401(k) · DOL Form 5500 · 2023

Forum, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
39
Participants Small participant base
27th
Percentile by assets National rank
$35,760
Avg per participant Low balance/head
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Official DOL plan name: Forum, Inc./Samco 401(k) Savings Plan · Sponsored by Forum, Inc. · Pennsylvania · Manufacturing

$1M in assets, 39 participants

Forum, Inc.'s Forum, Inc./Samco 401(k) Savings Plan reported $1M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,298 in Manufacturing (18,722 peers)

Forum, Inc. multi-year trail

Forum, Inc.'s plans moved +23.8% in assets from 2022 to 2023; this filing shows Forum, Inc./Samco 401(k) Savings Plan at $1M / 39 participants.

#2,298
in Manufacturing (18,722 peers)
+23.8%
assets growth YoY

Forum, Inc./Samco 401(k) Savings Plan among the smaller filed plans by assets

Forum, Inc./Samco 401(k) Savings Plan vs every filed plan by assets

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

$1,394,630 27th percentile higher than 27% 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

Forum, Inc./Samco 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forum, Inc./Samco 401(k) Savings Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forum, Inc./Samco 401(k) Savings Plan reported net income rose from -$284K in the plan year 2022 filing to $268K in the plan year 2023 filing.
  • Forum, Inc./Samco 401(k) Savings Plan reported participants rose from 29 in the plan year 2022 filing to 39 in the plan year 2023 filing.
  • Forum, Inc./Samco 401(k) Savings Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221985528 · Forum, Inc. PY 2023 · 401(k)

Forum, Inc./Samco 401(k) Savings Plan · $1M · 39 · 27th

  • RANK $1M
  • RANK 39
  • RANK 27th
  • RANK 401(k)
  • RANK near Alpine Pacific Nut Co., Inc. Profit Sharing 401(k) Plan
  • RANK ind #2298

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 →

Forum, Inc./Samco 401(k) Savings Plan in the asset neighbourhood

Forum, Inc./Samco 401(k) Savings PlanForum, Inc./Samco 401(k) Sav…$1MAlpine Pacific Nut Co., Inc. Profit Sharing 401(k) PlanAlpine Pacific Nut Co., Inc.…$1MLowcountry Orthodontics 401(k) Profit Sharing Plan & TrustLowcountry Orthodontics 401(…$1MPeerless of America$1MAutism Delaware Inc. 401(k) PlanAutism Delaware Inc. 401(k) …$1M
End-of-year total assets ($M) among Forum, Inc./Samco 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Forum, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Forum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 23.835570216525557% vs 2022
2023 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 20222023 $1.13M $1.39M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 29 $1M
2023 2 79 $1M

Forum, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$268K
Employer EIN221985528
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Forum, Inc./Samco 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Forum, Inc./Samco 401(k) Savings Plan, Total assets ($B): 0.00139463 · Participants: 39Forum, Inc./Samco 401(k) Savings PlanComcast 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
Forum, Inc./Samco 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Forum, Inc./Samco 401(k) Savings Plan side-by-side with 3 peers →

Forum, Inc./Samco 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Alpine Pacific Nut Co., Inc. Profit Sharing 401(k) Plan in CA ($1M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Forum, Inc./Samco 401(k) Savings Plan assets move in 2023? ▼
Forum, Inc./Samco 401(k) Savings Plan grew sharply - up 23.8% during 2023, from $1M to $1M. Reported net income was $268K.
How have Forum, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Forum, Inc.'s sponsor-wide assets grew 23.8%, from $1M to $1M.
Which 401(k) plans are similar in size to Forum, Inc./Samco 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpine Pacific Nut Co., Inc. Profit Sharing 401(k) Plan in CA ($1M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Forum, Inc./Samco 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants, N/A 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 221985528.

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.