401(k) · DOL Form 5500 · 2023
Forge Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 673
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $184,503
- Avg per participant Above avg balance/head
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.
- #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.
- #5,934
- in Wholesale Trade (6,309 peers)
- +26.5%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing 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. Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan sits mid-pack in the medium band (673 participants).
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.
Form 5500 schedule snapshot
Filing strip 340485880 · Forge Industries, Inc. PY 2023 · 401(k)
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan · $124M · 673 · 93rd
- EBSA $124M
- PART 673
- TYPE 93rd
- NET 401(k)
- BOOK near Zenith American Solutions, Inc. Retirement Savings 401(k) Plan
- VS-ST ind #5934
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 Ohio →
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $26M |
| Employer EIN | 340485880 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forge Industries, Inc.)
Sponsor-wide plan assets over time
All Forge Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $148M 50.758713235361164% vs 2022
- 2024 filing year
| 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.
- 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
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Zenith American Solutions, Inc. Retirement Savings 401(k) Plan in FL ($124M); by covered participants it is Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. in PA (673 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Zenith American Solutions, Inc. Retirement Savings 401(k) Plan (FL) $124M · 1,515
- Huntsworth Group, Inc. USA 401(k) Plan (PA) $124M · 1,069
- Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan (CA) $124M · 144
- Monterey Bay Aquarium Research Institute 403(b) Plan (CA) $124M · 180
Similar participant headcount
Nearest other-state filings by covered participants (673 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.