401(k) · DOL Form 5500 · 2024
Forcht Group, Inc 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 1,637
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $33,593
- Avg per participant Low balance/head
Official DOL plan name: Forcht Group of Kentucky Savings Plan · Sponsored by Forcht Group, Inc · Kentucky · Finance & Insurance
$55M in assets, 1,637 participants
Forcht Group, Inc's Forcht Group of Kentucky Savings Plan reported $55M in total assets and 1,637 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,582 in Finance & Insurance (8,549 peers)
Coverage in Kentucky
Forcht Group of Kentucky Savings Plan covers 1,637 participants in Kentucky, 2.5x the typical Kentucky plan (state average ~647 per filing). Assets: $55M.
- #6,582
- in Finance & Insurance (8,549 peers)
- +13.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Forcht Group of Kentucky Savings Plan's outsized position by total assets
Forcht Group of Kentucky Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,992,116 Top 15% higher than 85% 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
Forcht Group of Kentucky Savings Plan'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. Forcht Group of Kentucky Savings Plan lands in the large band (1,637 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Forcht Group of Kentucky Savings Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Forcht Group of Kentucky Savings Plan end-of-year assets rose from $49M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Forcht Group of Kentucky Savings Plan reported participants fell from 1,690 in the plan year 2023 filing to 1,637 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 452579770 · Forcht Group, Inc PY 2024 · 401(k)
Forcht Group of Kentucky Savings Plan · $55M · 1,637 · 85th
- BOOK $55M
- BOOK 1,637
- BOOK 85th
- BOOK 401(k)
- BOOK near Johnson & Johnson, Inc. Profit Sharing Plan
- BOOK ind #6582
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 Kentucky →
Forcht Group of Kentucky Savings Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $6M |
| Employer EIN | 452579770 |
| Plan Effective Date | 1999-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forcht Group, Inc)
Sponsor-wide plan assets over time
All Forcht Group, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 33.263209064942174% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,631 | $41M |
| 2023 | 1 | 1,690 | $49M |
| 2024 | 1 | 1,637 | $55M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
Forcht Group of Kentucky Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Johnson & Johnson, Inc. Profit Sharing Plan in SC ($55M); by covered participants it is Swarovski Employee Retirement Savings Plan in RI (1,637 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Johnson & Johnson, Inc. Profit Sharing Plan (SC) $55M · 518
- Thrive Peo 401(k) Plan (OK) $55M · 606
- Thrive Operations, LLC 401(k) Plan (MA) $55M · 805
- Hooper, Lundy & Bookman, Inc. 401(k) Plan (CA) $55M · 98
Similar participant headcount
Nearest other-state filings by covered participants (1,637 participants); asset peers above are excluded.
- Swarovski Employee Retirement Savings Plan (RI) 1,637 · 0 off
- Encore Wire Corporation 401(k) Profit Sharing Plan (TX) 1,637 · 0 off
- Piedmont Airlines Inc. 401(k) Savings Plan for Pilots (MD) 1,637 · 0 off
- Cygnus Home Service Retirement Savings Plan (MN) 1,636 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.