401(k) · DOL Form 5500 · 2023

Forum Capital Partners II, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 13
Participants Small participant base: 59th
Percentile by assets National rank: $768,174
Avg per participant High balance/head

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Official DOL plan name: Forum Capital Partners II, LLC 401(k) Retirement Plan · Sponsored by Forum Capital Partners II, LLC · Florida · Professional & Technical Services

$10M in assets, 13 participants

Forum Capital Partners II, LLC's Forum Capital Partners II, LLC 401(k) Retirement Plan reported $10M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

#11,616 in Professional & Technical Services (20,321 peers)

2023 asset change

Forum Capital Partners II, LLC 401(k) Retirement Plan grew sharply 17.2% in 2023 ($9M → $10M) for 13 participants.

#11,616
in Professional & Technical Services (20,321 peers): +17.2%
assets growth YoY

Forum Capital Partners II, LLC 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Forum Capital Partners II, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$9,986,262 Top 41% higher than 59% 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 Capital Partners II, LLC 401(k) Retirement 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. Forum Capital Partners II, LLC 401(k) Retirement Plan is a small filing (13 participants) on this national headcount ladder.

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%)

Form 5500 schedule snapshot

Filing strip 872854500 · Forum Capital Partners II, LLC PY 2023 · 401(k)

Forum Capital Partners II, LLC 401(k) Retirement Plan · $10M · 13 · 59th

NET $10M
NET 13
NET 59th
NET 401(k)
NET near Crofton Diving Corporation 401(k) Profit Sharing Plan
NET ind #11616

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 Florida →

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

Forum Capital Partners II, LLC years around the 2023 move

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

Year	Plans	Participants	Total Assets
2023	1	13	$10M
2024	1	3	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$10M
Net Income	$1M
Employer EIN	872854500
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Forum Capital Partners II, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Forum Capital Partners II, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Forum Capital Partners II, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Crofton Diving Corporation 401(k) Profit Sharing Plan in VA ($10M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Crofton Diving Corporation 401(k) Profit Sharing Plan (VA) $10M · 127
V2soft, Inc. 401(k) Plan (MI) $10M · 205
Rural Med 401(k) Plan (NE) $10M · 124
Arb Midstream Management LLC 401(k) Plan (CO) $10M · 95

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

Mid-America Eye Center, Inc. Employees' Profit Sharing Plan (KS) 13 · 0 off
Aj Machining, LLC 401(k)/Profit Sharing Plan (MN) 13 · 0 off
Southlake Neurology 401(k) Plan (TX) 13 · 0 off
Ralph J Becker Dds P C 401(k) Profit Sharing Plan & Trust (MI) 13 · 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 Capital Partners II, LLC 401(k) Retirement Plan assets move in 2023? ▼

Forum Capital Partners II, LLC 401(k) Retirement Plan grew sharply - up 17.2% during 2023, from $9M to $10M. Reported net income was $1M.

Which 401(k) plans are similar in size to Forum Capital Partners II, LLC 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Crofton Diving Corporation 401(k) Profit Sharing Plan in VA ($10M, 127 participants).

Which 401(k) plans cover a similar participant headcount to Forum Capital Partners II, LLC 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 872854500.