401(k) · DOL Form 5500 · 2023

Form Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$147M
Total assets Near avg plan size
1,389
Participants Near avg headcount
93rd
Percentile by assets National rank
$105,590
Avg per participant Below avg balance/head
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Official DOL plan name: Form Technologies 401(k) Plan · Sponsored by Form Technologies, Inc. · North Carolina · Manufacturing

$147M in assets, 1,389 participants

Form Technologies, Inc.'s Form Technologies 401(k) Plan reported $147M in total assets and 1,389 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.

  • #16,842 in Manufacturing (18,722 peers)

Where Form Technologies 401(k) Plan sits by assets

Form Technologies 401(k) Plan sits in the top 10% of all filed plans by assets, $147M for 1,389 participants (~$105,590/participant), up 11.4% in 2023.

#16,842
in Manufacturing (18,722 peers)
+11.4%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Form Technologies 401(k) Plan's outsized position by total assets

Form Technologies 401(k) Plan vs every filed plan by assets

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

$146,664,537 Top 7% higher than 93% 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

Form Technologies 401(k) 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. Form Technologies 401(k) Plan lands in the large band (1,389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Form Technologies 401(k) Plan reported net income rose from -$25M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Form Technologies 401(k) Plan end-of-year assets rose from $132M in the plan year 2022 filing to $147M in the plan year 2023 filing.
  • Form Technologies 401(k) Plan reported participants fell from 1,416 in the plan year 2022 filing to 1,389 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 900728033 · Form Technologies, Inc. PY 2023 · 401(k)

Form Technologies 401(k) Plan · $147M · 1,389 · 93rd

  • EOY $147M
  • 5500 1,389
  • ASSETS 93rd
  • PCT 401(k)
  • EIN near The Pepper Companies, Inc. Retirement and Savings Plan
  • RANK ind #16842

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 North Carolina →

Form Technologies 401(k) Plan in the asset neighbourhood

The Pepper Companies, Inc. Retirement and Savings PlanThe Pepper Companies, Inc. R…$147MForm Technologies 401(k) Plan$147MMaterial Handling Systems, Inc. 401(k) Profit Sharing PlanMaterial Handling Systems, I…$147MPluralsight 401(k) Plan$147MAmerican Hospital Association 401(k) Thrift and Savings PlanAmerican Hospital Associatio…$147M
End-of-year total assets ($M) among Form Technologies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$147M
Net Income$15M
Employer EIN900728033
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Form Technologies, Inc.)

Sponsor-wide plan assets over time

All Form Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$159M 20.793485920161434% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $132M $159M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 1,416 $132M
2023 1 1,389 $147M
2024 1 1,109 $159M

Nearby 401(k) Plans in North Carolina

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

Form Technologies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Form Technologies 401(k) Plan, Total assets ($B): 0.146664537 · Participants: 1389Form Technologies 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Form Technologies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Form Technologies 401(k) Plan side-by-side with 3 peers →

Form Technologies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The Pepper Companies, Inc. Retirement and Savings Plan in IL ($147M); by covered participants it is Idaho Forest Group LLC 401(k) Plan in ID (1,389 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,389 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 Form Technologies 401(k) Plan assets move in 2023? ▼
Form Technologies 401(k) Plan grew at a solid clip - up 11.4% during 2023, from $132M to $147M. Reported net income was $15M.
How have Form Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Form Technologies, Inc.'s sponsor-wide assets grew 20.8%, from $132M to $159M.
Where does Form Technologies 401(k) Plan rank by assets among Form 5500 filers? ▼
Form Technologies 401(k) 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 Form Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Pepper Companies, Inc. Retirement and Savings Plan in IL ($147M, 600 participants).
Which 401(k) plans cover a similar participant headcount to Form Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Forest Group LLC 401(k) Plan in ID (1,389 participants, $102M 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 900728033.

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.