401(k) · DOL Form 5500 · 2022

Forum Personnel Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
2,442
Participants Above avg headcount
53rd
Percentile by assets National rank
$2,346
Avg per participant Low balance/head
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Official DOL plan name: Forum Personnel Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Forum Personnel Inc. · New York · Other Services

$6M in assets, 2,442 participants

Forum Personnel Inc.'s Forum Personnel Inc 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 2,442 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #6,013 in Other Services (8,398 peers)

Coverage in New York

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust covers 2,442 participants in New York, 3.1x the typical New York plan (state average ~798 per filing). Assets: $6M.

#6,013
in Other Services (8,398 peers)
-6.7%
assets change YoY

The plan reported a net loss of $411K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,728,893 Top 47% higher than 53% 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

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forum Personnel Inc 401(k) Profit Sharing Plan & Trust lands in the large band (2,442 participants).

Form 5500 schedule snapshot

Filing strip 132781308 · Forum Personnel Inc. PY 2022 · 401(k)

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust · $6M · 2,442 · 53rd

  • EIN $6M
  • EIN 2,442
  • EIN 53rd
  • EIN 401(k)
  • EIN near Healthcare Access Maryland Retirement Savings Plan
  • EIN ind #6013

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 Other Services retirement plans → · Plans in New York →

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Forum Personnel Inc 401(k) Profit Sharing Plan & TrustForum Personnel Inc 401(k) P…$6MHealthcare Access Maryland Retirement Savings PlanHealthcare Access Maryland R…$6MElderspan Management, LLC Profit Sharing PlanElderspan Management, LLC Pr…$6MDkw Communications, Inc. 401(k) Profit Sharing Plan and TrustDkw Communications, Inc. 401…$6MTombigbee Electric Power Association 401(k) PlanTombigbee Electric Power Ass…$6M
End-of-year total assets ($M) among Forum Personnel Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$411K
Employer EIN132781308
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forum Personnel Inc.)

Sponsor-wide plan assets over time

All Forum Personnel Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.627920437683162% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 20222024 $5.73M $7.31M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 2,442 $6M
2024 1 2,164 $7M

Nearby 401(k) Plans in New York

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

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Forum Personnel Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005728893 · Participants: 2442Forum Personnel Inc 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Forum Personnel Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Forum Personnel Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Healthcare Access Maryland Retirement Savings Plan in MD ($6M); by covered participants it is Living Spaces Furniture, LLC 401(k) Plan in CA (2,442 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,442 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 Forum Personnel Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Forum Personnel Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 6.7% during 2022, from $6M to $6M. Reported net income was -$411K.
How have Forum Personnel Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Forum Personnel Inc.'s sponsor-wide assets grew 27.6%, from $6M to $7M.
Which 401(k) plans are similar in size to Forum Personnel Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Healthcare Access Maryland Retirement Savings Plan in MD ($6M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Forum Personnel Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Living Spaces Furniture, LLC 401(k) Plan in CA (2,442 participants, $31M 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 132781308.

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.