ESOP · DOL Form 5500 · 2023

Forum Architecture & Interior Design, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
62
Participants Small participant base
77th
Percentile by assets National rank
$426,160
Avg per participant High balance/head
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Official DOL plan name: Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan · Sponsored by Forum Architecture & Interior Design, Inc. · Florida · Professional & Technical Services

$26M in assets, 62 participants

Forum Architecture & Interior Design, Inc.'s Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan reported $26M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,793 in Professional & Technical Services (20,321 peers)

Where Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan sits by assets

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 62 participants (~$426,160/participant), down 1.8% in 2023.

#15,793
in Professional & Technical Services (20,321 peers)
-1.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $308K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan's outsized position by total assets

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$26,421,899 Top 23% higher than 77% 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 Architecture & Interior Design, Inc. Employee Stock Ownership 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 Architecture & Interior Design, Inc. Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to -$308K in the plan year 2023 filing.
  • Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan reported participants fell from 65 in the plan year 2022 filing to 62 in the plan year 2023 filing.
  • Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan end-of-year assets fell from $27M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 593335698 · Forum Architecture & Interior Design, Inc. PY 2023 · ESOP

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan · $26M · 62 · 77th

  • EOY $26M
  • 5500 62
  • ASSETS 77th
  • PCT ESOP
  • EIN near Software Solutions, Inc. Employee Stock Ownership Plan
  • RANK ind #15793

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 What is an ESOP? → · Plans in Florida →

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Island Kinetics, Inc. Employee Stock Ownership PlanIsland Kinetics, Inc. Employ…$26MForum Architecture & Interior Design, Inc. Employee Stock Ownership PlanForum Architecture & Interio…$26MSoftware Solutions, Inc. Employee Stock Ownership PlanSoftware Solutions, Inc. Emp…$26MMpd, Inc. Employee Stock Ownership PlanMpd, Inc. Employee Stock Own…$26MPalmer Group Employee Stock Ownership PlanPalmer Group Employee Stock …$26M
End-of-year total assets ($M) among Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$308K
Employer EIN593335698
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forum Architecture & Interior Design, Inc.)

Sponsor-wide plan assets over time

All Forum Architecture & Interior Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 8.331399964773995% vs 2022
2024 filing year
$24M$25M$26M$27M$28M 202220232024 $26.9M $24.7M ▼ -8.4%
Year Plans Participants Total Assets
2022 1 65 $27M
2023 1 62 $26M
2024 1 70 $25M

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.026421899 · Participants: 62Forum Architecture & Interior Design, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.810430673 · Participants: 141229Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.836004639 · Participants: 15500Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.390019755 · Participants: 382Rsr Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.367604547 · Participants: 233Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.324400117 · Participants: 5365Thirty Fifteen Employee Stock Ownership Plan
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Software Solutions, Inc. Employee Stock Ownership Plan in OH ($26M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Architecture & Interior Design, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan edged down modestly - down 1.8% during 2023, from $27M to $26M. Reported net income was -$308K.
How have Forum Architecture & Interior Design, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forum Architecture & Interior Design, Inc.'s sponsor-wide assets declined 8.3%, from $27M to $25M.
Where does Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan ranks in the 77th 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 ESOP plans are similar in size to Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Software Solutions, Inc. Employee Stock Ownership Plan in OH ($26M, 54 participants).
Which ESOP plans cover a similar participant headcount to Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants, $26M 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 593335698.

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.