401(k) · DOL Form 5500 · 2023

Forum Credit Union 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
386
Participants Below avg headcount
86th
Percentile by assets National rank
$136,513
Avg per participant Near avg balance/head
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Official DOL plan name: Forum Credit Union 401(k) Plan · Sponsored by Forum Credit Union · Indiana · Finance & Insurance

$53M in assets, 386 participants

Forum Credit Union's Forum Credit Union 401(k) Plan reported $53M in total assets and 386 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,960 in Finance & Insurance (8,869 peers)

Where Forum Credit Union 401(k) Plan sits by assets

Forum Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $53M for 386 participants (~$136,513/participant), up 22.6% in 2023.

#6,960
in Finance & Insurance (8,869 peers)
+22.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Forum Credit Union 401(k) Plan's outsized position by total assets

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

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

$52,694,114 Top 14% higher than 86% of 127,068 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 2023

Forum Credit Union 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. Forum Credit Union 401(k) Plan sits mid-pack in the medium band (386 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forum Credit Union 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Forum Credit Union 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Forum Credit Union 401(k) Plan reported participants rose from 382 in the plan year 2022 filing to 386 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 350779057 · Forum Credit Union PY 2023 · 401(k)

Forum Credit Union 401(k) Plan · $53M · 386 · 86th

  • ASSETS $53M
  • ASSETS 386
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near Music Choice 401(k) Savings Plan
  • ASSETS ind #6960

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 Finance & Insurance retirement plans → · Plans in Indiana →

Forum Credit Union 401(k) Plan in the asset neighbourhood

Its Technologies & Logistics, LLC 401(k) Retirement Savings PlanIts Technologies & Logistics…$53MForum Credit Union 401(k) PlanForum Credit Union 401(k) Pl…$53MMusic Choice 401(k) Savings PlanMusic Choice 401(k) Savings …$53MLearjet Inc. Tax-Deferred Savings Plan for Represented EmployeesLearjet Inc. Tax-Deferred Sa…$53MHaug Partners LLP 401(k) Plan$53M
End-of-year total assets ($M) among Forum Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$53M
Net Income$10M
Employer EIN350779057
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forum Credit Union)

Sponsor-wide plan assets over time

All Forum Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 45.41289316417914% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43M $62.5M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 382 $43M
2023 1 386 $53M
2024 1 395 $62M

Nearby 401(k) Plans in Indiana

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

Forum Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Forum Credit Union 401(k) Plan, Total assets ($B): 0.052694114 · Participants: 386Forum Credit Union 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Forum Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Forum Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Music Choice 401(k) Savings Plan in PA ($53M); by covered participants it is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (386 participants); asset peers above are excluded.

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 Credit Union 401(k) Plan assets move in 2023? ▼
Forum Credit Union 401(k) Plan grew sharply - up 22.6% during 2023, from $43M to $53M. Reported net income was $10M.
How have Forum Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forum Credit Union's sponsor-wide assets grew 45.4%, from $43M to $62M.
Where does Forum Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Forum Credit Union 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Forum Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Music Choice 401(k) Savings Plan in PA ($53M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Forum Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ajr Trucking, Inc. 401(k) Plan in CA (386 participants, $4M 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 350779057.

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.