401(k) · DOL Form 5500 · 2023

Forms & Supply Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
272
Participants Below avg headcount
62nd
Percentile by assets National rank
$43,030
Avg per participant Low balance/head
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Official DOL plan name: Forms & Supply, Inc. 401(k) Plan · Sponsored by Forms & Supply Inc. · North Carolina · Wholesale Trade

$12M in assets, 272 participants

Forms & Supply Inc.'s Forms & Supply, Inc. 401(k) Plan reported $12M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,454 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Forms & Supply, Inc. 401(k) Plan covers 272 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.

#3,454
in Wholesale Trade (6,309 peers)
+13.6%
assets growth YoY

Forms & Supply, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Forms & Supply, Inc. 401(k) Plan vs every filed plan by assets

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

$11,704,180 Top 38% higher than 62% 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

Forms & Supply, Inc. 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. Forms & Supply, Inc. 401(k) Plan sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forms & Supply, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Forms & Supply, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Forms & Supply, Inc. 401(k) Plan reported participants rose from 247 in the plan year 2022 filing to 272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560903427 · Forms & Supply Inc. PY 2023 · 401(k)

Forms & Supply, Inc. 401(k) Plan · $12M · 272 · 62nd

  • IND $12M
  • IND 272
  • IND 62nd
  • IND 401(k)
  • IND near Wesson & Mothershed Management Company, LLC Psp
  • IND ind #3454

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Forms & Supply, Inc. 401(k) Plan in the asset neighbourhood

Forms & Supply, Inc. 401(k) PlanForms & Supply, Inc. 401(k) …$12MWesson & Mothershed Management Company, LLC PspWesson & Mothershed Manageme…$12MFareportal 401(k) Plan$12MAtalys 401(k) Plan$12MAeries Software, Inc. 401(k) Profit Sharing PlanAeries Software, Inc. 401(k)…$12M
End-of-year total assets ($M) among Forms & Supply, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN560903427
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forms & Supply Inc.)

Sponsor-wide plan assets over time

All Forms & Supply Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 11.422216221761747% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.3M $11.5M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 247 $10M
2023 1 272 $12M
2024 1 273 $11M

Nearby 401(k) Plans in North Carolina

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

Forms & Supply, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Forms & Supply, Inc. 401(k) Plan, Total assets ($B): 0.01170418 · Participants: 272Forms & Supply, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Forms & Supply, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Forms & Supply, Inc. 401(k) Plan side-by-side with 3 peers →

Forms & Supply, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Wesson & Mothershed Management Company, LLC Psp in MS ($12M); by covered participants it is Feesers, Inc. Profit Sharing Plan in PA (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Forms & Supply, Inc. 401(k) Plan assets move in 2023? ▼
Forms & Supply, Inc. 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $10M to $12M. Reported net income was $1M.
How have Forms & Supply Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forms & Supply Inc.'s sponsor-wide assets grew 11.4%, from $10M to $11M.
Which 401(k) plans are similar in size to Forms & Supply, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wesson & Mothershed Management Company, LLC Psp in MS ($12M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Forms & Supply, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Feesers, Inc. Profit Sharing Plan in PA (272 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 560903427.

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.