401(k) · DOL Form 5500 · 2022

Forman Watkins Krutz LLP 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
143
Participants Small participant base
76th
Percentile by assets National rank
$131,698
Avg per participant Near avg balance/head
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Official DOL plan name: Fwk 401(k) Plan · Sponsored by Forman Watkins Krutz LLP · Mississippi · Professional & Technical Services

$19M in assets, 143 participants

Forman Watkins Krutz LLP's Fwk 401(k) Plan reported $19M in total assets and 143 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,499 in Professional & Technical Services (21,562 peers)

Coverage in Mississippi

Fwk 401(k) Plan covers 143 participants in Mississippi, about 39% of the average Mississippi filer (state average ~366 per filing). Assets: $19M.

#16,499
in Professional & Technical Services (21,562 peers)
-12.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Fwk 401(k) Plan vs every filed plan by assets

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

$18,832,799 Top 24% higher than 76% 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

Fwk 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. Fwk 401(k) Plan sits mid-pack in the medium band (143 participants).

DOL schedule card

Filing strip 200065886 · Forman Watkins Krutz LLP PY 2022 · 401(k)

Fwk 401(k) Plan · $19M · 143 · 76th

  • EOY $19M
  • EOY 143
  • EOY 76th
  • EOY 401(k)
  • EOY near Rix Industries 401(k) Profit Sharing Plan
  • EOY ind #16499

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 Mississippi →

Fwk 401(k) Plan in the asset neighbourhood

Fwk 401(k) Plan$19MRix Industries 401(k) Profit Sharing PlanRix Industries 401(k) Profit…$19MRdv Staffing, Inc. 401(k) Retirement PlanRdv Staffing, Inc. 401(k) Re…$19MColdstream 401(k) Plan$19MSelex Es Inc. Savings Plan$19M
End-of-year total assets ($M) among Fwk 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Mississippi filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN200065886
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forman Watkins Krutz LLP)

Sponsor-wide plan assets over time

All Forman Watkins Krutz LLP plans reported in each filing year

Latest sponsor-wide plan assets
$26M 38.75367118822858% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.8M $26.1M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 143 $19M
2023 1 135 $23M
2024 1 136 $26M

Nearby 401(k) Plans in Mississippi

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

Fwk 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Fwk 401(k) Plan, Total assets ($M): 18.832799 · Participants: 143Fwk 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 717.418669 · Participants: 6553Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 560.12104 · Participants: 3038Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 467.614065 · Participants: 3323Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 432.693601 · Participants: 2626Southern Farm Bureau and Adopting Companies 401(k) PlanTrustmark 401(k) Plan, Total assets ($M): 344.903275 · Participants: 2730Trustmark 401(k) Plan
Fwk 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Fwk 401(k) Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Rix Industries 401(k) Profit Sharing Plan in CA ($19M); by covered participants it is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Fwk 401(k) Plan assets move in 2022? ▼
Fwk 401(k) Plan pulled back noticeably - down 12.8% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Forman Watkins Krutz LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forman Watkins Krutz LLP's sponsor-wide assets grew 38.8%, from $19M to $26M.
Where does Fwk 401(k) Plan rank by assets among Form 5500 filers? ▼
Fwk 401(k) Plan ranks in the 76th 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 Fwk 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rix Industries 401(k) Profit Sharing Plan in CA ($19M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Fwk 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Novidea Healthcare, Inc. Profit Sharing Plan and Trust in OH (143 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 200065886.

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.