Forklifts Inc.
Plan context: FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN
EIN 23-1472196 • Waco, TX • 60 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
97
2024 Assets
$3,100,969
2024 Contributions
$49,521
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 97 | $3,100,969 | $49,521 | $511iApproximate average salary by contribution assumption: employee only about $12,763 at 4% or $8,509 at 6%; with 50% employer match about $8,509 at 4% or $5,673 at 6%; with 100% employer match about $6,382 at 4% or $4,254 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 97 | $3,100,969 | $49,521 | $511iApproximate average salary by contribution assumption: employee only about $12,763 at 4% or $8,509 at 6%; with 50% employer match about $8,509 at 4% or $5,673 at 6%; with 100% employer match about $6,382 at 4% or $4,254 at 6%. |
| 2023 | 1 | 95 | $2,849,867 | $64,465 | $679iApproximate average salary by contribution assumption: employee only about $16,964 at 4% or $11,310 at 6%; with 50% employer match about $11,310 at 4% or $7,540 at 6%; with 100% employer match about $8,482 at 4% or $5,655 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 95 | $2,849,867 | $64,465 | $679iApproximate average salary by contribution assumption: employee only about $16,964 at 4% or $11,310 at 6%; with 50% employer match about $11,310 at 4% or $7,540 at 6%; with 100% employer match about $8,482 at 4% or $5,655 at 6%. |
| 2022 | 1 | 91 | $2,564,248 | $58,687 | $645iApproximate average salary by contribution assumption: employee only about $16,123 at 4% or $10,749 at 6%; with 50% employer match about $10,749 at 4% or $7,166 at 6%; with 100% employer match about $8,061 at 4% or $5,374 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 91 | $2,564,248 | $58,687 | $645iApproximate average salary by contribution assumption: employee only about $16,123 at 4% or $10,749 at 6%; with 50% employer match about $10,749 at 4% or $7,166 at 6%; with 100% employer match about $8,061 at 4% or $5,374 at 6%. |
| 2021 | 1 | 88 | $2,992,412 | $52,358 | $595iApproximate average salary by contribution assumption: employee only about $14,874 at 4% or $9,916 at 6%; with 50% employer match about $9,916 at 4% or $6,611 at 6%; with 100% employer match about $7,437 at 4% or $4,958 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 88 | $2,992,412 | $52,358 | $595iApproximate average salary by contribution assumption: employee only about $14,874 at 4% or $9,916 at 6%; with 50% employer match about $9,916 at 4% or $6,611 at 6%; with 100% employer match about $7,437 at 4% or $4,958 at 6%. |
| 2020 | 1 | 88 | $2,635,508 | $109,411 | $1,243iApproximate average salary by contribution assumption: employee only about $31,083 at 4% or $20,722 at 6%; with 50% employer match about $20,722 at 4% or $13,815 at 6%; with 100% employer match about $15,541 at 4% or $10,361 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 88 | $2,635,508 | $109,411 | $1,243iApproximate average salary by contribution assumption: employee only about $31,083 at 4% or $20,722 at 6%; with 50% employer match about $20,722 at 4% or $13,815 at 6%; with 100% employer match about $15,541 at 4% or $10,361 at 6%. |
| 2019 | 1 | 90 | $2,359,587 | $129,649 | $1,441iApproximate average salary by contribution assumption: employee only about $36,014 at 4% or $24,009 at 6%; with 50% employer match about $24,009 at 4% or $16,006 at 6%; with 100% employer match about $18,007 at 4% or $12,005 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 90 | $2,359,587 | $129,649 | $1,441iApproximate average salary by contribution assumption: employee only about $36,014 at 4% or $24,009 at 6%; with 50% employer match about $24,009 at 4% or $16,006 at 6%; with 100% employer match about $18,007 at 4% or $12,005 at 6%. |
| 2018 | 1 | 82 | $1,941,440 | $44,900 | $548iApproximate average salary by contribution assumption: employee only about $13,689 at 4% or $9,126 at 6%; with 50% employer match about $9,126 at 4% or $6,084 at 6%; with 100% employer match about $6,845 at 4% or $4,563 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 82 | $1,941,440 | $44,900 | $548iApproximate average salary by contribution assumption: employee only about $13,689 at 4% or $9,126 at 6%; with 50% employer match about $9,126 at 4% or $6,084 at 6%; with 100% employer match about $6,845 at 4% or $4,563 at 6%. |
