401(k) · DOL Form 5500 · 2022
Forum, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 29
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $38,834
- Avg per participant Low balance/head
Official DOL plan name: Forum, Inc./Samco 401(k) Savings Plan · Sponsored by Forum, Inc. · Pennsylvania · Manufacturing
$1M in assets, 29 participants
Forum, Inc.'s Forum, Inc./Samco 401(k) Savings Plan reported $1M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #2,505 in Manufacturing (20,602 peers)
Forum, Inc. multi-year trail
Forum, Inc.'s plans moved +23.8% in assets from 2022 to 2023; this filing shows Forum, Inc./Samco 401(k) Savings Plan at $1M / 29 participants.
- #2,505
- in Manufacturing (20,602 peers)
- -20.1%
- assets change YoY
The plan reported a net loss of $284K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Forum, Inc./Samco 401(k) Savings Plan among the smaller filed plans by assets
Forum, Inc./Samco 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,126,195 26th percentile higher than 26% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Forum, Inc./Samco 401(k) Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forum, Inc./Samco 401(k) Savings Plan is a small filing (29 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 221985528 · Forum, Inc. PY 2022 · 401(k)
Forum, Inc./Samco 401(k) Savings Plan · $1M · 29 · 26th
- BOY $1M
- BOY 29
- BOY 26th
- BOY 401(k)
- BOY near Gower, Inc. 401(k) Reitrement Plan
- BOY ind #2505
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 →
Forum, Inc./Samco 401(k) Savings Plan in the asset neighbourhood
Forum, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Forum, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 23.835570216525557% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 29 | $1M |
| 2023 | 2 | 79 | $1M |
Forum, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$284K |
| Employer EIN | 221985528 |
| Plan Effective Date | 1997-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Forum, Inc./Samco 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Gower, Inc. 401(k) Reitrement Plan in OR ($1M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (29 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.