows Forester Capital, L.L.C. 401(k) Plan at $4M / 7 participants.
- #2,167
- in Finance & Insurance (8,549 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Forester Capital, L.L.C. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Forester Capital, L.L.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,012,331 38th percentile higher than 38% 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
Forester Capital, L.L.C. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forester Capital, L.L.C. 401(k) Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Forester Capital, L.L.C. 401(k) Plan reported net income fell from $672K in the plan year 2023 filing to -$31K in the plan year 2024 filing.
- Forester Capital, L.L.C. 401(k) Plan reported participants fell from 17 in the plan year 2023 filing to 7 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 134079777 · Forester Capital, L.L.C. PY 2024 · 401(k)
Forester Capital, L.L.C. 401(k) Plan · $4M · 7 · 38th
- VS-ST $4M
- VS-ST 7
- VS-ST 38th
- VS-ST 401(k)
- VS-ST near Hmf 401(k) Plan
- VS-ST ind #2167
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 Connecticut →
Forester Capital, L.L.C. 401(k) Plan in the asset neighbourhood
Forester Capital, L.L.C. multi-year asset trail
Sponsor-wide plan assets over time
All Forester Capital, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 19.01050866269859% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $3M |
| 2023 | 1 | 17 | $4M |
| 2024 | 1 | 7 | $4M |
Forester Capital, L.L.C. filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$31K |
| Employer EIN | 134079777 |
| Plan Effective Date | 2011-05-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Forester Capital, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Hmf 401(k) Plan in CA ($4M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Hmf 401(k) Plan (CA) $4M · 114
- Swim 401(k) Plan (CA) $4M · 89
- M & M American Inc 401(k) Profit Sharing Plan and Trust (OH) $4M · 28
- Aronauer & Yudell 401(k) Plan (NY) $4M · 3
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
- Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
- Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.