| 2017 | 1 | 79 | $2,018,274 | $124,700 | $1,578iApproximate average salary by contribution assumption: employee only about $39,462 at 4% or $26,308 at 6%; with 50% employer match about $26,308 at 4% or $17,539 at 6%; with 100% employer match about $19,731 at 4% or $13,154 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 79 | $2,018,274 | $124,700 | $1,578iApproximate average salary by contribution assumption: employee only about $39,462 at 4% or $26,308 at 6%; with 50% employer match about $26,308 at 4% or $17,539 at 6%; with 100% employer match about $19,731 at 4% or $13,154 at 6%. |
| 2016 | 1 | 76 | $1,684,357 | $0 | - |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 76 | $1,684,357 | - | - |
| 2015 | 1 | 76 | $1,591,345 | $32,473 | $427iApproximate average salary by contribution assumption: employee only about $10,682 at 4% or $7,121 at 6%; with 50% employer match about $7,121 at 4% or $4,748 at 6%; with 100% employer match about $5,341 at 4% or $3,561 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 76 | $1,591,345 | $32,473 | $427iApproximate average salary by contribution assumption: employee only about $10,682 at 4% or $7,121 at 6%; with 50% employer match about $7,121 at 4% or $4,748 at 6%; with 100% employer match about $5,341 at 4% or $3,561 at 6%. |
| 2014 | 1 | 73 | $1,569,170 | $66,465 | $910iApproximate average salary by contribution assumption: employee only about $22,762 at 4% or $15,175 at 6%; with 50% employer match about $15,175 at 4% or $10,116 at 6%; with 100% employer match about $11,381 at 4% or $7,587 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 73 | $1,569,170 | $66,465 | $910iApproximate average salary by contribution assumption: employee only about $22,762 at 4% or $15,175 at 6%; with 50% employer match about $15,175 at 4% or $10,116 at 6%; with 100% employer match about $11,381 at 4% or $7,587 at 6%. |
| 2013 | 1 | 73 | $1,417,265 | $98,516 | $1,350iApproximate average salary by contribution assumption: employee only about $33,738 at 4% or $22,492 at 6%; with 50% employer match about $22,492 at 4% or $14,995 at 6%; with 100% employer match about $16,869 at 4% or $11,246 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 73 | $1,417,265 | $98,516 | $1,350iApproximate average salary by contribution assumption: employee only about $33,738 at 4% or $22,492 at 6%; with 50% employer match about $22,492 at 4% or $14,995 at 6%; with 100% employer match about $16,869 at 4% or $11,246 at 6%. |
| 2012 | 2 | 68 | $1,106,905 | $724,122 | $10,649iApproximate average salary by contribution assumption: employee only about $266,221 at 4% or $177,481 at 6%; with 50% employer match about $177,481 at 4% or $118,321 at 6%; with 100% employer match about $133,111 at 4% or $88,740 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 68 | $1,106,905 | $70,994 | $1,044iApproximate average salary by contribution assumption: employee only about $26,101 at 4% or $17,400 at 6%; with 50% employer match about $17,400 at 4% or $11,600 at 6%; with 100% employer match about $13,050 at 4% or $8,700 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 0 | - | $653,128 | - |
| 2011 | 2 | 284 | $12,959,515 | $1,097,974 | $3,866iApproximate average salary by contribution assumption: employee only about $96,653 at 4% or $64,435 at 6%; with 50% employer match about $64,435 at 4% or $42,957 at 6%; with 100% employer match about $48,326 at 4% or $32,218 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 284 | $12,026,086 | $986,888 | $3,475iApproximate average salary by contribution assumption: employee only about $86,874 at 4% or $57,916 at 6%; with 50% employer match about $57,916 at 4% or $38,611 at 6%; with 100% employer match about $43,437 at 4% or $28,958 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 67 | $933,429 | $111,086 | $1,658iApproximate average salary by contribution assumption: employee only about $41,450 at 4% or $27,633 at 6%; with 50% employer match about $27,633 at 4% or $18,422 at 6%; with 100% employer match about $20,725 at 4% or $13,817 at 6%. |
