How big is Peter FORG Mfg. Co.'s plan?

Peter FORG Mfg. Co.'s plan reported $3.3M in assets and 13 participants for 2024.

Original filing (PDF)20250428113909NAL0019655152001

Peter FORG Mfg. Co.

Name: Peter FORG Mfg. Co. — Peter FORG Mfg. Co. Retirement, Form 5500 (2024)
Creator: Peter FORG Mfg. Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peter FORG Mfg. Co. Retirement Trust

401(k) retirement plan · Peter FORG Mfg. Co.'s Peter FORG Mfg. Co. Retirement Trust held $3.3M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

David FORG signed Peter FORG Mfg. Co.'s 2024 Form 5500 as plan administrator.

David FORG — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peter FORG Mfg. Co.'s EIN is 04-1336230.

EIN 04-1336230

Plan number 001

Plan year 2024

ACK ID 20250428113909NAL0019655152001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter FORG Mfg. Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter FORG Mfg. Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PETER FORG MFG. CO.

EIN

all filings

Address

P.O. BOX 433 · SOMERVILLE, MA · 021430433

Phone

(617) 625-0337

Industry

Manufacturing

Plan administrator