ESOP · DOL Form 5500 · 2023

Forma Design, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
28th
Percentile by assets National rank
$118,072
Avg per participant Near avg balance/head
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Official DOL plan name: Forma Design, Inc. Employee Stock Ownership Plan · Sponsored by Forma Design, Inc. · California · Professional & Technical Services

$2M in assets, 13 participants

Forma Design, Inc.'s Forma Design, Inc. Employee Stock Ownership Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,697 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Forma Design, Inc. Employee Stock Ownership Plan holds $2M for 13 participants - about $118,072 per participant, in the lower half of filed plans by assets.

#4,697
in Professional & Technical Services (20,321 peers)
$1M
reported net income

Forma Design, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Forma Design, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,534,935 28th percentile higher than 28% 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

Forma Design, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forma Design, Inc. Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 330158072 · Forma Design, Inc. PY 2023 · ESOP

Forma Design, Inc. Employee Stock Ownership Plan · $2M · 13 · 28th

  • NET $2M
  • BOOK 13
  • VS-ST 28th
  • BOY ESOP
  • SCH near Schonsheck, Inc. ESOP
  • EBSA ind #4697

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 What is an ESOP? → · Plans in California →

Forma Design, Inc. Employee Stock Ownership Plan in the asset neighbourhood

First National Bank of Dryden Employees Stock Ownership PlanFirst National Bank of Dryde…$2MC & J Well Drilling Company Employee Stock Ownership Plan and Trust AgreementC & J Well Drilling Company …$2MForma Design, Inc. Employee Stock Ownership PlanForma Design, Inc. Employee …$2MSchonsheck, Inc. ESOP$2MThe Origen Biomedical, Inc. Employee Stock Ownership PlanThe Origen Biomedical, Inc. …$2M
End-of-year total assets ($M) among Forma Design, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN330158072
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forma Design, Inc.)

Sponsor-wide plan assets over time

All Forma Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.40671754830009% vs 2023
2024 filing year
$1.5M$1.55M$1.6M$1.65M$1.7M 20232024 $1.53M $1.68M ▲ +9.8%
Year Plans Participants Total Assets
2023 1 13 $2M
2024 1 12 $2M

Nearby ESOP Plans in California

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

Forma Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Forma Design, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001534935 · Participants: 13Forma Design, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Forma Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Forma Design, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Forma Design, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Schonsheck, Inc. ESOP in MI ($2M); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 have Forma Design, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Forma Design, Inc.'s sponsor-wide assets grew 9.4%, from $2M to $2M.
Which ESOP plans are similar in size to Forma Design, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Schonsheck, Inc. ESOP in MI ($2M, 9 participants).
Which ESOP plans cover a similar participant headcount to Forma Design, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants, N/A 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 330158072.

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.