| 2010 | 5 | 289 | $13,464,745 | $1,019,529 | $3,528iApproximate average salary by contribution assumption: employee only about $88,195 at 4% or $58,796 at 6%; with 50% employer match about $58,796 at 4% or $39,198 at 6%; with 100% employer match about $44,097 at 4% or $29,398 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 289 | $12,652,546 | $886,523 | $3,068iApproximate average salary by contribution assumption: employee only about $76,689 at 4% or $51,126 at 6%; with 50% employer match about $51,126 at 4% or $34,084 at 6%; with 100% employer match about $38,344 at 4% or $25,563 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 58 | $812,199 | $133,006 | $2,293iApproximate average salary by contribution assumption: employee only about $57,330 at 4% or $38,220 at 6%; with 50% employer match about $38,220 at 4% or $25,480 at 6%; with 100% employer match about $28,665 at 4% or $19,110 at 6%. |
| Forklifts Inc Health Insurance Plan | - | 0 | - | - | - |
| Forklifts Inc. Life Insurance Plan | - | 0 | - | - | - |
| Forklifts Inc. Long-Term Disability Income Plan | - | 0 | - | - | - |
| 2009 | 5 | 319 | $11,639,886 | $1,046,129 | $3,279iApproximate average salary by contribution assumption: employee only about $81,985 at 4% or $54,657 at 6%; with 50% employer match about $54,657 at 4% or $36,438 at 6%; with 100% employer match about $40,993 at 4% or $27,328 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 281 | $11,027,596 | $906,391 | $3,226iApproximate average salary by contribution assumption: employee only about $80,640 at 4% or $53,760 at 6%; with 50% employer match about $53,760 at 4% or $35,840 at 6%; with 100% employer match about $40,320 at 4% or $26,880 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 58 | $612,290 | $139,738 | $2,409iApproximate average salary by contribution assumption: employee only about $60,232 at 4% or $40,155 at 6%; with 50% employer match about $40,155 at 4% or $26,770 at 6%; with 100% employer match about $30,116 at 4% or $20,077 at 6%. |
| Forklifts Inc. Long-Term Disability Income Plan | - | 311 | - | - | - |
| Forklifts Inc. Life Insurance Plan | - | 319 | - | - | - |
| Forklifts Inc Health Insurance Plan | - | 221 | - | - | - |
| 2008 | 2 | 322 | $9,234,374 | $1,253,098 | $3,892iApproximate average salary by contribution assumption: employee only about $97,290 at 4% or $64,860 at 6%; with 50% employer match about $64,860 at 4% or $43,240 at 6%; with 100% employer match about $48,645 at 4% or $32,430 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 322 | $8,845,966 | $1,124,849 | $3,493iApproximate average salary by contribution assumption: employee only about $87,333 at 4% or $58,222 at 6%; with 50% employer match about $58,222 at 4% or $38,815 at 6%; with 100% employer match about $43,666 at 4% or $29,111 at 6%. |
| FORKLIFT ASSOCIATES, INC. IUOE UNION PENSION PLAN | - | 43 | $388,408 | $128,249 | $2,983iApproximate average salary by contribution assumption: employee only about $74,563 at 4% or $49,709 at 6%; with 50% employer match about $49,709 at 4% or $33,139 at 6%; with 100% employer match about $37,282 at 4% or $24,854 at 6%. |
| 2007 | 1 | 333 | $12,921,866 | $1,322,621 | $3,972iApproximate average salary by contribution assumption: employee only about $99,296 at 4% or $66,197 at 6%; with 50% employer match about $66,197 at 4% or $44,131 at 6%; with 100% employer match about $49,648 at 4% or $33,099 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 333 | $12,921,866 | $1,322,621 | $3,972iApproximate average salary by contribution assumption: employee only about $99,296 at 4% or $66,197 at 6%; with 50% employer match about $66,197 at 4% or $44,131 at 6%; with 100% employer match about $49,648 at 4% or $33,099 at 6%. |
| 2006 | 4 | 320 | $11,932,553 | $1,088,825 | $3,403iApproximate average salary by contribution assumption: employee only about $85,064 at 4% or $56,710 at 6%; with 50% employer match about $56,710 at 4% or $37,806 at 6%; with 100% employer match about $42,532 at 4% or $28,355 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 320 | $11,932,553 | $1,088,825 | $3,403iApproximate average salary by contribution assumption: employee only about $85,064 at 4% or $56,710 at 6%; with 50% employer match about $56,710 at 4% or $37,806 at 6%; with 100% employer match about $42,532 at 4% or $28,355 at 6%. |
| Forklifts Inc. Long-Term Disability Income Plan | - | 272 | - | - | - |
| Forklifts Inc. Life Insurance Plan | - | 227 | - | - | - |
| Forklifts Inc Health Insurance Plan | - | 240 | - | - | - |
| 2005 | 4 | 268 | $0 | $0 | - |
| Forklifts Inc. Life Insurance Plan | - | 229 | - | - | - |
| Forklifts Inc. Long-Term Disability Income Plan | - | 268 | - | - | - |
