401(k) · DOL Form 5500 · 2022
Formrite Companies Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $22,530
- Avg per participant Low balance/head
Official DOL plan name: Formrite Companies Union 401(k) Plan · Sponsored by Formrite Companies Inc · Wisconsin · Wholesale Trade
$2M in assets, 104 participants
Formrite Companies Inc's Formrite Companies Union 401(k) Plan reported $2M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #1,628 in Wholesale Trade (6,843 peers)
Coverage in Wisconsin
Formrite Companies Union 401(k) Plan covers 104 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $2M.
- #1,628
- in Wholesale Trade (6,843 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $348K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Formrite Companies Union 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Formrite Companies Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,343,143 36th percentile higher than 36% 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
Formrite Companies Union 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. Formrite Companies Union 401(k) Plan sits mid-pack in the medium band (104 participants).
Form 5500 schedule snapshot
Filing strip 390800833 · Formrite Companies Inc PY 2022 · 401(k)
Formrite Companies Union 401(k) Plan · $2M · 104 · 36th
- TYPE $2M
- TYPE 104
- TYPE 36th
- TYPE 401(k)
- TYPE near Country Home Savings Plan
- TYPE ind #1628
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 Wholesale Trade retirement plans → · Plans in Wisconsin →
Formrite Companies Union 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$348K |
| Employer EIN | 390800833 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Formrite Companies Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Country Home Savings Plan in TX ($2M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- First City Credit Union 401(k) Plan (CA) 104 · 0 off
- Able Communications Inc. 401(k) Plan (TX) 104 · 0 off
- Ppr Foods, LLC 401(k) Profit Sharing Plan (NC) 104 · 0 off
- Taprite, Inc. 401(k) Retirement Plan (TX) 104 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.