401(k) · DOL Form 5500 · 2024

Form and Function LLC Dba Road Scholars 401(k) Plan

Data updated 2026-08-25

$823K
Total assets Small plan by assets: 24
Participants Small participant base: 22nd
Percentile by assets National rank: $34,307
Avg per participant Low balance/head

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Official DOL plan name: Form and Function, LLC Dba Road Scholars 401(k) Plan · Sponsored by Form and Function LLC Dba Road Scholars · North Carolina · Retail Trade

$823K in assets, 24 participants

Form and Function LLC Dba Road Scholars's Form and Function, LLC Dba Road Scholars 401(k) Plan reported $823K in total assets and 24 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

#2,700 in Retail Trade (8,048 peers)

Form and Function LLC Dba Road Scholars multi-year trail

Form and Function LLC Dba Road Scholars's plans moved +52.0% in assets from 2023 to 2024; this filing shows Form and Function, LLC Dba Road Scholars 401(k) Plan at $823K / 24 participants.

#2,700
in Retail Trade (8,048 peers): +52.0%
assets growth YoY

Form and Function, LLC Dba Road Scholars 401(k) Plan among the smaller filed plans by assets

Form and Function, LLC Dba Road Scholars 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$823,375 22nd percentile higher than 22% of 123,620 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Form and Function, LLC Dba Road Scholars 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Form and Function, LLC Dba Road Scholars 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form and Function, LLC Dba Road Scholars 401(k) Plan reported net income rose from $20K in the plan year 2023 filing to $282K in the plan year 2024 filing.
Form and Function, LLC Dba Road Scholars 401(k) Plan end-of-year assets rose from $542K in the plan year 2023 filing to $823K in the plan year 2024 filing.
Form and Function, LLC Dba Road Scholars 401(k) Plan reported participants rose from 21 in the plan year 2023 filing to 24 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461758917 · Form and Function LLC Dba Road Scholars PY 2024 · 401(k)

Form and Function, LLC Dba Road Scholars 401(k) Plan · $823K · 24 · 22nd

BOY $823K
BOY 24
BOY 22nd
BOY 401(k)
BOY near Dehner Corporation 401(k) Plan
BOY ind #2700

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 Retail Trade retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Form and Function, LLC Dba Road Scholars 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Form and Function LLC Dba Road Scholars multi-year asset trail

Latest sponsor-wide plan assets: $823K 52.017421422663354% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	21	$542K
2024	1	24	$823K

Form and Function LLC Dba Road Scholars filing trail (2024)

Total Assets (Beginning of Year)	$542K
Net Assets (End of Year)	$823K
Net Income	$282K
Employer EIN	461758917
Plan Effective Date	2016-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Form and Function, LLC Dba Road Scholars 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare Form and Function, LLC Dba Road Scholars 401(k) Plan side-by-side with 3 peers →

Form and Function, LLC Dba Road Scholars 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Dehner Corporation 401(k) Plan in FL ($823K); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($823K here).

Dehner Corporation 401(k) Plan (FL) $823K · 15
Farm & Home Supply, Inc. 401(k) Plan (WA) $823K · 6
Loiodice Excavating, Inc. 401(k) Profit Sharing Plan (NY) $823K · 7
Rec2 Enterprises Incorporated 401(k) Plan (TX) $823K · 2

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

Dog House Ventures, Inc. 401(k) Plan (DE) 24 · 0 off
Post Insurance Services, Inc. 401(k) Plan (ID) 24 · 0 off
Iqa Solutions, Inc. 401(k) Plan (CA) 24 · 0 off
G Group Ventures, Inc. 401(k) Profit Sharing Plan (TX) 24 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Form and Function, LLC Dba Road Scholars 401(k) Plan assets move in 2024? ▼

Form and Function, LLC Dba Road Scholars 401(k) Plan surged - up 52.0% during 2024, from $542K to $823K. Reported net income was $282K.

How have Form and Function LLC Dba Road Scholars plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Form and Function LLC Dba Road Scholars's sponsor-wide assets grew 52.0%, from $542K to $823K.

Where does Form and Function, LLC Dba Road Scholars 401(k) Plan rank by assets among Form 5500 filers? ▼

Form and Function, LLC Dba Road Scholars 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Form and Function, LLC Dba Road Scholars 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dehner Corporation 401(k) Plan in FL ($823K, 15 participants).

Which 401(k) plans cover a similar participant headcount to Form and Function, LLC Dba Road Scholars 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants, $907K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461758917.