401(k)
2022 plan-year 401(k) DOL Form 5500

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Forms & Surfaces Inc. · Pennsylvania · Manufacturing

What the 2023 filing shows

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust holds $28M for 478 participants — about $59,565 per participant, down 10.4% over the 2022 plan year.

$28M
total plan assets (2022 EOY)
478
covered participants
$59,565
avg assets per participant
-10.4%
assets change YoY

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.

Total Assets (2023)
$28M
Participants
478
State
Industry
Manufacturing

What the Filing Says About Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Forms & Surfaces Inc., headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 478 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 251476717, and the plan has been effective since 1986-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2022 to $28M at year-end — a decline of 10.4%. Net assets (after liabilities) closed the year at $28M, with reported net income of $-3,293,389 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$32M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$-3,293,389
Plan Type401(k)
Employer EIN251476717
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forms & Surfaces Inc.)

Year Plans Participants Total Assets
2022 1 478 $28M
2023 1 502 $33M
2024 1 454 $34M

Nearby 401(k) Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust?
As of the 2022 Form 5500 filing, Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust holds $28M in total assets with 478 participants. It is sponsored by Forms & Surfaces Inc..
What type of plan is Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust?
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 1986-10-01. The plan is filed with the U.S. Department of Labor under EIN 251476717.
Who sponsors the Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust?
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust is sponsored by Forms & Surfaces Inc., located in Pennsylvania. The sponsor's EIN is 251476717 and the plan operates in the Manufacturing industry.
How did Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust perform in 2022?
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust declined by 10.4% during 2022, moving from $32M to $28M in total assets. Net income was $-3,293,389.
Where can I find official filings for Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust?
Official Form 5500 filings for Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 251476717 or plan name at efast.dol.gov.
How does Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust compare to other plans?
You can compare Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 251476717.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.