401(k) · DOL Form 5500 · 2023

Formstack, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 253
Participants Below avg headcount: 60th
Percentile by assets National rank: $42,333
Avg per participant Low balance/head

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Official DOL plan name: Formstack, LLC 401(k) Plan · Sponsored by Formstack, LLC · Indiana · Professional & Technical Services

$11M in assets, 253 participants

Formstack, LLC's Formstack, LLC 401(k) Plan reported $11M in total assets and 253 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

#11,971 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

Formstack, LLC 401(k) Plan covers 253 participants in Indiana, about 47% of the average Indiana filer (state average ~541 per filing). Assets: $11M.

#11,971
in Professional & Technical Services (20,321 peers): +23.7%
assets growth YoY

Formstack, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Formstack, LLC 401(k) Plan vs every filed plan by assets

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

$10,710,297 Top 40% higher than 60% 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

Formstack, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Formstack, LLC 401(k) Plan sits mid-pack in the medium band (253 participants).

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%)

Formstack, LLC 401(k) Plan reported net income rose from $335K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Formstack, LLC 401(k) Plan reported participants rose from 204 in the plan year 2022 filing to 253 in the plan year 2023 filing.
Formstack, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 262860913 · Formstack, LLC PY 2023 · 401(k)

Formstack, LLC 401(k) Plan · $11M · 253 · 60th

NET $11M
BOOK 253
VS-ST 60th
BOY 401(k)
SCH near Sfk Development Investment Trust
EBSA ind #11971

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 Professional & Technical Services retirement plans → · Plans in Indiana →

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

Indiana filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	262860913
Plan Effective Date	2008-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Formstack, LLC)

Latest sponsor-wide plan assets: $15M 67.8530138214653% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	204	$9M
2023	1	253	$11M
2024	1	149	$15M

Nearby 401(k) Plans in Indiana

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

Formstack, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Formstack, LLC 401(k) Plan side-by-side with 3 peers →

Formstack, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Sfk Development Investment Trust in TX ($11M); by covered participants it is Helm Group, Inc. 401(k) Plan in IL (253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Sfk Development Investment Trust (TX) $11M · 6
Ken Grody Ford 401(k) Profit Sharing Plan (CA) $11M · 430
Steves & Sons Employees 401(k) Profit Sharing Plan (TX) $11M · 1,332
Ortale, Kelley, Herbert & Crawford 401(k) Profit Sharing Plan & Trust (TN) $11M · 52

Similar participant headcount

Nearest other-state filings by covered participants (253 participants); asset peers above are excluded.

Helm Group, Inc. 401(k) Plan (IL) 253 · 0 off
Ollion 401(k) Plan (WA) 253 · 0 off
Argi Financial Group, LLC 401(k) Plan (KY) 253 · 0 off
Ici Homes Residential Holdings LLC 401(k) Savings Plan (FL) 253 · 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 Formstack, LLC 401(k) Plan assets move in 2023? ▼

Formstack, LLC 401(k) Plan grew sharply - up 23.7% during 2023, from $9M to $11M. Reported net income was $2M.

How have Formstack, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Formstack, LLC's sponsor-wide assets grew 67.9%, from $9M to $15M.

Which 401(k) plans are similar in size to Formstack, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sfk Development Investment Trust in TX ($11M, 6 participants).

Which 401(k) plans cover a similar participant headcount to Formstack, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Helm Group, Inc. 401(k) Plan in IL (253 participants, $56M 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 262860913.