401(k) · DOL Form 5500 · 2024
Forman Watkins Krutz LLP 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 136
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $192,141
- Avg per participant Above avg balance/head
Official DOL plan name: Fwk 401(k) Plan · Sponsored by Forman Watkins Krutz LLP · Mississippi · Professional & Technical Services
$26M in assets, 136 participants
Forman Watkins Krutz LLP's Fwk 401(k) Plan reported $26M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #15,127 in Professional & Technical Services (20,173 peers)
Coverage in Mississippi
Fwk 401(k) Plan covers 136 participants in Mississippi, about 37% of the average Mississippi filer (state average ~366 per filing). Assets: $26M.
- #15,127
- in Professional & Technical Services (20,173 peers)
- +14.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Fwk 401(k) Plan's outsized position by total assets
Fwk 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,131,200 Top 25% higher than 75% 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
Fwk 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fwk 401(k) Plan sits mid-pack in the medium band (136 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fwk 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Fwk 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
DOL schedule card
Filing strip 200065886 · Forman Watkins Krutz LLP PY 2024 · 401(k)
Fwk 401(k) Plan · $26M · 136 · 75th
- PART $26M
- TYPE 136
- NET 75th
- BOOK 401(k)
- VS-ST near School Health Corp. 401(k) Plan
- BOY ind #15127
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 Professional & Technical Services retirement plans → · Plans in Mississippi →
Fwk 401(k) Plan in the asset neighbourhood
Mississippi filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 200065886 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forman Watkins Krutz LLP)
Sponsor-wide plan assets over time
All Forman Watkins Krutz LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 38.75367118822858% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $19M |
| 2023 | 1 | 135 | $23M |
| 2024 | 1 | 136 | $26M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Cadence 401(k) Profit-Sharing Plan $817M · 6,117
- Ergon 401(k) Plan $771M · 3,508
- V2x 401(k) Retirement Plan $644M · 6,644
- Hancock Whitney Corporation 401(k) Savings Plan $608M · 3,561
- Southern Farm Bureau and Adopting Companies 401(k) Plan $528M · 2,689
Fwk 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Mississippi, the nearest 401(k) by assets is School Health Corp. 401(k) Plan in IL ($26M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- School Health Corp. 401(k) Plan (IL) $26M · 192
- Elm Staffing, Inc. 401(k) Plan (AL) $26M · 1,205
- Enercon Industries, Inc. 401(k) Savings Plan (WI) $26M · 127
- Archem America, Inc. 401(k) Plan (OH) $26M · 426
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Coretelligent LLC 401(k) Profit Sharing Plan and Trust (MA) 136 · 0 off
- Assertio Therapeutics, Inc. 401(k) Retirement Plan (IL) 136 · 0 off
- Edelstein & Company Profit Sharing Plan (MA) 136 · 0 off
- Patient Now LLC 401(k) Plan (CO) 136 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.