Profit Sharing · DOL Form 5500 · 2022

Forconi Diversified, Inc. Profit Sharing Plan

Data updated 2026-08-25

$62K
Total assets Small plan by assets
6
Participants Small participant base
4th
Percentile by assets National rank
$10,384
Avg per participant Low balance/head
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Official DOL plan name: Forconi Diversified, Inc. Retirement Plan · Sponsored by Forconi Diversified, Inc. · Ohio · Arts, Entertainment & Recreation

$62K in assets, 6 participants

Forconi Diversified, Inc.'s Forconi Diversified, Inc. Retirement Plan reported $62K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #331 in Arts, Entertainment & Recreation (3,077 peers)

What the 2022 filing shows

Forconi Diversified, Inc. Retirement Plan holds $62K for 6 participants - about $10,384 per participant, among the smaller plans by assets on file.

#331
in Arts, Entertainment & Recreation (3,077 peers)
-5.2%
assets change YoY

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forconi Diversified, Inc. Retirement Plan among the smaller filed plans by assets

Forconi Diversified, Inc. Retirement Plan vs every filed plan by assets

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

$62,304 4th percentile higher than 4% 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

Forconi Diversified, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forconi Diversified, Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 475311834 · Forconi Diversified, Inc. PY 2022 · Profit Sharing

Forconi Diversified, Inc. Retirement Plan · $62K · 6 · 4th

  • RANK $62K
  • RANK 6
  • RANK 4th
  • RANK Profit Sharing
  • RANK near Toto Holdings Inc. Retirement Plan
  • RANK ind #331

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 Ohio →

Forconi Diversified, Inc. Retirement Plan in the asset neighbourhood

Forconi Diversified, Inc. Retirement PlanForconi Diversified, Inc. Re…$62KToto Holdings Inc. Retirement PlanToto Holdings Inc. Retiremen…$62KWheeler Family Services, Inc. Profit Sharing PlanWheeler Family Services, Inc…$62KDegenhardt & Sons, Inc. Profit Sharing PlanDegenhardt & Sons, Inc. Prof…$62KNobilitat, Inc. Retirement PlanNobilitat, Inc. Retirement P…$62K
End-of-year total assets ($M) among Forconi Diversified, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$66K
Net Assets (End of Year)$62K
Net Income-$3K
Employer EIN475311834
Plan Effective Date2015-10-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Forconi Diversified, Inc.)

Sponsor-wide plan assets over time

All Forconi Diversified, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$68K 9.517847971237801% vs 2022
2024 filing year
$0.06M$0.06M$0.07M$0.07M$0.08M 202220232024 $0.06M $0.07M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 6 $62K
2023 1 5 $64K
2024 1 4 $68K

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Forconi Diversified, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Forconi Diversified, Inc. Retirement Plan, Total assets ($B): 0.000062304 · Participants: 6Forconi Diversified, Inc. Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Forconi Diversified, Inc. Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Forconi Diversified, Inc. Retirement Plan side-by-side with 3 peers →

Forconi Diversified, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Toto Holdings Inc. Retirement Plan in MA ($62K); by covered participants it is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Forconi Diversified, Inc. Retirement Plan assets move in 2022? ▼
Forconi Diversified, Inc. Retirement Plan pulled back noticeably - down 5.2% during 2022, from $66K to $62K. Reported net income was -$3K.
How have Forconi Diversified, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forconi Diversified, Inc.'s sponsor-wide assets grew 9.5%, from $62K to $68K.
Where does Forconi Diversified, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Forconi Diversified, Inc. Retirement Plan ranks in the 4th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Forconi Diversified, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Toto Holdings Inc. Retirement Plan in MA ($62K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Forconi Diversified, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hillin and Company, P.C. Profit Sharing Plan in MO (6 participants, $432K 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 475311834.

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.