401(k) · DOL Form 5500 · 2024

Forrest Solutions Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
4,490
Participants Above avg headcount
53rd
Percentile by assets National rank
$1,925
Avg per participant Low balance/head
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Official DOL plan name: Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Forrest Solutions Inc · New York · Healthcare & Social Assistance

$9M in assets, 4,490 participants

Forrest Solutions Inc's Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 4,490 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,789 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust covers 4,490 participants in New York, 5.6x the typical New York plan (state average ~798 per filing). Assets: $9M.

#9,789
in Healthcare & Social Assistance (16,916 peers)
+48.4%
assets growth YoY

Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$8,644,709 Top 47% higher than 53% 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

Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust lands in the large band (4,490 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 3,452 in the plan year 2023 filing to 4,490 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261281755 · Forrest Solutions Inc PY 2024 · 401(k)

Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust · $9M · 4,490 · 53rd

  • 5500 $9M
  • 5500 4,490
  • 5500 53rd
  • 5500 401(k)
  • 5500 near Lakeside Bottling Company Retirement Savings Plan
  • 5500 ind #9789

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Yellowjacket Oilfield Services 401(k) PlanYellowjacket Oilfield Servic…$9MForrest Solutions, Inc. 401(k) Profit Sharing Plan and TrustForrest Solutions, Inc. 401(…$9MLakeside Bottling Company Retirement Savings PlanLakeside Bottling Company Re…$9MNew Carbon Company, LLC 401(k) Retirement PlanNew Carbon Company, LLC 401(…$9MPaymax Services, Inc. 401(k) Profit Sharing PlanPaymax Services, Inc. 401(k)…$9M
End-of-year total assets ($M) among Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN261281755
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forrest Solutions Inc)

Sponsor-wide plan assets over time

All Forrest Solutions Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 120.73117204410073% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.92M $8.64M ▲ +120.4%
Year Plans Participants Total Assets
2022 1 1,312 $4M
2023 1 3,452 $6M
2024 1 4,490 $9M

Nearby 401(k) Plans in New York

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

Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.008644709 · Participants: 4490Forrest Solutions, Inc. 401(k) Profit Sharing Plan and TrustIBM 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
Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lakeside Bottling Company Retirement Savings Plan in WI ($9M); by covered participants it is The Facilities Group 401(k) Plan in FL (4,489 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,490 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 Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust surged - up 48.4% during 2024, from $6M to $9M. Reported net income was $3M.
How have Forrest Solutions Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forrest Solutions Inc's sponsor-wide assets grew 120.7%, from $4M to $9M.
Which 401(k) plans are similar in size to Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lakeside Bottling Company Retirement Savings Plan in WI ($9M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Forrest Solutions, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Facilities Group 401(k) Plan in FL (4,489 participants, $10M 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 261281755.

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.