401(k) · DOL Form 5500 · 2022
Forum Capital Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $448,506
- Avg per participant High balance/head
Official DOL plan name: Forum Capital Group, Inc. 401(k) Retirement Plan · Sponsored by Forum Capital Group, Inc. · Florida · Professional & Technical Services
$9M in assets, 19 participants
Forum Capital Group, Inc.'s Forum Capital Group, Inc. 401(k) Retirement Plan reported $9M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #12,937 in Professional & Technical Services (21,562 peers)
2022 asset change
Forum Capital Group, Inc. 401(k) Retirement Plan pulled back noticeably 11.0% in 2022 ($10M → $9M) for 19 participants.
- #12,937
- in Professional & Technical Services (21,562 peers)
- -11.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Forum Capital Group, Inc. 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers
Forum Capital Group, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,521,622 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Forum Capital Group, Inc. 401(k) Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forum Capital Group, Inc. 401(k) Retirement Plan is a small filing (19 participants) on this national headcount ladder.
DOL schedule card
Filing strip 320460499 · Forum Capital Group, Inc. PY 2022 · 401(k)
Forum Capital Group, Inc. 401(k) Retirement Plan · $9M · 19 · 62nd
- 5500 $9M
- 5500 19
- 5500 62nd
- 5500 401(k)
- 5500 near The Flynn Company 401(k) Savings Plan
- 5500 ind #12937
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 Professional & Technical Services retirement plans → · Plans in Florida →
Forum Capital Group, Inc. 401(k) Retirement Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 320460499 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Forum Capital Group, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is The Flynn Company 401(k) Savings Plan in PA ($9M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 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.