ESOP · DOL Form 5500 · 2022

Forum Architecture & Interior Design, Inc. ESOP

Data updated 2026-08-11

$27M
Total assets
65
Participants
81st
Percentile by assets
$414,117
Avg per participant
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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.

  • 81st percentile by assets (of 139,126 plans)
  • #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.

$27M
total plan assets (2022 EOY)
65
covered participants
81st
percentile by assets (of 139,126 plans)
$414,117
avg assets per participant

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan outranks 81% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN593335698
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forum Architecture & Interior Design, Inc.)

$24M$25M$26M$27M$28M 202220232024 $26.9M $24.7M ▼ -8.4%
Total plan assets by year, all Forum Architecture & Interior Design, Inc. plans on file
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.

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Forum Architecture &…Publix Super Markets…Raymond James Financ…Thirty Fifteen Emplo…Rsr Employee Stock O…Team Horner Employee…
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan assets move in 2022?
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan grew sharply - up 21.9% during 2022, from $22M to $27M. Reported net income was $4M.
How have Forum Architecture & Interior Design, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Forum Architecture & Interior Design, Inc.'s sponsor-wide assets declined 8.3%, from $27M to $25M.
Where does Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan ranks in the 81st 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 ESOP plans are similar in size to Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Weco Employee Stock Ownership Plan and Trust in IA ($27M, 156 participants).

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