401(k) · DOL Form 5500 · 2024

Scot Forge Company 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
452
Participants Below avg headcount
87th
Percentile by assets National rank
$139,899
Avg per participant Near avg balance/head
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Official DOL plan name: Scot Forge Company 401(k) Plan · Sponsored by Scot Forge Company · Illinois · Manufacturing

$63M in assets, 452 participants

Scot Forge Company's Scot Forge Company 401(k) Plan reported $63M in total assets and 452 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.

  • #14,352 in Manufacturing (17,777 peers)

Where Scot Forge Company 401(k) Plan sits by assets

Scot Forge Company 401(k) Plan sits in the top quartile of all filed plans by assets, $63M for 452 participants (~$139,899/participant), up 26.5% in 2024.

#14,352
in Manufacturing (17,777 peers)
+26.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Scot Forge Company 401(k) Plan's outsized position by total assets

Scot Forge Company 401(k) Plan vs every filed plan by assets

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

$63,234,305 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

Scot Forge Company 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. Scot Forge Company 401(k) Plan sits mid-pack in the medium band (452 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scot Forge Company 401(k) Plan reported net income rose from -$7M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Scot Forge Company 401(k) Plan end-of-year assets rose from $50M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Scot Forge Company 401(k) Plan reported participants rose from 444 in the plan year 2023 filing to 452 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 362911912 · Scot Forge Company PY 2024 · 401(k)

Scot Forge Company 401(k) Plan · $63M · 452 · 87th

  • PHOTO $63M
  • PHOTO 452
  • PHOTO 87th
  • PHOTO 401(k)
  • PHOTO near Symmes, Maini & Mckee Associates, Inc. 401(k) Plan
  • PHOTO ind #14352

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 Illinois →

Scot Forge Company 401(k) Plan in the asset neighbourhood

Concerto Health Ai Solutions 401 (K) PlanConcerto Health Ai Solutions…$63MMorvillo Abramowitz Grand Iason & Anello P.C. 401(k) Profit Sharing Plan and TrustMorvillo Abramowitz Grand Ia…$63MSymmes, Maini & Mckee Associates, Inc. 401(k) PlanSymmes, Maini & Mckee Associ…$63MWeimer Bearing & Transmission, Inc. 401(k) Savings PlanWeimer Bearing & Transmissio…$63MScot Forge Company 401(k) PlanScot Forge Company 401(k) Pl…$63M
End-of-year total assets ($M) among Scot Forge Company 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)$50M
Net Assets (End of Year)$63M
Net Income-$4M
Employer EIN362911912
Plan Effective Date2002-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Scot Forge Company)

Sponsor-wide plan assets over time

All Scot Forge Company plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 47.89158979919414% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1.01B $1.49B ▲ +47.5%
Year Plans Participants Total Assets
2022 2 1,046 $1.0B
2023 2 930 $1.2B
2024 2 943 $1.5B

Nearby 401(k) Plans in Illinois

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

Scot Forge Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Scot Forge Company 401(k) Plan, Total assets ($B): 0.063234305 · Participants: 452Scot Forge Company 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Scot Forge Company 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Scot Forge Company 401(k) Plan side-by-side with 3 peers →

Scot Forge Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Symmes, Maini & Mckee Associates, Inc. 401(k) Plan in MA ($63M); by covered participants it is Ehpv 401(k) Plan in NE (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 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 Scot Forge Company 401(k) Plan assets move in 2024? ▼
Scot Forge Company 401(k) Plan grew sharply - up 26.5% during 2024, from $50M to $63M. Reported net income was -$4M.
How have Scot Forge Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scot Forge Company's sponsor-wide assets grew 47.9%, from $1.0B to $1.5B.
Where does Scot Forge Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Scot Forge Company 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 Scot Forge Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Symmes, Maini & Mckee Associates, Inc. 401(k) Plan in MA ($63M, 195 participants).
Which 401(k) plans cover a similar participant headcount to Scot Forge Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ehpv 401(k) Plan in NE (452 participants, $5M 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 362911912.

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.