401(k) · DOL Form 5500 · 2024

Quorum Group LLC Dba Take Form 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
211
Participants Below avg headcount
51st
Percentile by assets National rank
$38,065
Avg per participant Low balance/head
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Official DOL plan name: Take Form 401(k) Profit Sharing Plan & Trust · Sponsored by Quorum Group LLC Dba Take Form · New York · Manufacturing

$8M in assets, 211 participants

Quorum Group LLC Dba Take Form's Take Form 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,327 in Manufacturing (17,777 peers)

Coverage in New York

Take Form 401(k) Profit Sharing Plan & Trust covers 211 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $8M.

#6,327
in Manufacturing (17,777 peers)
+21.1%
assets growth YoY

Take Form 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Manufacturing and all filers

Take Form 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,031,701 Top 49% higher than 51% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Take Form 401(k) Profit Sharing Plan & Trust 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. Take Form 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Take Form 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Take Form 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Take Form 401(k) Profit Sharing Plan & Trust reported participants rose from 205 in the plan year 2023 filing to 211 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760838129 · Quorum Group LLC Dba Take Form PY 2024 · 401(k)

Take Form 401(k) Profit Sharing Plan & Trust · $8M · 211 · 51st

  • EBSA $8M
  • EBSA 211
  • EBSA 51st
  • EBSA 401(k)
  • EBSA near Index Engines 401(k) Plan
  • EBSA ind #6327

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 New York →

Take Form 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Take Form 401(k) Profit Sharing Plan & TrustTake Form 401(k) Profit Shar…$8MIndex Engines 401(k) Plan$8MAgra Construction Co. 401(k) PlanAgra Construction Co. 401(k)…$8MNosal Builders, Inc. 401(k) PlanNosal Builders, Inc. 401(k) …$8MVhms 401(k) Plan$8M
End-of-year total assets ($M) among Take Form 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN760838129
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Quorum Group LLC Dba Take Form)

Sponsor-wide plan assets over time

All Quorum Group LLC Dba Take Form plans reported in each filing year

Latest sponsor-wide plan assets
$8M 50.254583618235884% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.35M $8.03M ▲ +50.1%
Year Plans Participants Total Assets
2022 1 195 $5M
2023 1 205 $7M
2024 1 211 $8M

Nearby 401(k) Plans in New York

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

Take Form 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Take Form 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008031701 · Participants: 211Take Form 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Take Form 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Take Form 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Take Form 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Index Engines 401(k) Plan in NJ ($8M); by covered participants it is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.

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 Take Form 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Take Form 401(k) Profit Sharing Plan & Trust grew sharply - up 21.1% during 2024, from $7M to $8M. Reported net income was $1M.
How have Quorum Group LLC Dba Take Form plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Quorum Group LLC Dba Take Form's sponsor-wide assets grew 50.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Take Form 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Index Engines 401(k) Plan in NJ ($8M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Take Form 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants, $21M 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 760838129.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.