401(k) · DOL Form 5500 · 2024

Forum Personnel Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2,164
Participants Above avg headcount
49th
Percentile by assets National rank
$3,379
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Forum Personnel Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Forum Personnel Inc. · New York · Other Services

$7M in assets, 2,164 participants

Forum Personnel Inc.'s Forum Personnel Inc 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 2,164 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,364 in Other Services (7,719 peers)

Coverage in New York

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust covers 2,164 participants in New York, 2.7x the typical New York plan (state average ~798 per filing). Assets: $7M.

#5,364
in Other Services (7,719 peers)
+8.0%
assets growth YoY

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,311,667 49th percentile higher than 49% 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

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forum Personnel Inc 401(k) Profit Sharing Plan & Trust lands in the large band (2,164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Forum Personnel Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$411K in the plan year 2022 filing to $544K in the plan year 2024 filing.
  • Forum Personnel Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2024 filing.
  • Forum Personnel Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 2,442 in the plan year 2022 filing to 2,164 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 132781308 · Forum Personnel Inc. PY 2024 · 401(k)

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust · $7M · 2,164 · 49th

  • PHOTO $7M
  • PHOTO 2,164
  • PHOTO 49th
  • PHOTO 401(k)
  • PHOTO near Acumen Learning LLC 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #5364

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 Other Services retirement plans → · Plans in New York →

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Forum Personnel Inc 401(k) Profit Sharing Plan & TrustForum Personnel Inc 401(k) P…$7MAcumen Learning LLC 401(k) Profit Sharing Plan & TrustAcumen Learning LLC 401(k) P…$7MEmployee Benefit Plan of Partnership for Strong Families, Inc.Employee Benefit Plan of Par…$7MDominion Payroll Services LLC 401(k) Profit Sharing Plan and TrustDominion Payroll Services LL…$7MWesthills Village 401(k) Retirement Savings PlanWesthills Village 401(k) Ret…$7M
End-of-year total assets ($M) among Forum Personnel Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$544K
Employer EIN132781308
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forum Personnel Inc.)

Sponsor-wide plan assets over time

All Forum Personnel Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 27.627920437683162% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 20222024 $5.73M $7.31M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 2,442 $6M
2024 1 2,164 $7M

Nearby 401(k) Plans in New York

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

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Forum Personnel Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.007311667 · Participants: 2164Forum Personnel Inc 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Forum Personnel Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Forum Personnel Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Forum Personnel Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Acumen Learning LLC 401(k) Profit Sharing Plan & Trust in UT ($7M); by covered participants it is Pacific Sunwear Stores LLC 401(k) Savings Plan in CA (2,164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,164 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 Forum Personnel Inc 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Forum Personnel Inc 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 8.0% during 2024, from $7M to $7M. Reported net income was $544K.
How have Forum Personnel Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Forum Personnel Inc.'s sponsor-wide assets grew 27.6%, from $6M to $7M.
Which 401(k) plans are similar in size to Forum Personnel Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Acumen Learning LLC 401(k) Profit Sharing Plan & Trust in UT ($7M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Forum Personnel Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pacific Sunwear Stores LLC 401(k) Savings Plan in CA (2,164 participants, $98M 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 132781308.

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.