401(k) · DOL Form 5500 · 2023

Forms & Surfaces Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
502
Participants Below avg headcount
80th
Percentile by assets National rank
$65,514
Avg per participant Low balance/head
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Official DOL plan name: Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Forms & Surfaces Inc. · Pennsylvania · Manufacturing

$33M in assets, 502 participants

Forms & Surfaces Inc.'s Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust reported $33M in total assets and 502 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #13,588 in Manufacturing (18,722 peers)

Where Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $33M for 502 participants (~$65,514/participant), up 15.5% in 2023.

#13,588
in Manufacturing (18,722 peers)
+15.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$32,888,133 Top 20% higher than 80% 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 & Surfaces Inc. 401(k) Profit Sharing Plan and Trust 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 & Surfaces Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (502 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 478 in the plan year 2022 filing to 502 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251476717 · Forms & Surfaces Inc. PY 2023 · 401(k)

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust · $33M · 502 · 80th

  • TYPE $33M
  • NET 502
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Sibcy Cline, Inc. and Affiliated Companies 401(k) Profit Sharing Plan
  • SCH ind #13588

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and TrustForms & Surfaces Inc. 401(k)…$33MSibcy Cline, Inc. and Affiliated Companies 401(k) Profit Sharing PlanSibcy Cline, Inc. and Affili…$33MMize Cpas, Inc. 401(k) Plan$33MCarson Medical Group 401(k) Retirement PlanCarson Medical Group 401(k) …$33MTodd & Weld 401(k) Profit Sharing PlanTodd & Weld 401(k) Profit Sh…$33M
End-of-year total assets ($M) among Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN251476717
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forms & Surfaces Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$34M 19.819497168928756% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.5M $34.1M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 478 $28M
2023 1 502 $33M
2024 1 454 $34M

Nearby 401(k) Plans in Pennsylvania

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

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.032888133 · Participants: 502Forms & Surfaces Inc. 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sibcy Cline, Inc. and Affiliated Companies 401(k) Profit Sharing Plan in OH ($33M); by covered participants it is Mariani Nut Company Inc. 401(k) Profit Sharing Plan in CA (502 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (502 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 & Surfaces Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 15.5% during 2023, from $28M to $33M. Reported net income was $4M.
How have Forms & Surfaces Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forms & Surfaces Inc.'s sponsor-wide assets grew 19.8%, from $28M to $34M.
Where does Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sibcy Cline, Inc. and Affiliated Companies 401(k) Profit Sharing Plan in OH ($33M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariani Nut Company Inc. 401(k) Profit Sharing Plan in CA (502 participants, $25M 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 251476717.

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.