401(k) · DOL Form 5500 · 2024

Scot Forge Company 401(k) Plan

Data updated 2026-08-11

$63M
Total assets
452
Participants
87th
Percentile by assets
$139,899
Avg per participant
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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.

  • 87th percentile by assets (of 123,622 plans)
  • #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.

$63M
total plan assets (2024 EOY)
452
covered participants
87th
percentile by assets (of 123,622 plans)
$139,899
avg assets per participant

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.

Where Scot Forge Company 401(k) Plan sits 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 $2,010,000,000 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

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 →

State
Illinois
Industry
Manufacturing

Scot Forge Company 401(k) Plan vs the 2024 asset distribution

By assets, Scot Forge Company 401(k) Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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)

$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1.01B $1.49B ▲ +47.5%
Total plan assets by year, all Scot Forge Company plans on file
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 ($B) Participants Scot Forge Company 4…, Total assets ($B): 0.063234305 · Participants: 452Scot Forge Company 4…Accenture United Sta…, Total assets ($B): 21.302643276 · Participants: 66965Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Sa…United Airlines Pilo…, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilo…Abbott Laboratories …, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories …Walgreens Retirement…, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Scot Forge Company 401(k) Plan by total assets, not by location.

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).

Next read for Scot Forge Company 401(k) Plan

Scale reading

Ways to act on Scot Forge Company 401(k) Plan's numbers.

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.