401(k) · DOL Form 5500 · 2023

Forum Inc 401(k) Plan

Data updated 2026-08-25

$71K
Total assets Small plan by assets: 1
Participants Small participant base: 5th
Percentile by assets National rank: $70,939
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Forum Inc 401(k) Plan · Sponsored by Forum Inc · New York · Arts, Entertainment & Recreation

$71K in assets, 1 participants

Forum Inc's Forum Inc 401(k) Plan reported $71K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

#380 in Arts, Entertainment & Recreation (2,945 peers)

2023 asset change

Forum Inc 401(k) Plan contracted severely 31.9% in 2023 ($104K → $71K) for 1 participant.

#380
in Arts, Entertainment & Recreation (2,945 peers): -31.9%
assets change YoY

The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forum Inc 401(k) Plan among the smaller filed plans by assets

Forum Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$70,939 5th percentile higher than 5% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Forum Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forum Inc 401(k) Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Forum Inc 401(k) Plan reported net income rose from -$168K in the plan year 2022 filing to -$33K in the plan year 2023 filing.
Forum Inc 401(k) Plan end-of-year assets fell from $104K in the plan year 2022 filing to $71K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352682767 · Forum Inc PY 2023 · 401(k)

Forum Inc 401(k) Plan · $71K · 1 · 5th

IND $71K
IND 1
IND 5th
IND 401(k)
IND near Van Hook Enterprises, Inc. 401(k) Plan
IND ind #380

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

End-of-year total assets ($M) among Forum Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Forum Inc years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$104K
2023	1	1	$71K
2024	1	1	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$104K
Net Assets (End of Year)	$71K
Net Income	-$33K
Employer EIN	352682767
Plan Effective Date	2020-01-29
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Forum Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Forum Inc 401(k) Plan side-by-side with 3 peers →

Forum Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Van Hook Enterprises, Inc. 401(k) Plan in NC ($71K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71K here).

Van Hook Enterprises, Inc. 401(k) Plan (NC) $71K · 7
Jvj Enterprises, Inc. 401(k) Profit Sharing Plan (TX) $71K · 4
Winter Gardens Quality Foods, Inc. Retirement Plan (PA) $71K · 79
R&d Dental Sales & Repair, Inc. 401(k) Profit Sharing Plan (NC) $71K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Forum Inc 401(k) Plan assets move in 2023? ▼

Forum Inc 401(k) Plan contracted severely - down 31.9% during 2023, from $104K to $71K. Reported net income was -$33K.

Where does Forum Inc 401(k) Plan rank by assets among Form 5500 filers? ▼

Forum Inc 401(k) Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Forum Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Van Hook Enterprises, Inc. 401(k) Plan in NC ($71K, 7 participants).

Which 401(k) plans cover a similar participant headcount to Forum Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 352682767.