401(k) · DOL Form 5500 · 2022

3form LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
378
Participants Below avg headcount
80th
Percentile by assets National rank
$65,758
Avg per participant Below avg balance/head
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Official DOL plan name: 3form 401(k) Plan · Sponsored by 3form LLC · Utah · Construction

$25M in assets, 378 participants

3form LLC's 3form 401(k) Plan reported $25M in total assets and 378 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,897 in Construction (9,927 peers)

Where 3form 401(k) Plan sits by assets

3form 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 378 participants (~$65,758/participant), down 17.4% in 2022.

#7,897
in Construction (9,927 peers)
-17.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

3form 401(k) Plan's outsized position by total assets

3form 401(k) Plan vs every filed plan by assets

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

$24,856,459 Top 20% higher than 80% 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

3form 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. 3form 401(k) Plan sits mid-pack in the medium band (378 participants).

Published 5500 schedule card

Filing strip 463882269 · 3form LLC PY 2022 · 401(k)

3form 401(k) Plan · $25M · 378 · 80th

  • EOY $25M
  • 5500 378
  • ASSETS 80th
  • PCT 401(k)
  • EIN near Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan
  • RANK ind #7897

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 Construction retirement plans → · Plans in Utah →

3form 401(k) Plan in the asset neighbourhood

3form 401(k) Plan$25MRobert D. Gilmore & Associates, Inc. 401(k) Profit Sharing PlanRobert D. Gilmore & Associat…$25MThe Fall River Group, Inc. Employees' 401(k) Profit Sharing PlanThe Fall River Group, Inc. E…$25MOrthopedic Specialists of Sw Florida, P.a. 401(k) Profit Sharing PlanOrthopedic Specialists of Sw…$25MBurrow Global 401(k) Savings PlanBurrow Global 401(k) Savings…$25M
End-of-year total assets ($M) among 3form 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)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN463882269
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (3form LLC)

Sponsor-wide plan assets over time

All 3form LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 33.89098181683883% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.9M $33.3M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 378 $25M
2023 1 395 $30M
2024 1 388 $33M

Nearby 401(k) Plans in Utah

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

3form 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants 3form 401(k) Plan, Total assets ($B): 0.024856459 · Participants: 3783form 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
3form 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

3form 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan in PA ($25M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (378 participants). Same-state nearby plans are listed separately above.

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 3form 401(k) Plan assets move in 2022?
3form 401(k) Plan declined sharply - down 17.4% during 2022, from $30M to $25M. Reported net income was -$5M.
How have 3form LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), 3form LLC's sponsor-wide assets grew 33.9%, from $25M to $33M.
Where does 3form 401(k) Plan rank by assets among Form 5500 filers?
3form 401(k) Plan ranks in the 80th 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 3form 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Robert D. Gilmore & Associates, Inc. 401(k) Profit Sharing Plan in PA ($25M, 161 participants).
Which 401(k) plans cover a similar participant headcount to 3form 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (378 participants, $398K in assets).