Plan Ledger DOL Form 5500 · updated monthly

Forgerock US, Inc.401(k)

FORGEROCK 401(K) PLAN · SAN FRANCISCO, CA · plan year 2023

Reported admin expense ratio · 2023
0.00%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Forgerock US, Inc. reported $365 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,973 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.03% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other information & media employers. By assets it is the 2,074th-largest of 9,483 plans among California employers on file, and the 615th of 2,199 in information & media. In 2023, employees put in $5.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,269,139
Participants with balances660
Active participants438
Employer contributions$1,302,380
Employee contributions$7,366,132
Employer contribution per active participant$2,973
Average account balance$62,529
Benefits paid to participants$2,945,443
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $31K emplr
2023$41.3M · 660 accts · $1.3M emplr
2022$29.1M · 653 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$365
Total administrative$365
The Forgerock US, Inc. 401(k) match · 2023
Employer contribution per active participant$2,973
Median for plans this size$2,440
2023$2,973 per active participant
2022$2,724 per active participant

Forgerock US, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$365 · 0.00%
2022$8,722 · 0.03%
Same employer
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Tekworks, Inc. CA$42.0M · 0.22%
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Castlight Health, Inc. CA$41.4M · 0.17%
Imax Corporation CA$40.7M · 0.14%
Blt Communications, LLC CA$40.7M · 0.32%
Linden Research Inc. CA$40.4M · 0.13%
Degree, Inc. CA$39.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272710676 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.