401(k) · DOL Form 5500 · 2022

Forms & Supply Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
247
Participants Below avg headcount
65th
Percentile by assets National rank
$41,712
Avg per participant Low balance/head
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Official DOL plan name: Forms & Supply, Inc. 401(k) Plan · Sponsored by Forms & Supply Inc. · North Carolina · Wholesale Trade

$10M in assets, 247 participants

Forms & Supply Inc.'s Forms & Supply, Inc. 401(k) Plan reported $10M in total assets and 247 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,975 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Forms & Supply, Inc. 401(k) Plan covers 247 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#3,975
in Wholesale Trade (6,843 peers)
-14.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forms & Supply, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Forms & Supply, Inc. 401(k) Plan vs every filed plan by assets

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

$10,302,913 Top 35% higher than 65% 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

Forms & Supply, Inc. 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. Forms & Supply, Inc. 401(k) Plan sits mid-pack in the medium band (247 participants).

Form 5500 schedule snapshot

Filing strip 560903427 · Forms & Supply Inc. PY 2022 · 401(k)

Forms & Supply, Inc. 401(k) Plan · $10M · 247 · 65th

  • PHOTO $10M
  • IND 247
  • EOY 65th
  • 5500 401(k)
  • ASSETS near Fair-Rite Products Corp. 401(k) Plan
  • PCT ind #3975

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Forms & Supply, Inc. 401(k) Plan in the asset neighbourhood

Forms & Supply, Inc. 401(k) PlanForms & Supply, Inc. 401(k) …$10MFair-Rite Products Corp. 401(k) PlanFair-Rite Products Corp. 401…$10MPrince Industries, Inc. 401(k) Profit Sharing PlanPrince Industries, Inc. 401(…$10MSbera 401(k) Plan as Adopted by Winchester Savings BankSbera 401(k) Plan as Adopted…$10MMarcal Manufacturing, LLC Union 401(k) PlanMarcal Manufacturing, LLC Un…$10M
End-of-year total assets ($M) among Forms & Supply, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN560903427
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forms & Supply Inc.)

Sponsor-wide plan assets over time

All Forms & Supply Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 11.422216221761747% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.3M $11.5M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 247 $10M
2023 1 272 $12M
2024 1 273 $11M

Nearby 401(k) Plans in North Carolina

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

Forms & Supply, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Forms & Supply, Inc. 401(k) Plan, Total assets ($B): 0.010302913 · Participants: 247Forms & Supply, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Forms & Supply, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Forms & Supply, Inc. 401(k) Plan side-by-side with 3 peers →

Forms & Supply, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Fair-Rite Products Corp. 401(k) Plan in NY ($10M); by covered participants it is Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan in PA (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Forms & Supply, Inc. 401(k) Plan assets move in 2022? ▼
Forms & Supply, Inc. 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Forms & Supply Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forms & Supply Inc.'s sponsor-wide assets grew 11.4%, from $10M to $11M.
Which 401(k) plans are similar in size to Forms & Supply, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fair-Rite Products Corp. 401(k) Plan in NY ($10M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Forms & Supply, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri-Starr Services of Pennsylvania, Inc., Profit Sharing 401(k) Plan in PA (247 participants, $3M 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 560903427.

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.