ESOP · DOL Form 5500 · 2022
Forum Architecture & Interior Design, Inc. ESOP
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 65
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $414,117
- Avg per participant High balance/head
Official DOL plan name: Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan · Sponsored by Forum Architecture & Interior Design, Inc. · Florida · Professional & Technical Services
$27M in assets, 65 participants
Forum Architecture & Interior Design, Inc.'s Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan reported $27M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #17,685 in Professional & Technical Services (21,562 peers)
Where Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan sits by assets
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 65 participants (~$414,117/participant), up 21.9% in 2022.
- #17,685
- in Professional & Technical Services (21,562 peers)
- +21.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan's outsized position by total assets
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,917,613 Top 19% higher than 81% 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 Architecture & Interior Design, Inc. Employee Stock Ownership 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 Architecture & Interior Design, Inc. Employee Stock Ownership Plan is a small filing (65 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 593335698 · Forum Architecture & Interior Design, Inc. PY 2022 · ESOP
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan · $27M · 65 · 81st
- VS-ST $27M
- BOY 65
- SCH 81st
- EBSA ESOP
- PART near Weco Employee Stock Ownership Plan and Trust
- TYPE ind #17685
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 What is an ESOP? → · Plans in Florida →
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $4M |
| Employer EIN | 593335698 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forum Architecture & Interior Design, Inc.)
Sponsor-wide plan assets over time
All Forum Architecture & Interior Design, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 8.331399964773995% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 65 | $27M |
| 2023 | 1 | 62 | $26M |
| 2024 | 1 | 70 | $25M |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $662M · 14,200
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Weco Employee Stock Ownership Plan and Trust in IA ($27M); by covered participants it is Tag Engineering, Inc. Employee Stock Ownership Plan in MD (65 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (65 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.