401(k) · DOL Form 5500 · 2023

Scot Forge Company 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
444
Participants Below avg headcount
86th
Percentile by assets National rank
$112,608
Avg per participant Below avg balance/head
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Official DOL plan name: Scot Forge Company 401(k) Plan · Sponsored by Scot Forge Company · Illinois · Manufacturing

$50M in assets, 444 participants

Scot Forge Company's Scot Forge Company 401(k) Plan reported $50M in total assets and 444 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,797 in Manufacturing (18,722 peers)

Where Scot Forge Company 401(k) Plan sits by assets

Scot Forge Company 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 444 participants (~$112,608/participant), up 26.7% in 2023.

#14,797
in Manufacturing (18,722 peers)
+26.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scot Forge Company 401(k) Plan's outsized position by total assets

Scot Forge Company 401(k) Plan vs every filed plan by assets

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

$49,998,002 Top 14% higher than 86% 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

Scot Forge Company 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. Scot Forge Company 401(k) Plan sits mid-pack in the medium band (444 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scot Forge Company 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Scot Forge Company 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Scot Forge Company 401(k) Plan reported participants fell from 551 in the plan year 2022 filing to 444 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362911912 · Scot Forge Company PY 2023 · 401(k)

Scot Forge Company 401(k) Plan · $50M · 444 · 86th

  • BOY $50M
  • BOY 444
  • BOY 86th
  • BOY 401(k)
  • BOY near Ivi America LLC 401(k) Profit Sharing Plan
  • BOY ind #14797

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 Illinois →

Scot Forge Company 401(k) Plan in the asset neighbourhood

Scot Forge Company 401(k) PlanScot Forge Company 401(k) Pl…$50MIvi America LLC 401(k) Profit Sharing PlanIvi America LLC 401(k) Profi…$50MEverbrite, LLC Profit Sharing PlanEverbrite, LLC Profit Sharin…$50MGooch & Housego 401(k) Plan$50MCostaff 401(k) Plan$50M
End-of-year total assets ($M) among Scot Forge Company 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)$39M
Net Assets (End of Year)$50M
Net Income-$7M
Employer EIN362911912
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scot Forge Company)

Sponsor-wide plan assets over time

All Scot Forge Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 47.89158979919414% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1.01B $1.49B ▲ +47.5%
Year Plans Participants Total Assets
2022 2 1,046 $1.0B
2023 2 930 $1.2B
2024 2 943 $1.5B

Nearby 401(k) Plans in Illinois

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

Scot Forge Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Scot Forge Company 401(k) Plan, Total assets ($B): 0.049998002 · Participants: 444Scot Forge Company 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Scot Forge Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Scot Forge Company 401(k) Plan side-by-side with 3 peers →

Scot Forge Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Ivi America LLC 401(k) Profit Sharing Plan in NJ ($50M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (444 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 Scot Forge Company 401(k) Plan assets move in 2023? ▼
Scot Forge Company 401(k) Plan grew sharply - up 26.7% during 2023, from $39M to $50M. Reported net income was -$7M.
How have Scot Forge Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scot Forge Company's sponsor-wide assets grew 47.9%, from $1.0B to $1.5B.
Where does Scot Forge Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Scot Forge Company 401(k) Plan ranks in the 86th 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 Scot Forge Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ivi America LLC 401(k) Profit Sharing Plan in NJ ($50M, 803 participants).
Which 401(k) plans cover a similar participant headcount to Scot Forge Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants, $37M 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 362911912.

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.