Profit Sharing · DOL Form 5500 · 2022
Forbo Siegling, LLC Profit Sharing Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 328
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $40,936
- Avg per participant Low balance/head
Official DOL plan name: Forbo Siegling, LLC Retirement Plan and Trust · Sponsored by Forbo Siegling, LLC · North Carolina · Manufacturing
$13M in assets, 328 participants
Forbo Siegling, LLC's Forbo Siegling, LLC Retirement Plan and Trust reported $13M in total assets and 328 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #12,269 in Manufacturing (20,602 peers)
Coverage in North Carolina
Forbo Siegling, LLC Retirement Plan and Trust covers 328 participants in North Carolina, about 40% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.
- #12,269
- in Manufacturing (20,602 peers)
- -20.2%
- assets change YoY
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.
Forbo Siegling, LLC Retirement Plan and Trust's outsized position by total assets
Forbo Siegling, LLC Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,426,871 Top 29% higher than 71% 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
Forbo Siegling, LLC Retirement 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. Forbo Siegling, LLC Retirement Plan and Trust sits mid-pack in the medium band (328 participants).
EBSA filing schedule strip
Filing strip 800005748 · Forbo Siegling, LLC PY 2022 · Profit Sharing
Forbo Siegling, LLC Retirement Plan and Trust · $13M · 328 · 71st
- VS-ST $13M
- VS-ST 328
- VS-ST 71st
- VS-ST Profit Sharing
- VS-ST near Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Bothar Construction, LLC
- VS-ST ind #12269
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 North Carolina →
Forbo Siegling, LLC Retirement Plan and Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 800005748 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forbo Siegling, LLC)
Sponsor-wide plan assets over time
All Forbo Siegling, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 32.03192444805517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 691 | $38M |
| 2023 | 2 | 723 | $41M |
| 2024 | 1 | 365 | $26M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $1.9B · 29,251
- Wakemed Retirement Savings Plan $1.1B · 11,689
- Charter Communications, Inc. Retirement Accumulation Plan $993M · 88,468
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $95M · 5,217
- Baker & Taylor Retirement Savings Plan $60M · 1,358
Forbo Siegling, LLC Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Bothar Construction, LLC in NY ($13M); by covered participants it is The North Fork Express/Montauk Bus Companies 401(k) Savings Plan in NY (328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Bothar Construction, LLC (NY) $13M · 91
- Intl. Brotherhood of Electrical Workers Local Union No. 1919 Annuity Fund (NJ) $13M · 628
- Hutton and Hutton Profit Sharing Plan (KS) $13M · 14
- Newton Clinic, P.C. Profit Sharing Plan (IA) $13M · 49
Similar participant headcount
Nearest other-state filings by covered participants (328 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.