401(k) · DOL Form 5500 · 2024
Formstack, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $97,527
- Avg per participant Below avg balance/head
Official DOL plan name: Formstack, LLC 401(k) Plan · Sponsored by Formstack, LLC · Indiana · Professional & Technical Services
$15M in assets, 149 participants
Formstack, LLC's Formstack, LLC 401(k) Plan reported $15M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #12,670 in Professional & Technical Services (20,173 peers)
Coverage in Indiana
Formstack, LLC 401(k) Plan covers 149 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $15M.
- #12,670
- in Professional & Technical Services (20,173 peers)
- +35.7%
- assets growth YoY
Formstack, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Formstack, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,531,591 Top 36% higher than 64% 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
Formstack, LLC 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. Formstack, LLC 401(k) Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Formstack, LLC 401(k) Plan reported participants fell from 253 in the plan year 2023 filing to 149 in the plan year 2024 filing.
- Formstack, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Formstack, LLC 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 262860913 · Formstack, LLC PY 2024 · 401(k)
Formstack, LLC 401(k) Plan · $15M · 149 · 64th
- NET $15M
- NET 149
- NET 64th
- NET 401(k)
- NET near The Uttermost Company Profit Sharing Plan
- NET ind #12670
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 Indiana →
Formstack, LLC 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 262860913 |
| Plan Effective Date | 2008-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Formstack, LLC)
Sponsor-wide plan assets over time
All Formstack, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 67.8530138214653% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $9M |
| 2023 | 1 | 253 | $11M |
| 2024 | 1 | 149 | $15M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Formstack, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is The Uttermost Company Profit Sharing Plan in VA ($15M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- The Uttermost Company Profit Sharing Plan (VA) $15M · 218
- Caregility 401(k) Plan (NJ) $15M · 121
- Detroit 90/90 Retirement Savings Plan (MI) $15M · 602
- Mcneely Companies 401(k) Plan (NC) $15M · 149
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- H.E.P. Materials Corp. 401(k) Profit Sharing Plan (NY) 149 · 0 off
- Roundstone Management, Ltd. 401(k) Plan (OH) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.