401(k) · DOL Form 5500 · 2023

3form LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
395
Participants Below avg headcount
79th
Percentile by assets National rank
$75,445
Avg per participant Below avg balance/head
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Official DOL plan name: 3form 401(k) Plan · Sponsored by 3form LLC · Utah · Construction

$30M in assets, 395 participants

3form LLC's 3form 401(k) Plan reported $30M in total assets and 395 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,000 in Construction (9,030 peers)

Where 3form 401(k) Plan sits by assets

3form 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 395 participants (~$75,445/participant), up 19.9% in 2023.

#7,000
in Construction (9,030 peers)
+19.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

3form 401(k) Plan's outsized position by total assets

3form 401(k) Plan vs every filed plan by assets

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

$29,800,916 Top 21% higher than 79% 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

3form 401(k) 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. 3form 401(k) Plan sits mid-pack in the medium band (395 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 3form 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • 3form 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • 3form 401(k) Plan reported participants rose from 378 in the plan year 2022 filing to 395 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463882269 · 3form LLC PY 2023 · 401(k)

3form 401(k) Plan · $30M · 395 · 79th

  • EBSA $30M
  • EBSA 395
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Lenze Americas Corporation 401(k) Profit Sharing Plan
  • EBSA ind #7000

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 Construction retirement plans → · Plans in Utah →

3form 401(k) Plan in the asset neighbourhood

3form 401(k) Plan$30MLenze Americas Corporation 401(k) Profit Sharing PlanLenze Americas Corporation 4…$30MGunther Motor Company 401(k) PlanGunther Motor Company 401(k)…$30MSentry Equipment Erectors, Inc. Employee Stock Ownership and Savings PlanSentry Equipment Erectors, I…$30MQuanterix Corporation 401(k) Profit Sharing Plan and TrustQuanterix Corporation 401(k)…$30M
End-of-year total assets ($M) among 3form 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)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN463882269
Plan Effective Date1950-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (3form LLC)

Sponsor-wide plan assets over time

All 3form LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 33.89098181683883% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.9M $33.3M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 378 $25M
2023 1 395 $30M
2024 1 388 $33M

Nearby 401(k) Plans in Utah

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

3form 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants 3form 401(k) Plan, Total assets ($B): 0.029800916 · Participants: 3953form 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
3form 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare 3form 401(k) Plan side-by-side with 3 peers →

3form 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Lenze Americas Corporation 401(k) Profit Sharing Plan in MA ($30M); by covered participants it is Employ, Inc. 401(k) Plan in IN (395 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (395 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 3form 401(k) Plan assets move in 2023? ▼
3form 401(k) Plan grew sharply - up 19.9% during 2023, from $25M to $30M. Reported net income was $5M.
How have 3form LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 3form LLC's sponsor-wide assets grew 33.9%, from $25M to $33M.
Where does 3form 401(k) Plan rank by assets among Form 5500 filers? ▼
3form 401(k) Plan ranks in the 79th 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 3form 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lenze Americas Corporation 401(k) Profit Sharing Plan in MA ($30M, 261 participants).
Which 401(k) plans cover a similar participant headcount to 3form 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employ, Inc. 401(k) Plan in IN (395 participants, $30M 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 463882269.

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.