401(k) · DOL Form 5500 · 2022

Forms & Surfaces Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
478
Participants Below avg headcount
82nd
Percentile by assets National rank
$59,565
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Forms & Surfaces Inc. · Pennsylvania · Manufacturing

$28M in assets, 478 participants

Forms & Surfaces Inc.'s Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust reported $28M in total assets and 478 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,386 in Manufacturing (20,602 peers)

Where Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 478 participants (~$59,565/participant), down 10.4% in 2022.

#15,386
in Manufacturing (20,602 peers)
-10.4%
assets change YoY
0.3×
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.

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$28,471,908 Top 18% higher than 82% 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 & Surfaces Inc. 401(k) Profit Sharing Plan and Trust 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 & Surfaces Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (478 participants).

Plan-year Form 5500 strip

Filing strip 251476717 · Forms & Surfaces Inc. PY 2022 · 401(k)

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust · $28M · 478 · 82nd

  • SCH $28M
  • EBSA 478
  • PART 82nd
  • TYPE 401(k)
  • NET near Ob-Gyn Associates, P.C. Profit Sharing Plan
  • BOOK ind #15386

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Redwood Logistics, LLC 401(k) PlanRedwood Logistics, LLC 401(k…$28MForms & Surfaces Inc. 401(k) Profit Sharing Plan and TrustForms & Surfaces Inc. 401(k)…$28MOb-Gyn Associates, P.C. Profit Sharing PlanOb-Gyn Associates, P.C. Prof…$28MSante Health System Retirement PlanSante Health System Retireme…$28MIncentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.Incentive Savings and Invest…$28M
End-of-year total assets ($M) among Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

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

Sponsor Plan History (Forms & Surfaces Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$34M 19.819497168928756% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.5M $34.1M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 478 $28M
2023 1 502 $33M
2024 1 454 $34M

Nearby 401(k) Plans in Pennsylvania

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

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.028471908 · Participants: 478Forms & Surfaces Inc. 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ob-Gyn Associates, P.C. Profit Sharing Plan in IA ($28M); by covered participants it is Edco Health Information Solutions 401(k) Retirement Plan in MO (478 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (478 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 & Surfaces Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 10.4% during 2022, from $32M to $28M. Reported net income was -$3M.
How have Forms & Surfaces Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forms & Surfaces Inc.'s sponsor-wide assets grew 19.8%, from $28M to $34M.
Where does Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust ranks in the 82nd 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 Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ob-Gyn Associates, P.C. Profit Sharing Plan in IA ($28M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Edco Health Information Solutions 401(k) Retirement Plan in MO (478 participants, $5M 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 251476717.

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.