401(k) · DOL Form 5500 · 2023
Forman Mills 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 1,433
- Participants Near avg headcount
- 51st
- Percentile by assets National rank
- $4,839
- Avg per participant Low balance/head
Official DOL plan name: Forman Mills, 401(k) Retirement Plan · Sponsored by Forman Mills · New Jersey · Retail Trade
$7M in assets, 1,433 participants
Forman Mills's Forman Mills, 401(k) Retirement Plan reported $7M in total assets and 1,433 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #5,138 in Retail Trade (8,414 peers)
Forman Mills multi-year trail
Forman Mills's plans moved +12.1% in assets from 2022 to 2023; this filing shows Forman Mills, 401(k) Retirement Plan at $7M / 1,433 participants.
- #5,138
- in Retail Trade (8,414 peers)
- +12.1%
- assets growth YoY
Forman Mills, 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers
Forman Mills, 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,934,844 Top 49% higher than 51% 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
Forman Mills, 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forman Mills, 401(k) Retirement Plan lands in the large band (1,433 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Forman Mills, 401(k) Retirement Plan reported net income rose from -$392K in the plan year 2022 filing to $747K in the plan year 2023 filing.
- Forman Mills, 401(k) Retirement Plan reported participants rose from 1,271 in the plan year 2022 filing to 1,433 in the plan year 2023 filing.
- Forman Mills, 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 232399150 · Forman Mills PY 2023 · 401(k)
Forman Mills, 401(k) Retirement Plan · $7M · 1,433 · 51st
- IND $7M
- IND 1,433
- IND 51st
- IND 401(k)
- IND near Jedec 401(k) Plan
- IND ind #5138
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 Retail Trade retirement plans → · Plans in New Jersey →
Forman Mills, 401(k) Retirement Plan in the asset neighbourhood
Forman Mills multi-year asset trail
Sponsor-wide plan assets over time
All Forman Mills plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 12.070715869214816% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,271 | $6M |
| 2023 | 1 | 1,433 | $7M |
Forman Mills filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $747K |
| Employer EIN | 232399150 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Forman Mills, 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Jedec 401(k) Plan in VA ($7M); by covered participants it is Retirement Savings Plan for Employees of Seacoast National Bank in FL (1,433 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Jedec 401(k) Plan (VA) $7M · 6
- The Joint Corp. 401(k) Plan (AZ) $7M · 680
- Smith Noble Home, Inc 401(k) Plan (CA) $7M · 193
- Duncan Employees 401(k) Savings Plan (IN) $7M · 145
Similar participant headcount
Nearest other-state filings by covered participants (1,433 participants); asset peers above are excluded.
- Retirement Savings Plan for Employees of Seacoast National Bank (FL) 1,433 · 0 off
- Allete and Affiliated Companies Retirement Savings and Stock Ownership Plan (MN) 1,433 · 0 off
- Everbank, N.a. 401(k) Plan (FL) 1,433 · 0 off
- Applied Technical Services, 401(k) Plan (GA) 1,433 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.