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
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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

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

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.

See the national 2022→2023 release diff →

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

Smith Noble Home, Inc 401(k) PlanSmith Noble Home, Inc 401(k)…$7MDuncan Employees 401(k) Savings PlanDuncan Employees 401(k) Savi…$7MForman Mills, 401(k) Retirement PlanForman Mills, 401(k) Retirem…$7MJedec 401(k) Plan$7MThe Joint Corp. 401(k) Plan$7M
End-of-year total assets ($M) among Forman Mills, 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$6M$6.5M$7M$7.5M 20222023 $6.19M $6.93M ▲ +12.0%
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 EIN232399150
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Forman Mills, 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Forman Mills, 401(k) Retirement Plan, Total assets ($B): 0.006934844 · Participants: 1433Forman Mills, 401(k) Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Forman Mills, 401(k) Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (1,433 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 Forman Mills, 401(k) Retirement Plan assets move in 2023?
Forman Mills, 401(k) Retirement Plan grew at a solid clip - up 12.1% during 2023, from $6M to $7M. Reported net income was $747K.
How have Forman Mills plan assets changed over time?
Across 2 plan years on file (2022-2023), Forman Mills's sponsor-wide assets grew 12.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Forman Mills, 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Jedec 401(k) Plan in VA ($7M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Forman Mills, 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan for Employees of Seacoast National Bank in FL (1,433 participants, $118M in assets).