401(k) · DOL Form 5500 · 2024
Forms & Supply Inc. 401(k) Plan
Data updated 2026-08-11
- $11M
- Total assets
- 273
- Participants
- 59th
- Percentile by assets
- $42,050
- Avg per participant
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.
- 59th percentile by assets (of 123,622 plans)
- #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.
- $11M
- total plan assets (2024 EOY)
- 273
- covered participants
- 59th
- percentile by assets (of 123,622 plans)
- $42,050
- avg assets per participant
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.
Where Forms & Supply, Inc. 401(k) Plan sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Forms & Supply, Inc. 401(k) Plan reports 273 participants - about 33% of that state average ($11M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$224K |
| Employer EIN | 560903427 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forms & Supply Inc.)
| 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.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Forms & Supply, Inc. 401(k) Plan by total assets, not by location.
- Cosmetic Physician Partners LLC 401(k) Plan (TX) $11M · 347
- Briad Affiliated Companies 401(k) Plan (NJ) $11M · 4,281
- Spicer Rudstrom PLLC 401(k) Plan (TN) $11M · 50
- Zmc Hotels, LLC 401(k) Plan (CA) $11M · 931
Frequently Asked Questions
How did Forms & Supply, Inc. 401(k) Plan assets move in 2024? ▼
How have Forms & Supply Inc. plan assets changed over time? ▼
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Next read for Forms & Supply, Inc. 401(k) Plan
Filing takeaways
Ways to act on Forms & Supply, Inc. 401(k) Plan's numbers.
- By total assets, Forms & Supply, Inc. 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Forms & Supply Inc.'s sponsor-wide assets have grown 11.4% since 2022 across 3 plan years on file. More Wholesale Trade plans