| Forklifts Inc Health Insurance Plan | - | 238 | - | - | - |
| Forklifts Inc. Retirement Savings Plan | - | 0 | - | - | - |
| 2004 | 4 | 407 | $9,789,447 | $995,980 | $2,447iApproximate average salary by contribution assumption: employee only about $61,178 at 4% or $40,785 at 6%; with 50% employer match about $40,785 at 4% or $27,190 at 6%; with 100% employer match about $30,589 at 4% or $20,393 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 311 | $9,789,447 | $995,980 | $3,203iApproximate average salary by contribution assumption: employee only about $80,063 at 4% or $53,375 at 6%; with 50% employer match about $53,375 at 4% or $35,583 at 6%; with 100% employer match about $40,031 at 4% or $26,688 at 6%. |
| Forklifts Inc. Life Insurance Plan | - | 212 | - | - | - |
| Forklifts Inc. Long-Term Disability Income Plan | - | 253 | - | - | - |
| Forklifts Inc Health Insurance Plan | - | 407 | - | - | - |
| 2003 | 4 | 253 | $7,993,945 | $2,507,377 | $9,911iApproximate average salary by contribution assumption: employee only about $247,765 at 4% or $165,176 at 6%; with 50% employer match about $165,176 at 4% or $110,118 at 6%; with 100% employer match about $123,882 at 4% or $82,588 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 253 | $7,993,945 | $2,507,377 | $9,911iApproximate average salary by contribution assumption: employee only about $247,765 at 4% or $165,176 at 6%; with 50% employer match about $165,176 at 4% or $110,118 at 6%; with 100% employer match about $123,882 at 4% or $82,588 at 6%. |
| Forklifts Inc. Long-Term Disability Income Plan | - | 236 | - | - | - |
| Forklifts Inc. Life Insurance Plan | - | 207 | - | - | - |
| Forklifts Inc Health Insurance Plan | - | 220 | - | - | - |
| 2002 | 3 | 180 | $4,366,544 | $536,349 | $2,980iApproximate average salary by contribution assumption: employee only about $74,493 at 4% or $49,662 at 6%; with 50% employer match about $49,662 at 4% or $33,108 at 6%; with 100% employer match about $37,246 at 4% or $24,831 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 180 | $4,366,544 | $536,349 | $2,980iApproximate average salary by contribution assumption: employee only about $74,493 at 4% or $49,662 at 6%; with 50% employer match about $49,662 at 4% or $33,108 at 6%; with 100% employer match about $37,246 at 4% or $24,831 at 6%. |
| Forklifts Inc. Life Insurance Plan | - | 175 | - | - | - |
| Forklifts Inc Health Insurance Plan | - | 156 | - | - | - |
| 2001 | 4 | 195 | $5,177,145 | $614,965 | $3,154iApproximate average salary by contribution assumption: employee only about $78,842 at 4% or $52,561 at 6%; with 50% employer match about $52,561 at 4% or $35,041 at 6%; with 100% employer match about $39,421 at 4% or $26,281 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 165 | $5,177,145 | $614,965 | $3,727iApproximate average salary by contribution assumption: employee only about $93,177 at 4% or $62,118 at 6%; with 50% employer match about $62,118 at 4% or $41,412 at 6%; with 100% employer match about $46,588 at 4% or $31,059 at 6%. |
| Forklifts Inc Health Insurance Plan | - | 172 | - | - | - |
| Forklifts Inc. Long-Term Disability Income Plan | - | 188 | - | - | - |
| Forklifts Inc. Life Insurance Plan | - | 195 | - | - | - |
| 2000 | 4 | 214 | $0 | $0 | - |
| Forklifts Inc. Life Insurance Plan | - | 200 | - | - | - |
| Forklifts Inc. Long-Term Disability Income Plan | - | 0 | - | - | - |
| Forklifts Inc Health Insurance Plan | - | 180 | - | - | - |
| Forklifts Inc. Retirement Savings Plan | - | 214 | - | - | - |
| 1999 | 4 | 198 | $5,607,850 | $480,473 | $2,427iApproximate average salary by contribution assumption: employee only about $60,666 at 4% or $40,444 at 6%; with 50% employer match about $40,444 at 4% or $26,963 at 6%; with 100% employer match about $30,333 at 4% or $20,222 at 6%. |
| Forklifts Inc. Retirement Savings Plan | - | 182 | $5,607,850 | $480,473 | $2,640iApproximate average salary by contribution assumption: employee only about $65,999 at 4% or $43,999 at 6%; with 50% employer match about $43,999 at 4% or $29,333 at 6%; with 100% employer match about $33,000 at 4% or $22,000 at 6%. |
| Forklifts Inc. Long-Term Disability Income Plan | - | 182 | - | - | - |
| Forklifts Inc Health Insurance Plan | - | 170 | - | - | - |
| Forklifts Inc. Life Insurance Plan | - | 198 | - | - | - |