Forward Management Inc.
Plan context: Forward Management Inc. 401(K) Plan
EIN 39-1620297 • Madison, WI • 26 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
95
2025 Assets
$12,422,176
2025 Contributions
$463,020
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 95 | $12,422,176 | $463,020 | $4,874iApproximate average salary by contribution assumption: employee only about $121,847 at 4% or $81,232 at 6%; with 50% employer match about $81,232 at 4% or $54,154 at 6%; with 100% employer match about $60,924 at 4% or $40,616 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 95 | $12,422,176 | $463,020 | $4,874iApproximate average salary by contribution assumption: employee only about $121,847 at 4% or $81,232 at 6%; with 50% employer match about $81,232 at 4% or $54,154 at 6%; with 100% employer match about $60,924 at 4% or $40,616 at 6%. |
| 2024 | 1 | 83 | $10,353,560 | $422,767 | $5,094iApproximate average salary by contribution assumption: employee only about $127,339 at 4% or $84,893 at 6%; with 50% employer match about $84,893 at 4% or $56,595 at 6%; with 100% employer match about $63,670 at 4% or $42,446 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 83 | $10,353,560 | $422,767 | $5,094iApproximate average salary by contribution assumption: employee only about $127,339 at 4% or $84,893 at 6%; with 50% employer match about $84,893 at 4% or $56,595 at 6%; with 100% employer match about $63,670 at 4% or $42,446 at 6%. |
| 2023 | 1 | 71 | $8,324,691 | $371,296 | $5,230iApproximate average salary by contribution assumption: employee only about $130,738 at 4% or $87,159 at 6%; with 50% employer match about $87,159 at 4% or $58,106 at 6%; with 100% employer match about $65,369 at 4% or $43,579 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 71 | $8,324,691 | $371,296 | $5,230iApproximate average salary by contribution assumption: employee only about $130,738 at 4% or $87,159 at 6%; with 50% employer match about $87,159 at 4% or $58,106 at 6%; with 100% employer match about $65,369 at 4% or $43,579 at 6%. |
| 2022 | 1 | 83 | $6,959,521 | $381,188 | $4,593iApproximate average salary by contribution assumption: employee only about $114,816 at 4% or $76,544 at 6%; with 50% employer match about $76,544 at 4% or $51,029 at 6%; with 100% employer match about $57,408 at 4% or $38,272 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 83 | $6,959,521 | $381,188 | $4,593iApproximate average salary by contribution assumption: employee only about $114,816 at 4% or $76,544 at 6%; with 50% employer match about $76,544 at 4% or $51,029 at 6%; with 100% employer match about $57,408 at 4% or $38,272 at 6%. |
| 2021 | 1 | 89 | $8,487,918 | $392,158 | $4,406iApproximate average salary by contribution assumption: employee only about $110,157 at 4% or $73,438 at 6%; with 50% employer match about $73,438 at 4% or $48,959 at 6%; with 100% employer match about $55,078 at 4% or $36,719 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 89 | $8,487,918 | $392,158 | $4,406iApproximate average salary by contribution assumption: employee only about $110,157 at 4% or $73,438 at 6%; with 50% employer match about $73,438 at 4% or $48,959 at 6%; with 100% employer match about $55,078 at 4% or $36,719 at 6%. |
| 2020 | 1 | 82 | $6,589,983 | $377,405 | $4,603iApproximate average salary by contribution assumption: employee only about $115,063 at 4% or $76,708 at 6%; with 50% employer match about $76,708 at 4% or $51,139 at 6%; with 100% employer match about $57,531 at 4% or $38,354 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 82 | $6,589,983 | $377,405 | $4,603iApproximate average salary by contribution assumption: employee only about $115,063 at 4% or $76,708 at 6%; with 50% employer match about $76,708 at 4% or $51,139 at 6%; with 100% employer match about $57,531 at 4% or $38,354 at 6%. |
| 2019 | 1 | 82 | $5,493,438 | $357,183 | $4,356iApproximate average salary by contribution assumption: employee only about $108,897 at 4% or $72,598 at 6%; with 50% employer match about $72,598 at 4% or $48,399 at 6%; with 100% employer match about $54,449 at 4% or $36,299 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 82 | $5,493,438 | $357,183 | $4,356iApproximate average salary by contribution assumption: employee only about $108,897 at 4% or $72,598 at 6%; with 50% employer match about $72,598 at 4% or $48,399 at 6%; with 100% employer match about $54,449 at 4% or $36,299 at 6%. |
| 2018 | 1 | 84 | $4,105,845 | $400,465 | $4,767iApproximate average salary by contribution assumption: employee only about $119,186 at 4% or $79,457 at 6%; with 50% employer match about $79,457 at 4% or $52,972 at 6%; with 100% employer match about $59,593 at 4% or $39,729 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 84 | $4,105,845 | $400,465 | $4,767iApproximate average salary by contribution assumption: employee only about $119,186 at 4% or $79,457 at 6%; with 50% employer match about $79,457 at 4% or $52,972 at 6%; with 100% employer match about $59,593 at 4% or $39,729 at 6%. |
