401(k) · DOL Form 5500 · 2024
Forward Service Corporation 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 305
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $72,373
- Avg per participant Below avg balance/head
Official DOL plan name: Forward Service Corporation 401(k) Plan · Sponsored by Forward Service Corporation · Wisconsin · Administrative & Support Services
$22M in assets, 305 participants
Forward Service Corporation's Forward Service Corporation 401(k) Plan reported $22M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #3,736 in Administrative & Support Services (4,368 peers)
Forward Service Corporation multi-year trail
Forward Service Corporation's plans moved +24.4% in assets from 2022 to 2024; this filing shows Forward Service Corporation 401(k) Plan at $22M / 305 participants.
- #3,736
- in Administrative & Support Services (4,368 peers)
- +16.7%
- assets growth YoY
Forward Service Corporation 401(k) Plan's outsized position by total assets
Forward Service Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,073,631 Top 28% higher than 72% 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
Forward Service Corporation 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forward Service Corporation 401(k) Plan sits mid-pack in the medium band (305 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Forward Service Corporation 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Forward Service Corporation 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Forward Service Corporation 401(k) Plan reported participants rose from 295 in the plan year 2023 filing to 305 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 391342890 · Forward Service Corporation PY 2024 · 401(k)
Forward Service Corporation 401(k) Plan · $22M · 305 · 72nd
- IND $22M
- IND 305
- IND 72nd
- IND 401(k)
- IND near Bellavance Beverage Co., LLC Profit Sharing Plan
- IND ind #3736
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 Administrative & Support Services retirement plans → · Plans in Wisconsin →
Forward Service Corporation 401(k) Plan in the asset neighbourhood
Forward Service Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Forward Service Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 24.41519680886651% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 306 | $18M |
| 2023 | 1 | 295 | $19M |
| 2024 | 1 | 305 | $22M |
Forward Service Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 391342890 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Forward Service Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Bellavance Beverage Co., LLC Profit Sharing Plan in NH ($22M); by covered participants it is Ineight Inc. 401(k) Plan in AZ (305 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (305 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.