401(k) · DOL Form 5500 · 2022

Scot Forge Company 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
551
Participants Below avg headcount
86th
Percentile by assets National rank
$71,622
Avg per participant Below avg balance/head
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Official DOL plan name: Scot Forge Company 401(k) Plan · Sponsored by Scot Forge Company · Illinois · Manufacturing

$39M in assets, 551 participants

Scot Forge Company's Scot Forge Company 401(k) Plan reported $39M in total assets and 551 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #16,377 in Manufacturing (20,602 peers)

Where Scot Forge Company 401(k) Plan sits by assets

Scot Forge Company 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 551 participants (~$71,622/participant), down 21.2% in 2022.

#16,377
in Manufacturing (20,602 peers)
-21.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scot Forge Company 401(k) Plan's outsized position by total assets

Scot Forge Company 401(k) Plan vs every filed plan by assets

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

$39,463,553 Top 14% higher than 86% 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

Scot Forge Company 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. Scot Forge Company 401(k) Plan sits mid-pack in the medium band (551 participants).

EBSA filing schedule strip

Filing strip 362911912 · Scot Forge Company PY 2022 · 401(k)

Scot Forge Company 401(k) Plan · $39M · 551 · 86th

  • PHOTO $39M
  • PHOTO 551
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near La Costena USA 401(k) Plan
  • PHOTO ind #16377

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 Illinois →

Scot Forge Company 401(k) Plan in the asset neighbourhood

Issi 401(k) Plan$39MScot Forge Company 401(k) PlanScot Forge Company 401(k) Pl…$39MLa Costena USA 401(k) Plan$39MManhattan West LLC 401(k) PlanManhattan West LLC 401(k) Pl…$39MNlogic, Inc. 401(k) Retirement PlanNlogic, Inc. 401(k) Retireme…$39M
End-of-year total assets ($M) among Scot Forge Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$39M
Net Income-$11M
Employer EIN362911912
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scot Forge Company)

Sponsor-wide plan assets over time

All Scot Forge Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 47.89158979919414% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1.01B $1.49B ▲ +47.5%
Year Plans Participants Total Assets
2022 2 1,046 $1.0B
2023 2 930 $1.2B
2024 2 943 $1.5B

Nearby 401(k) Plans in Illinois

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

Scot Forge Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Scot Forge Company 401(k) Plan, Total assets ($B): 0.039463553 · Participants: 551Scot Forge Company 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Scot Forge Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Scot Forge Company 401(k) Plan side-by-side with 3 peers →

Scot Forge Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is La Costena USA 401(k) Plan in MN ($39M); by covered participants it is Albertina Kerr Centers 401(k) Retirement Savings Plan in OR (551 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (551 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 Scot Forge Company 401(k) Plan assets move in 2022? ▼
Scot Forge Company 401(k) Plan declined sharply - down 21.2% during 2022, from $50M to $39M. Reported net income was -$11M.
How have Scot Forge Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scot Forge Company's sponsor-wide assets grew 47.9%, from $1.0B to $1.5B.
Where does Scot Forge Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Scot Forge Company 401(k) Plan ranks in the 86th 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 Scot Forge Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is La Costena USA 401(k) Plan in MN ($39M, 539 participants).
Which 401(k) plans cover a similar participant headcount to Scot Forge Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Albertina Kerr Centers 401(k) Retirement Savings Plan in OR (551 participants, $10M 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 362911912.

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.