401(k) · DOL Form 5500 · 2023
Formsoft Group Ltd 401(k) Plan
Data updated 2026-08-25
- $420K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $209,958
- Avg per participant Above avg balance/head
Official DOL plan name: Formsoft Group Ltd. 401(k) Profit Sharing Plan · Sponsored by Formsoft Group Ltd · Ohio · Information & Media
$420K in assets, 2 participants
Formsoft Group Ltd's Formsoft Group Ltd. 401(k) Profit Sharing Plan reported $420K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #235 in Information & Media (2,818 peers)
Formsoft Group Ltd multi-year trail
Formsoft Group Ltd's plans moved -47.9% in assets from 2022 to 2024; this filing shows Formsoft Group Ltd. 401(k) Profit Sharing Plan at $420K / 2 participants.
- #235
- in Information & Media (2,818 peers)
- -56.7%
- assets change YoY
The plan reported a net loss of $550K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Formsoft Group Ltd. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Formsoft Group Ltd. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$419,916 16th percentile higher than 16% 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
Formsoft Group Ltd. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Formsoft Group Ltd. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Formsoft Group Ltd. 401(k) Profit Sharing Plan reported net income fell from -$140K in the plan year 2022 filing to -$550K in the plan year 2023 filing.
- Formsoft Group Ltd. 401(k) Profit Sharing Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Formsoft Group Ltd. 401(k) Profit Sharing Plan end-of-year assets fell from $970K in the plan year 2022 filing to $420K in the plan year 2023 filing.
DOL schedule card
Filing strip 311543091 · Formsoft Group Ltd PY 2023 · 401(k)
Formsoft Group Ltd. 401(k) Profit Sharing Plan · $420K · 2 · 16th
- EOY $420K
- 5500 2
- ASSETS 16th
- PCT 401(k)
- EIN near R & D Research, Inc. 401(k) Profit Sharing Plan
- RANK ind #235
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 Information & Media retirement plans → · Plans in Ohio →
Formsoft Group Ltd. 401(k) Profit Sharing Plan in the asset neighbourhood
Formsoft Group Ltd multi-year asset trail
Sponsor-wide plan assets over time
All Formsoft Group Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $505K 47.92557571934642% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $970K |
| 2023 | 1 | 2 | $420K |
| 2024 | 1 | N/A | $505K |
Formsoft Group Ltd filing trail (2023)
| Total Assets (Beginning of Year) | $970K |
|---|---|
| Net Assets (End of Year) | $420K |
| Net Income | -$550K |
| Employer EIN | 311543091 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Formsoft Group Ltd. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is R & D Research, Inc. 401(k) Profit Sharing Plan in TN ($420K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($420K here).
- R & D Research, Inc. 401(k) Profit Sharing Plan (TN) $420K · 1
- Brooklyn Laboratory Charter Schools 403(b) Plan (NY) $420K · 96
- Hchtm, Inc. 401(k) Plan (TX) $420K · N/A
- Backhomee South Inc Retirement Plan (GA) $420K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.