| 2017 | 1 | 63 | $4,150,679 | $296,787 | $4,711iApproximate average salary by contribution assumption: employee only about $117,773 at 4% or $78,515 at 6%; with 50% employer match about $78,515 at 4% or $52,343 at 6%; with 100% employer match about $58,886 at 4% or $39,258 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 63 | $4,150,679 | $296,787 | $4,711iApproximate average salary by contribution assumption: employee only about $117,773 at 4% or $78,515 at 6%; with 50% employer match about $78,515 at 4% or $52,343 at 6%; with 100% employer match about $58,886 at 4% or $39,258 at 6%. |
| 2016 | 1 | 62 | $3,191,948 | $291,409 | $4,700iApproximate average salary by contribution assumption: employee only about $117,504 at 4% or $78,336 at 6%; with 50% employer match about $78,336 at 4% or $52,224 at 6%; with 100% employer match about $58,752 at 4% or $39,168 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 62 | $3,191,948 | $291,409 | $4,700iApproximate average salary by contribution assumption: employee only about $117,504 at 4% or $78,336 at 6%; with 50% employer match about $78,336 at 4% or $52,224 at 6%; with 100% employer match about $58,752 at 4% or $39,168 at 6%. |
| 2015 | 1 | 57 | $2,891,230 | $346,951 | $6,087iApproximate average salary by contribution assumption: employee only about $152,171 at 4% or $101,448 at 6%; with 50% employer match about $101,448 at 4% or $67,632 at 6%; with 100% employer match about $76,086 at 4% or $50,724 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 57 | $2,891,230 | $346,951 | $6,087iApproximate average salary by contribution assumption: employee only about $152,171 at 4% or $101,448 at 6%; with 50% employer match about $101,448 at 4% or $67,632 at 6%; with 100% employer match about $76,086 at 4% or $50,724 at 6%. |
| 2014 | 1 | 55 | $2,797,970 | $247,070 | $4,492iApproximate average salary by contribution assumption: employee only about $112,305 at 4% or $74,870 at 6%; with 50% employer match about $74,870 at 4% or $49,913 at 6%; with 100% employer match about $56,152 at 4% or $37,435 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 55 | $2,797,970 | $247,070 | $4,492iApproximate average salary by contribution assumption: employee only about $112,305 at 4% or $74,870 at 6%; with 50% employer match about $74,870 at 4% or $49,913 at 6%; with 100% employer match about $56,152 at 4% or $37,435 at 6%. |
| 2013 | 1 | 55 | $2,369,672 | $215,308 | $3,915iApproximate average salary by contribution assumption: employee only about $97,867 at 4% or $65,245 at 6%; with 50% employer match about $65,245 at 4% or $43,497 at 6%; with 100% employer match about $48,934 at 4% or $32,622 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 55 | $2,369,672 | $215,308 | $3,915iApproximate average salary by contribution assumption: employee only about $97,867 at 4% or $65,245 at 6%; with 50% employer match about $65,245 at 4% or $43,497 at 6%; with 100% employer match about $48,934 at 4% or $32,622 at 6%. |
| 2012 | 1 | 46 | $1,666,194 | $171,854 | $3,736iApproximate average salary by contribution assumption: employee only about $93,399 at 4% or $62,266 at 6%; with 50% employer match about $62,266 at 4% or $41,511 at 6%; with 100% employer match about $46,699 at 4% or $31,133 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 46 | $1,666,194 | $171,854 | $3,736iApproximate average salary by contribution assumption: employee only about $93,399 at 4% or $62,266 at 6%; with 50% employer match about $62,266 at 4% or $41,511 at 6%; with 100% employer match about $46,699 at 4% or $31,133 at 6%. |
| 2011 | 1 | 30 | $1,367,388 | $159,258 | $5,309iApproximate average salary by contribution assumption: employee only about $132,715 at 4% or $88,477 at 6%; with 50% employer match about $88,477 at 4% or $58,984 at 6%; with 100% employer match about $66,358 at 4% or $44,238 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 30 | $1,367,388 | $159,258 | $5,309iApproximate average salary by contribution assumption: employee only about $132,715 at 4% or $88,477 at 6%; with 50% employer match about $88,477 at 4% or $58,984 at 6%; with 100% employer match about $66,358 at 4% or $44,238 at 6%. |
| 2010 | 1 | 27 | $1,206,702 | $165,526 | $6,131iApproximate average salary by contribution assumption: employee only about $153,265 at 4% or $102,177 at 6%; with 50% employer match about $102,177 at 4% or $68,118 at 6%; with 100% employer match about $76,632 at 4% or $51,088 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 27 | $1,206,702 | $165,526 | $6,131iApproximate average salary by contribution assumption: employee only about $153,265 at 4% or $102,177 at 6%; with 50% employer match about $102,177 at 4% or $68,118 at 6%; with 100% employer match about $76,632 at 4% or $51,088 at 6%. |
