401(k) · DOL Form 5500 · 2023

Forma Automotive, LLC 401(k) Plan

Data updated 2026-08-25

$894K
Total assets Small plan by assets
139
Participants Small participant base
23rd
Percentile by assets National rank
$6,429
Avg per participant Low balance/head
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Official DOL plan name: Forma Automotive LLC 401(k) Plan · Sponsored by Forma Automotive, LLC · Texas · Manufacturing

$894K in assets, 139 participants

Forma Automotive, LLC's Forma Automotive LLC 401(k) Plan reported $894K in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,831 in Manufacturing (18,722 peers)

Coverage in Texas

Forma Automotive LLC 401(k) Plan covers 139 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $894K.

#1,831
in Manufacturing (18,722 peers)
+65.0%
assets growth YoY

Forma Automotive LLC 401(k) Plan among the smaller filed plans by assets

Forma Automotive LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$893,576 23rd percentile higher than 23% of 127,068 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 2023

Forma Automotive LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forma Automotive LLC 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Forma Automotive LLC 401(k) Plan reported net income rose from $50K in the plan year 2022 filing to $352K in the plan year 2023 filing.
  • Forma Automotive LLC 401(k) Plan end-of-year assets rose from $542K in the plan year 2022 filing to $894K in the plan year 2023 filing.
  • Forma Automotive LLC 401(k) Plan reported participants fell from 143 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364788879 · Forma Automotive, LLC PY 2023 · 401(k)

Forma Automotive LLC 401(k) Plan · $894K · 139 · 23rd

  • SCH $894K
  • EBSA 139
  • PART 23rd
  • TYPE 401(k)
  • NET near Clearnetwork, Inc. 401(k) Plan
  • BOOK ind #1831

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 Texas →

Forma Automotive LLC 401(k) Plan in the asset neighbourhood

Forma Automotive LLC 401(k) PlanForma Automotive LLC 401(k) …$894KClearnetwork, Inc. 401(k) PlanClearnetwork, Inc. 401(k) Pl…$894K5c Enterprises Retirement Plan5c Enterprises Retirement Pl…$893KBic Graphic 401(k) Savings & Investment PlanBic Graphic 401(k) Savings &…$893KCognitive Niche, Inc. 401(k) PlanCognitive Niche, Inc. 401(k)…$893K
End-of-year total assets ($M) among Forma Automotive LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$542K
Net Assets (End of Year)$894K
Net Income$352K
Employer EIN364788879
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forma Automotive, LLC)

Sponsor-wide plan assets over time

All Forma Automotive, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 137.34695309269216% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.54M $1.29M ▲ +138.9%
Year Plans Participants Total Assets
2022 1 143 $542K
2023 1 139 $894K
2024 1 146 $1M

Nearby 401(k) Plans in Texas

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

Forma Automotive LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Forma Automotive LLC 401(k) Plan, Total assets ($B): 0.000893576 · Participants: 139Forma Automotive LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Forma Automotive LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Forma Automotive LLC 401(k) Plan side-by-side with 3 peers →

Forma Automotive LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Clearnetwork, Inc. 401(k) Plan in NJ ($894K); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($894K here).

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Forma Automotive LLC 401(k) Plan assets move in 2023? ▼
Forma Automotive LLC 401(k) Plan surged - up 65.0% during 2023, from $542K to $894K. Reported net income was $352K.
How have Forma Automotive, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forma Automotive, LLC's sponsor-wide assets grew 137.3%, from $542K to $1M.
Where does Forma Automotive LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Forma Automotive LLC 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Forma Automotive LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clearnetwork, Inc. 401(k) Plan in NJ ($894K, 12 participants).
Which 401(k) plans cover a similar participant headcount to Forma Automotive LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364788879.

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.