401(k) · DOL Form 5500 · 2024

3form LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size: 388
Participants Below avg headcount: 79th
Percentile by assets National rank: $85,775
Avg per participant Below avg balance/head

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Official DOL plan name: 3form 401(k) Plan · Sponsored by 3form LLC · Utah · Construction

$33M in assets, 388 participants

3form LLC's 3form 401(k) Plan reported $33M in total assets and 388 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

#6,989 in Construction (9,039 peers)

Where 3form 401(k) Plan sits by assets

3form 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 388 participants (~$85,775/participant), up 11.7% in 2024.

#6,989
in Construction (9,039 peers): +11.7%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

3form 401(k) Plan's outsized position by total assets

3form 401(k) Plan vs every filed plan by assets

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

$33,280,557 Top 21% higher than 79% 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

3form 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. 3form 401(k) Plan sits mid-pack in the medium band (388 participants).

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%)

3form 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
3form 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
3form 401(k) Plan reported participants fell from 395 in the plan year 2023 filing to 388 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 463882269 · 3form LLC PY 2024 · 401(k)

3form 401(k) Plan · $33M · 388 · 79th

EBSA $33M
EBSA 388
EBSA 79th
EBSA 401(k)
EBSA near Storage Mart 401(k) Plan
EBSA ind #6989

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 Construction retirement plans → · Plans in Utah →

End-of-year total assets ($M) among 3form 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$30M
Net Assets (End of Year)	$33M
Net Income	$3M
Employer EIN	463882269
Plan Effective Date	1950-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (3form LLC)

Latest sponsor-wide plan assets: $33M 33.89098181683883% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	378	$25M
2023	1	395	$30M
2024	1	388	$33M

Nearby 401(k) Plans in Utah

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

3form 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Health 401(k) Plan $6.8B · 68,360
Deseret 401(k) Plan $6.1B · 25,301
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926

Compare 3form 401(k) Plan side-by-side with 3 peers →

3form 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Storage Mart 401(k) Plan in MO ($33M); by covered participants it is Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust in MA (388 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Storage Mart 401(k) Plan (MO) $33M · 596
Era Living, LLC 401(k) Plan (WA) $33M · 649
Ltk 401(k) Plan (TX) $33M · 588
Wnbc 401(k) Plan (DC) $33M · 439

Similar participant headcount

Nearest other-state filings by covered participants (388 participants); asset peers above are excluded.

Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust (MA) 388 · 0 off
Ithink Financial Credit Union 401(k) Plan Plus (FL) 388 · 0 off
Joerns Healthcare LLC Retirement Plan (NC) 388 · 0 off
Advantage Truck Group, LLC 401(k) Plan (MA) 388 · 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 3form 401(k) Plan assets move in 2024? ▼

3form 401(k) Plan grew at a solid clip - up 11.7% during 2024, from $30M to $33M. Reported net income was $3M.

How have 3form LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), 3form LLC's sponsor-wide assets grew 33.9%, from $25M to $33M.

Where does 3form 401(k) Plan rank by assets among Form 5500 filers? ▼

3form 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to 3form 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Storage Mart 401(k) Plan in MO ($33M, 596 participants).

Which 401(k) plans cover a similar participant headcount to 3form 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Lords and Ladys Enterprises in 401(k) Profit Sharing Plan & Trust in MA (388 participants, $4M 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 463882269.