401(k) · DOL Form 5500 · 2023

New Forum, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 143
Participants Small participant base: 39th
Percentile by assets National rank: $25,578
Avg per participant Low balance/head

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Official DOL plan name: New Forum 401(k) Profit Sharing Plan · Sponsored by New Forum, Inc. · North Carolina · Real Estate

$4M in assets, 143 participants

New Forum, Inc.'s New Forum 401(k) Profit Sharing Plan reported $4M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#2,771 in Real Estate (4,727 peers)

Coverage in North Carolina

New Forum 401(k) Profit Sharing Plan covers 143 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#2,771
in Real Estate (4,727 peers): +16.5%
assets growth YoY

New Forum 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

New Forum 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,657,686 39th percentile higher than 39% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

New Forum 401(k) Profit Sharing 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. New Forum 401(k) Profit Sharing Plan sits mid-pack in the medium band (143 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 561652373 · New Forum, Inc. PY 2023 · 401(k)

New Forum 401(k) Profit Sharing Plan · $4M · 143 · 39th

SCH $4M
SCH 143
SCH 39th
SCH 401(k)
SCH near Dooley & Co. Productions, Inc. 401(k) Profit Sharing Plan
SCH ind #2771

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 Real Estate retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among New Forum 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$517K
Employer EIN	561652373
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (New Forum, Inc.)

Latest sponsor-wide plan assets: $4M 4.273603584342669% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	143	$4M
2024	1	109	$4M

Nearby 401(k) Plans in North Carolina

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

New Forum 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare New Forum 401(k) Profit Sharing Plan side-by-side with 3 peers →

New Forum 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dooley & Co. Productions, Inc. 401(k) Profit Sharing Plan in NY ($4M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Dooley & Co. Productions, Inc. 401(k) Profit Sharing Plan (NY) $4M · 5
Real Estate Equities Retirement Plan (MN) $4M · 120
Sutphen Corp. Members of Teamsters Local 284 401(k) Plan (OH) $4M · 81
Tao Trung Nguyen, M.D., Inc. 401 K Profit Sharing Plan (CA) $4M · 7

Similar participant headcount

Nearest other-state filings by covered participants (143 participants); asset peers above are excluded.

Precision International Automotive Products Inc. 401 (K) Plan (NY) 143 · 0 off
Hight Enterprises, Ltd 401(k) Savings Plan (CO) 143 · 0 off
Energy Vault 401(k) Plan (CA) 143 · 0 off
Corner Pantry 401(k) Plan (SC) 143 · 0 off

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 New Forum 401(k) Profit Sharing Plan assets move in 2023? ▼

New Forum 401(k) Profit Sharing Plan grew sharply - up 16.5% during 2023, from $3M to $4M. Reported net income was $517K.

How have New Forum, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), New Forum, Inc.'s sponsor-wide assets declined 4.3%, from $4M to $4M.

Which 401(k) plans are similar in size to New Forum 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dooley & Co. Productions, Inc. 401(k) Profit Sharing Plan in NY ($4M, 5 participants).

Which 401(k) plans cover a similar participant headcount to New Forum 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 561652373.