401(k) · DOL Form 5500 · 2022

Formstack, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
204
Participants Below avg headcount
62nd
Percentile by assets National rank
$42,438
Avg per participant Low balance/head
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Official DOL plan name: Formstack, LLC 401(k) Plan · Sponsored by Formstack, LLC · Indiana · Professional & Technical Services

$9M in assets, 204 participants

Formstack, LLC's Formstack, LLC 401(k) Plan reported $9M in total assets and 204 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.

  • #13,015 in Professional & Technical Services (21,562 peers)

Coverage in Indiana

Formstack, LLC 401(k) Plan covers 204 participants in Indiana, about 38% of the average Indiana filer (state average ~541 per filing). Assets: $9M.

#13,015
in Professional & Technical Services (21,562 peers)
+4.0%
assets growth YoY

Formstack, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Formstack, LLC 401(k) Plan vs every filed plan by assets

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

$8,657,331 Top 38% higher than 62% 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

Formstack, LLC 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. Formstack, LLC 401(k) Plan sits mid-pack in the medium band (204 participants).

Plan-year Form 5500 strip

Filing strip 262860913 · Formstack, LLC PY 2022 · 401(k)

Formstack, LLC 401(k) Plan · $9M · 204 · 62nd

  • EBSA $9M
  • PART 204
  • TYPE 62nd
  • NET 401(k)
  • BOOK near Mullen Coughlin 401(k)
  • VS-ST ind #13015

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 Indiana →

Formstack, LLC 401(k) Plan in the asset neighbourhood

Formstack, LLC 401(k) Plan$9MMullen Coughlin 401(k)$9MChiron America, Inc. 401(k) Profit Sharing PlanChiron America, Inc. 401(k) …$9MChandler Exhibits, Inc. 401(k) Retirement PlanChandler Exhibits, Inc. 401(…$9MApex Logistics, LLC 401(k) PlanApex Logistics, LLC 401(k) P…$9M
End-of-year total assets ($M) among Formstack, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$335K
Employer EIN262860913
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Formstack, LLC)

Sponsor-wide plan assets over time

All Formstack, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 67.8530138214653% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.66M $14.5M ▲ +67.8%
Year Plans Participants Total Assets
2022 1 204 $9M
2023 1 253 $11M
2024 1 149 $15M

Nearby 401(k) Plans in Indiana

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

Formstack, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Formstack, LLC 401(k) Plan, Total assets ($B): 0.008657331 · Participants: 204Formstack, LLC 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
Formstack, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Formstack, LLC 401(k) Plan side-by-side with 3 peers →

Formstack, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Mullen Coughlin 401(k) in PA ($9M); by covered participants it is Derry Medical Center 401(k) Plan in NH (204 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 (204 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 Formstack, LLC 401(k) Plan assets move in 2022? ▼
Formstack, LLC 401(k) Plan edged up modestly - up 4.0% during 2022, from $8M to $9M. Reported net income was $335K.
How have Formstack, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Formstack, LLC's sponsor-wide assets grew 67.9%, from $9M to $15M.
Which 401(k) plans are similar in size to Formstack, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mullen Coughlin 401(k) in PA ($9M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Formstack, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (204 participants, $32M 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 262860913.

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.