Defined Benefit (Pension) · DOL Form 5500 · 2024

Forbes Associates Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$566,490
Avg per participant High balance/head
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Official DOL plan name: Forbes Associates Inc. Defined Benefit Pension Plan · Sponsored by Forbes Associates Inc. · California · Real Estate

$1M in assets, 2 participants

Forbes Associates Inc.'s Forbes Associates Inc. Defined Benefit Pension Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,903 in Real Estate (4,605 peers)

What the 2024 filing shows

Forbes Associates Inc. Defined Benefit Pension Plan holds $1M for 2 participants - about $566,490 per participant, among the smaller plans by assets on file.

#1,903
in Real Estate (4,605 peers)
+4.4%
assets growth YoY

Forbes Associates Inc. Defined Benefit Pension Plan among the smaller filed plans by assets

Forbes Associates Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$1,132,980 24th percentile higher than 24% 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

Forbes Associates Inc. Defined Benefit Pension 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. Forbes Associates Inc. Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forbes Associates Inc. Defined Benefit Pension Plan reported net income rose from $39K in the plan year 2023 filing to $48K in the plan year 2024 filing.
  • Forbes Associates Inc. Defined Benefit Pension Plan end-of-year assets 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 953874276 · Forbes Associates Inc. PY 2024 · Defined Benefit (Pension)

Forbes Associates Inc. Defined Benefit Pension Plan · $1M · 2 · 24th

  • NET $1M
  • NET 2
  • NET 24th
  • NET Defined Benefit (Pension)
  • NET near Nci Group, Inc. Ambridge Hourly Employees Pension Plan
  • NET ind #1903

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 Real Estate retirement plans → · Plans in California →

Forbes Associates Inc. Defined Benefit Pension Plan in the asset neighbourhood

Nci Group, Inc. Ambridge Hourly Employees Pension PlanNci Group, Inc. Ambridge Hou…$1MSocial Studies Defined Benefit Pension PlanSocial Studies Defined Benef…$1MAltium Packaging LP Salaried Pension PlanAltium Packaging LP Salaried…$1MForbes Associates Inc. Defined Benefit Pension PlanForbes Associates Inc. Defin…$1MA.N. Deringer, Inc. Restated Pension PlanA.N. Deringer, Inc. Restated…$1M
End-of-year total assets ($M) among Forbes Associates Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$48K
Employer EIN953874276
Plan Effective Date2016-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forbes Associates Inc.)

Sponsor-wide plan assets over time

All Forbes Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.336823504437776% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M 202220232024 $1.05M $1.13M ▲ +7.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Forbes Associates Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Forbes Associates Inc. Defined Benefit Pension Plan, Total assets ($B): 0.00113298 · Participants: 2Forbes Associates Inc. Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Forbes Associates Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Forbes Associates Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Forbes Associates Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Nci Group, Inc. Ambridge Hourly Employees Pension Plan in MO ($1M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Forbes Associates Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Forbes Associates Inc. Defined Benefit Pension Plan edged up modestly - up 4.4% during 2024, from $1M to $1M. Reported net income was $48K.
How have Forbes Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forbes Associates Inc.'s sponsor-wide assets grew 8.3%, from $1M to $1M.
Where does Forbes Associates Inc. Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Forbes Associates Inc. Defined Benefit Pension Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Forbes Associates Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nci Group, Inc. Ambridge Hourly Employees Pension Plan in MO ($1M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Forbes Associates Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A 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 953874276.

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.