401(k) · DOL Form 5500 · 2023

Forge Industries, Inc. 401(k) Plan

Data updated 2026-08-11

$124M
Total assets
673
Participants
93rd
Percentile by assets
$184,503
Avg per participant
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Official DOL plan name: Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan · Sponsored by Forge Industries, Inc. · Ohio · Wholesale Trade

$124M in assets, 673 participants

Forge Industries, Inc.'s Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan reported $124M in total assets and 673 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #5,934 in Wholesale Trade (6,309 peers)

Where Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan sits by assets

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $124M for 673 participants (~$184,503/participant), up 26.5% in 2023.

$124M
total plan assets (2023 EOY)
673
covered participants
93rd
percentile by assets (of 127,072 plans)
$184,503
avg assets per participant

Where Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan sits by total assets

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs every filed plan by assets

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

$124,170,811 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan reported net income rose from -$19M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan end-of-year assets rose from $98M in the plan year 2022 filing to $124M in the plan year 2023 filing.
  • Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan reported participants rose from 649 in the plan year 2022 filing to 673 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Wholesale Trade

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs the 2023 asset distribution

By assets, Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$124M
Net Income$26M
Employer EIN340485880
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forge Industries, Inc.)

$80M$100M$120M$140M$160M 202220232024 $98.2M $148M ▲ +50.8%
Total plan assets by year, all Forge Industries, Inc. plans on file
Year Plans Participants Total Assets
2022 1 649 $98M
2023 1 673 $124M
2024 1 691 $148M

Nearby 401(k) Plans in Ohio

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

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Forge Industries, In…, Total assets ($B): 0.124170811 · Participants: 673Forge Industries, In…GE Retirement Saving…, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Saving…The Sherwin-Williams…, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams…The Progressive 401(…, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(…The Kroger Co. 401(k…, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k…Nationwide Savings P…, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings P…
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Forge Industries, Inc. and Affiliated Co… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan assets move in 2023? ▼
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan grew sharply - up 26.5% during 2023, from $98M to $124M. Reported net income was $26M.
How have Forge Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forge Industries, Inc.'s sponsor-wide assets grew 50.8%, from $98M to $148M.
Where does Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zenith American Solutions, Inc. Retirement Savings 401(k) Plan in FL ($124M, 1,515 participants).

Next read for Forge Industries, Inc. and Affiliated Co…

Scale reading

Ways to act on Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan's numbers.

  • By total assets, Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
  • Forge Industries, Inc.'s sponsor-wide assets have grown 50.8% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 340485880.

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.