| 2009 | 1 | 24 | $896,249 | $127,529 | $5,314iApproximate average salary by contribution assumption: employee only about $132,843 at 4% or $88,562 at 6%; with 50% employer match about $88,562 at 4% or $59,041 at 6%; with 100% employer match about $66,421 at 4% or $44,281 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 24 | $896,249 | $127,529 | $5,314iApproximate average salary by contribution assumption: employee only about $132,843 at 4% or $88,562 at 6%; with 50% employer match about $88,562 at 4% or $59,041 at 6%; with 100% employer match about $66,421 at 4% or $44,281 at 6%. |
| 2008 | 1 | 18 | $565,255 | $119,479 | $6,638iApproximate average salary by contribution assumption: employee only about $165,943 at 4% or $110,629 at 6%; with 50% employer match about $110,629 at 4% or $73,752 at 6%; with 100% employer match about $82,972 at 4% or $55,314 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 18 | $565,255 | $119,479 | $6,638iApproximate average salary by contribution assumption: employee only about $165,943 at 4% or $110,629 at 6%; with 50% employer match about $110,629 at 4% or $73,752 at 6%; with 100% employer match about $82,972 at 4% or $55,314 at 6%. |
| 2007 | 1 | 21 | $1,003,653 | $80,320 | $3,825iApproximate average salary by contribution assumption: employee only about $95,619 at 4% or $63,746 at 6%; with 50% employer match about $63,746 at 4% or $42,497 at 6%; with 100% employer match about $47,810 at 4% or $31,873 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 21 | $1,003,653 | $80,320 | $3,825iApproximate average salary by contribution assumption: employee only about $95,619 at 4% or $63,746 at 6%; with 50% employer match about $63,746 at 4% or $42,497 at 6%; with 100% employer match about $47,810 at 4% or $31,873 at 6%. |
| 2006 | 1 | 18 | $917,662 | $93,056 | $5,170iApproximate average salary by contribution assumption: employee only about $129,244 at 4% or $86,163 at 6%; with 50% employer match about $86,163 at 4% or $57,442 at 6%; with 100% employer match about $64,622 at 4% or $43,081 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 18 | $917,662 | $93,056 | $5,170iApproximate average salary by contribution assumption: employee only about $129,244 at 4% or $86,163 at 6%; with 50% employer match about $86,163 at 4% or $57,442 at 6%; with 100% employer match about $64,622 at 4% or $43,081 at 6%. |
| 2005 | 1 | 15 | $740,514 | $102,819 | $6,855iApproximate average salary by contribution assumption: employee only about $171,365 at 4% or $114,243 at 6%; with 50% employer match about $114,243 at 4% or $76,162 at 6%; with 100% employer match about $85,683 at 4% or $57,122 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 15 | $740,514 | $102,819 | $6,855iApproximate average salary by contribution assumption: employee only about $171,365 at 4% or $114,243 at 6%; with 50% employer match about $114,243 at 4% or $76,162 at 6%; with 100% employer match about $85,683 at 4% or $57,122 at 6%. |
| 2004 | 1 | 15 | $599,468 | $104,687 | $6,979iApproximate average salary by contribution assumption: employee only about $174,478 at 4% or $116,319 at 6%; with 50% employer match about $116,319 at 4% or $77,546 at 6%; with 100% employer match about $87,239 at 4% or $58,159 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 15 | $599,468 | $104,687 | $6,979iApproximate average salary by contribution assumption: employee only about $174,478 at 4% or $116,319 at 6%; with 50% employer match about $116,319 at 4% or $77,546 at 6%; with 100% employer match about $87,239 at 4% or $58,159 at 6%. |
| 2003 | 1 | 13 | $410,383 | $103,185 | $7,937iApproximate average salary by contribution assumption: employee only about $198,433 at 4% or $132,288 at 6%; with 50% employer match about $132,288 at 4% or $88,192 at 6%; with 100% employer match about $99,216 at 4% or $66,144 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 13 | $410,383 | $103,185 | $7,937iApproximate average salary by contribution assumption: employee only about $198,433 at 4% or $132,288 at 6%; with 50% employer match about $132,288 at 4% or $88,192 at 6%; with 100% employer match about $99,216 at 4% or $66,144 at 6%. |
| 2002 | 1 | 12 | $366,349 | $34,368 | $2,864iApproximate average salary by contribution assumption: employee only about $71,600 at 4% or $47,733 at 6%; with 50% employer match about $47,733 at 4% or $31,822 at 6%; with 100% employer match about $35,800 at 4% or $23,867 at 6%. |
| Forward Management Inc. 401(K) Plan | - | 12 | $366,349 | $34,368 | $2,864iApproximate average salary by contribution assumption: employee only about $71,600 at 4% or $47,733 at 6%; with 50% employer match about $47,733 at 4% or $31,822 at 6%; with 100% employer match about $35,800 at 4% or $23,867 at 6%. |
| 2001 | 1 | 25 | $0 | $0 | - |
| Forward Management Inc. 401(K) Plan | - | 25 | - | - | - |
| 2000 | 1 | 27 | $0 | $0 | - |
| Forward Management Inc. 401(K) Plan | - | 27 | - | - | - |