401(k) · DOL Form 5500 · 2022

Forge Industries, Inc. 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
649
Participants
93rd
Percentile by assets
$151,236
Avg per participant
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Official DOL plan name: Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan · Sponsored by Forge Industries, Inc. · Ohio · Wholesale Trade

$98M in assets, 649 participants

Forge Industries, Inc.'s Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan reported $98M in total assets and 649 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #6,436 in Wholesale Trade (6,843 peers)

Where Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan sits by assets

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $98M for 649 participants (~$151,236/participant), down 16.2% in 2022.

$98M
total plan assets (2022 EOY)
649
covered participants
93rd
percentile by assets (of 139,126 plans)
$151,236
avg assets per participant

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs the 2022 asset distribution

By assets, Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$98M
Net Income-$19M
Employer EIN340485880
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forge Industries, Inc.)

$80M$100M$120M$140M$160M 202220232024 $98.2M $148M ▲ +50.8%
Total plan assets by year, all Forge Industries, Inc. plans on file
Year Plans Participants Total Assets
2022 1 649 $98M
2023 1 673 $124M
2024 1 691 $148M

Nearby 401(k) Plans in Ohio

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

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Forge Industries, In…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…Marathon Petroleum T…
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan assets move in 2022?
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan declined sharply - down 16.2% during 2022, from $117M to $98M. Reported net income was -$19M.
How have Forge Industries, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Forge Industries, Inc.'s sponsor-wide assets grew 50.8%, from $98M to $148M.
Where does Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan rank by assets among Form 5500 filers?
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Arauco North America, Inc. Retirement Plan in SC ($98M, 1,143 participants).

Next read for Forge Industries, Inc. and Affiliated Co…

Scale reading

Ways to act on Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan's numbers.

  • By total assets, Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
  • Forge Industries, Inc.'s sponsor-wide assets have grown 50.8% since 2022 across 3 plan years on file. More Wholesale Trade plans