401(k) · DOL Form 5500 · 2022

Bharat Forge America, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
191
Participants Below avg headcount
56th
Percentile by assets National rank
$33,365
Avg per participant Low balance/head
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Official DOL plan name: Bharat Forge America, Inc. 401(k) Plan · Sponsored by Bharat Forge America, Inc. · Tennessee · Manufacturing

$6M in assets, 191 participants

Bharat Forge America, Inc.'s Bharat Forge America, Inc. 401(k) Plan reported $6M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #8,375 in Manufacturing (20,602 peers)

Coverage in Tennessee

Bharat Forge America, Inc. 401(k) Plan covers 191 participants in Tennessee, about 17% of the average Tennessee filer (state average ~1,126 per filing). Assets: $6M.

#8,375
in Manufacturing (20,602 peers)
-6.3%
assets change YoY

The plan reported a net loss of $431K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bharat Forge America, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Bharat Forge America, Inc. 401(k) Plan vs every filed plan by assets

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

$6,372,675 Top 44% higher than 56% 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

Bharat Forge America, 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. Bharat Forge America, Inc. 401(k) Plan sits mid-pack in the medium band (191 participants).

EBSA filing schedule strip

Filing strip 202865694 · Bharat Forge America, Inc. PY 2022 · 401(k)

Bharat Forge America, Inc. 401(k) Plan · $6M · 191 · 56th

  • EBSA $6M
  • EBSA 191
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near Primary Aim, LLC Retirement Savings Plan
  • EBSA ind #8375

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 Tennessee →

Bharat Forge America, Inc. 401(k) Plan in the asset neighbourhood

Bharat Forge America, Inc. 401(k) PlanBharat Forge America, Inc. 4…$6MPrimary Aim, LLC Retirement Savings PlanPrimary Aim, LLC Retirement …$6MBsr Trust, LLC 401(k) Retirement PlanBsr Trust, LLC 401(k) Retire…$6MJust Orthodontics, S.C. Profit Sharing 401(k) PlanJust Orthodontics, S.C. Prof…$6MTarditi, Inc. 401(k) Profit Sharing PlanTarditi, Inc. 401(k) Profit …$6M
End-of-year total assets ($M) among Bharat Forge America, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$431K
Employer EIN202865694
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bharat Forge America, Inc.)

Sponsor-wide plan assets over time

All Bharat Forge America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.333847246250592% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.37M $7.16M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 191 $6M
2023 1 280 $7M
2024 1 336 $7M

Nearby 401(k) Plans in Tennessee

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

Bharat Forge America, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Bharat Forge America, Inc. 401(k) Plan, Total assets ($B): 0.006372675 · Participants: 191Bharat Forge America, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Bharat Forge America, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Bharat Forge America, Inc. 401(k) Plan side-by-side with 3 peers →

Bharat Forge America, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Primary Aim, LLC Retirement Savings Plan in OH ($6M); by covered participants it is Quarterline Consulting Services, LLC 401(k) Plan in VA (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Bharat Forge America, Inc. 401(k) Plan assets move in 2022? ▼
Bharat Forge America, Inc. 401(k) Plan pulled back noticeably - down 6.3% during 2022, from $7M to $6M. Reported net income was -$431K.
How have Bharat Forge America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bharat Forge America, Inc.'s sponsor-wide assets grew 12.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Bharat Forge America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primary Aim, LLC Retirement Savings Plan in OH ($6M, 773 participants).
Which 401(k) plans cover a similar participant headcount to Bharat Forge America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quarterline Consulting Services, LLC 401(k) Plan in VA (191 participants, N/A 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 202865694.

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.