401(k) · DOL Form 5500 · 2024

Forum Credit Union 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
395
Participants Below avg headcount
87th
Percentile by assets National rank
$158,187
Avg per participant Above avg balance/head
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Official DOL plan name: Forum Credit Union 401(k) Plan · Sponsored by Forum Credit Union · Indiana · Finance & Insurance

$62M in assets, 395 participants

Forum Credit Union's Forum Credit Union 401(k) Plan reported $62M in total assets and 395 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,761 in Finance & Insurance (8,549 peers)

Where Forum Credit Union 401(k) Plan sits by assets

Forum Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $62M for 395 participants (~$158,187/participant), up 18.6% in 2024.

#6,761
in Finance & Insurance (8,549 peers)
+18.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Forum Credit Union 401(k) Plan's outsized position by total assets

Forum Credit Union 401(k) Plan vs every filed plan by assets

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

$62,483,958 Top 13% higher than 87% 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

Forum Credit Union 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. Forum Credit Union 401(k) Plan sits mid-pack in the medium band (395 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forum Credit Union 401(k) Plan end-of-year assets rose from $53M in the plan year 2023 filing to $62M in the plan year 2024 filing.
  • Forum Credit Union 401(k) Plan reported participants rose from 386 in the plan year 2023 filing to 395 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 350779057 · Forum Credit Union PY 2024 · 401(k)

Forum Credit Union 401(k) Plan · $62M · 395 · 87th

  • BOOK $62M
  • BOOK 395
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near Consolidated Retirement Plan
  • BOOK ind #6761

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 Finance & Insurance retirement plans → · Plans in Indiana →

Forum Credit Union 401(k) Plan in the asset neighbourhood

Forum Credit Union 401(k) PlanForum Credit Union 401(k) Pl…$62MConsolidated Retirement Plan$62MMoregroup Holdings 401(k) PlanMoregroup Holdings 401(k) Pl…$62MTruenorth Companies, L.C. 401(k) PlanTruenorth Companies, L.C. 40…$62MNeurosurgical Associates, Ltd. Profit Sharing PlanNeurosurgical Associates, Lt…$62M
End-of-year total assets ($M) among Forum Credit Union 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)$53M
Net Assets (End of Year)$62M
Net Income$10M
Employer EIN350779057
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forum Credit Union)

Sponsor-wide plan assets over time

All Forum Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 45.41289316417914% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43M $62.5M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 382 $43M
2023 1 386 $53M
2024 1 395 $62M

Nearby 401(k) Plans in Indiana

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

Forum Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Forum Credit Union 401(k) Plan, Total assets ($B): 0.062483958 · Participants: 395Forum Credit Union 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Forum Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Forum Credit Union 401(k) Plan side-by-side with 3 peers →

Forum Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Consolidated Retirement Plan in WI ($62M); by covered participants it is James a. Scott & Son, Inc. Retirement Savings Plan in VA (395 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (395 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 Forum Credit Union 401(k) Plan assets move in 2024? ▼
Forum Credit Union 401(k) Plan grew sharply - up 18.6% during 2024, from $53M to $62M. Reported net income was $10M.
How have Forum Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forum Credit Union's sponsor-wide assets grew 45.4%, from $43M to $62M.
Where does Forum Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Forum Credit Union 401(k) Plan ranks in the 87th 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 Forum Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consolidated Retirement Plan in WI ($62M, 619 participants).
Which 401(k) plans cover a similar participant headcount to Forum Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is James a. Scott & Son, Inc. Retirement Savings Plan in VA (395 participants, $24M 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 350779057.

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.