401(k) · DOL Form 5500 · 2022

Forum Credit Union 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
382
Participants Below avg headcount
87th
Percentile by assets National rank
$112,487
Avg per participant Below avg balance/head
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Official DOL plan name: Forum Credit Union 401(k) Plan · Sponsored by Forum Credit Union · Indiana · Finance & Insurance

$43M in assets, 382 participants

Forum Credit Union's Forum Credit Union 401(k) Plan reported $43M in total assets and 382 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,279 in Finance & Insurance (9,261 peers)

Where Forum Credit Union 401(k) Plan sits by assets

Forum Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 382 participants (~$112,487/participant), down 13.8% in 2022.

#7,279
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forum Credit Union 401(k) Plan's outsized position by total assets

Forum Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$42,970,026 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Forum Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forum Credit Union 401(k) Plan sits mid-pack in the medium band (382 participants).

Form 5500 schedule snapshot

Filing strip 350779057 · Forum Credit Union PY 2022 · 401(k)

Forum Credit Union 401(k) Plan · $43M · 382 · 87th

  • TYPE $43M
  • TYPE 382
  • TYPE 87th
  • TYPE 401(k)
  • TYPE near Spi Pharma 401(k) Plan
  • TYPE ind #7279

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 Finance & Insurance retirement plans → · Plans in Indiana →

Forum Credit Union 401(k) Plan in the asset neighbourhood

Forum Credit Union 401(k) PlanForum Credit Union 401(k) Pl…$43MSpi Pharma 401(k) Plan$43MMatt Construction 401(k) Plan$43MIndustrial Turnaround Corporation 401(k)PlanIndustrial Turnaround Corpor…$43MAtria Wealth Solutions 401(k) PlanAtria Wealth Solutions 401(k…$43M
End-of-year total assets ($M) among Forum Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$43M
Net Income-$7M
Employer EIN350779057
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forum Credit Union)

Sponsor-wide plan assets over time

All Forum Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 45.41289316417914% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43M $62.5M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 382 $43M
2023 1 386 $53M
2024 1 395 $62M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Forum Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Forum Credit Union 401(k) Plan, Total assets ($B): 0.042970026 · Participants: 382Forum Credit Union 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Forum Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Forum Credit Union 401(k) Plan side-by-side with 3 peers →

Forum Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Spi Pharma 401(k) Plan in DE ($43M); by covered participants it is Autofair Ford, L.P. 401(k) Retirement Savings Plan in NH (382 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (382 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Forum Credit Union 401(k) Plan assets move in 2022? ▼
Forum Credit Union 401(k) Plan pulled back noticeably - down 13.8% during 2022, from $50M to $43M. Reported net income was -$7M.
How have Forum Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forum Credit Union's sponsor-wide assets grew 45.4%, from $43M to $62M.
Where does Forum Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Forum Credit Union 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Forum Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spi Pharma 401(k) Plan in DE ($43M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Forum Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Autofair Ford, L.P. 401(k) Retirement Savings Plan in NH (382 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 350779057.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.