Profit Sharing · DOL Form 5500 · 2023
Forbo Siegling, LLC Profit Sharing Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 350
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $39,543
- Avg per participant Low balance/head
Official DOL plan name: Forbo Siegling, LLC Retirement Plan and Trust · Sponsored by Forbo Siegling, LLC · North Carolina · Manufacturing
$14M in assets, 350 participants
Forbo Siegling, LLC's Forbo Siegling, LLC Retirement Plan and Trust reported $14M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #10,021 in Manufacturing (18,722 peers)
Coverage in North Carolina
Forbo Siegling, LLC Retirement Plan and Trust covers 350 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.
- #10,021
- in Manufacturing (18,722 peers)
- +3.1%
- assets growth YoY
Forbo Siegling, LLC Retirement Plan and Trust's mid-pack asset rank among Manufacturing and all filers
Forbo Siegling, LLC Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,840,136 Top 35% higher than 65% 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
Forbo Siegling, LLC Retirement Plan and Trust 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. Forbo Siegling, LLC Retirement Plan and Trust sits mid-pack in the medium band (350 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Forbo Siegling, LLC Retirement Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $413K in the plan year 2023 filing.
- Forbo Siegling, LLC Retirement Plan and Trust reported participants rose from 328 in the plan year 2022 filing to 350 in the plan year 2023 filing.
- Forbo Siegling, LLC Retirement Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 800005748 · Forbo Siegling, LLC PY 2023 · Profit Sharing
Forbo Siegling, LLC Retirement Plan and Trust · $14M · 350 · 65th
- BOOK $14M
- VS-ST 350
- BOY 65th
- SCH Profit Sharing
- EBSA near Tomson's Scrap Metal Profit Sharing Plan
- PART ind #10021
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 North Carolina →
Forbo Siegling, LLC Retirement Plan and Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $413K |
| Employer EIN | 800005748 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forbo Siegling, LLC)
Sponsor-wide plan assets over time
All Forbo Siegling, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 32.03192444805517% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 691 | $38M |
| 2023 | 2 | 723 | $41M |
| 2024 | 1 | 365 | $26M |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.2B · 36,057
- Charter Communications, Inc. Retirement Accumulation Plan $1.3B · 96,058
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $108M · 5,519
- Baker & Taylor Retirement Savings Plan $67M · 1,361
- Intermec Fssp Spinoff Plan $51M · 74
Forbo Siegling, LLC Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Tomson's Scrap Metal Profit Sharing Plan in PA ($14M); by covered participants it is The North Fork Express/Montauk Bus Companies 401(k) Savings Plan in NY (350 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (350 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.