401(k) · DOL Form 5500 · 2024

Forms & Supply Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
273
Participants Below avg headcount
59th
Percentile by assets National rank
$42,050
Avg per participant Low balance/head
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Official DOL plan name: Forms & Supply, Inc. 401(k) Plan · Sponsored by Forms & Supply Inc. · North Carolina · Wholesale Trade

$11M in assets, 273 participants

Forms & Supply Inc.'s Forms & Supply, Inc. 401(k) Plan reported $11M in total assets and 273 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,070 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Forms & Supply, Inc. 401(k) Plan covers 273 participants in North Carolina, about 33% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#3,070
in Wholesale Trade (6,080 peers)
-1.9%
assets change YoY

The plan reported a net loss of $224K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Forms & Supply, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Forms & Supply, Inc. 401(k) Plan vs every filed plan by assets

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

$11,479,734 Top 41% higher than 59% 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

Forms & Supply, Inc. 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. Forms & Supply, Inc. 401(k) Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forms & Supply, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$224K in the plan year 2024 filing.
  • Forms & Supply, Inc. 401(k) Plan end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 560903427 · Forms & Supply Inc. PY 2024 · 401(k)

Forms & Supply, Inc. 401(k) Plan · $11M · 273 · 59th

  • PCT $11M
  • EIN 273
  • RANK 59th
  • PHOTO 401(k)
  • IND near Cosmetic Physician Partners LLC 401(k) Plan
  • EOY ind #3070

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Forms & Supply, Inc. 401(k) Plan in the asset neighbourhood

Forms & Supply, Inc. 401(k) PlanForms & Supply, Inc. 401(k) …$11MCosmetic Physician Partners LLC 401(k) PlanCosmetic Physician Partners …$11MBriad Affiliated Companies 401(k) PlanBriad Affiliated Companies 4…$11MSpicer Rudstrom PLLC 401(k) PlanSpicer Rudstrom PLLC 401(k) …$11MZmc Hotels, LLC 401(k) Plan$11M
End-of-year total assets ($M) among Forms & Supply, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$224K
Employer EIN560903427
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forms & Supply Inc.)

Sponsor-wide plan assets over time

All Forms & Supply Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 11.422216221761747% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.3M $11.5M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 247 $10M
2023 1 272 $12M
2024 1 273 $11M

Nearby 401(k) Plans in North Carolina

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

Forms & Supply, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Forms & Supply, Inc. 401(k) Plan, Total assets ($B): 0.011479734 · Participants: 273Forms & Supply, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Forms & Supply, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Forms & Supply, Inc. 401(k) Plan side-by-side with 3 peers →

Forms & Supply, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cosmetic Physician Partners LLC 401(k) Plan in TX ($11M); by covered participants it is Preferred Beef Group, LP 401(k) Plan in TX (273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Forms & Supply, Inc. 401(k) Plan assets move in 2024? ▼
Forms & Supply, Inc. 401(k) Plan edged down modestly - down 1.9% during 2024, from $12M to $11M. Reported net income was -$224K.
How have Forms & Supply Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forms & Supply Inc.'s sponsor-wide assets grew 11.4%, from $10M to $11M.
Which 401(k) plans are similar in size to Forms & Supply, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cosmetic Physician Partners LLC 401(k) Plan in TX ($11M, 347 participants).
Which 401(k) plans cover a similar participant headcount to Forms & Supply, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Beef Group, LP 401(k) Plan in TX (273 participants, $1M 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 560903427.

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.