401(k) · DOL Form 5500 · 2024

Form Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
682
Participants Below avg headcount
76th
Percentile by assets National rank
$40,207
Avg per participant Low balance/head
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Official DOL plan name: Form Energy 401(k) Plan · Sponsored by Form Energy, Inc. · Massachusetts · Professional & Technical Services

$27M in assets, 682 participants

Form Energy, Inc.'s Form Energy 401(k) Plan reported $27M in total assets and 682 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,302 in Professional & Technical Services (20,173 peers)

Where Form Energy 401(k) Plan sits by assets

Form Energy 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 682 participants (~$40,207/participant), up 68.0% in 2024.

#15,302
in Professional & Technical Services (20,173 peers)
+68.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Form Energy 401(k) Plan's outsized position by total assets

Form Energy 401(k) Plan vs every filed plan by assets

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

$27,421,316 Top 24% higher than 76% 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

Form Energy 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. Form Energy 401(k) Plan sits mid-pack in the medium band (682 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Form Energy 401(k) Plan reported participants rose from 370 in the plan year 2023 filing to 682 in the plan year 2024 filing.
  • Form Energy 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Form Energy 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 822266384 · Form Energy, Inc. PY 2024 · 401(k)

Form Energy 401(k) Plan · $27M · 682 · 76th

  • BOOK $27M
  • BOOK 682
  • BOOK 76th
  • BOOK 401(k)
  • BOOK near Mpt Operating Partnership, L.P. 401(k) Plan
  • BOOK ind #15302

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Form Energy 401(k) Plan in the asset neighbourhood

Ternium USA, Inc Retirement Savings PlanTernium USA, Inc Retirement …$27MAtlas 401(k) Profit Sharing and Retirement PlanAtlas 401(k) Profit Sharing …$27MForm Energy 401(k) Plan$27MMpt Operating Partnership, L.P. 401(k) PlanMpt Operating Partnership, L…$27MThe Thrasher Group, Inc. 401(k) Profit Sharing PlanThe Thrasher Group, Inc. 401…$27M
End-of-year total assets ($M) among Form Energy 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)$16M
Net Assets (End of Year)$27M
Net Income$11M
Employer EIN822266384
Plan Effective Date2018-03-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Form Energy, Inc.)

Sponsor-wide plan assets over time

All Form Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 226.153767103369% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $8.41M $27.4M ▲ +226.0%
Year Plans Participants Total Assets
2022 1 189 $8M
2023 1 370 $16M
2024 1 682 $27M

Nearby 401(k) Plans in Massachusetts

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

Form Energy 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Form Energy 401(k) Plan, Total assets ($B): 0.027421316 · Participants: 682Form Energy 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Form Energy 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Form Energy 401(k) Plan side-by-side with 3 peers →

Form Energy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mpt Operating Partnership, L.P. 401(k) Plan in AL ($27M); by covered participants it is Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan in NY (682 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (682 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 Form Energy 401(k) Plan assets move in 2024? ▼
Form Energy 401(k) Plan surged - up 68.0% during 2024, from $16M to $27M. Reported net income was $11M.
How have Form Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Form Energy, Inc.'s sponsor-wide assets grew 226.2%, from $8M to $27M.
Where does Form Energy 401(k) Plan rank by assets among Form 5500 filers? ▼
Form Energy 401(k) Plan ranks in the 76th 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 Form Energy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mpt Operating Partnership, L.P. 401(k) Plan in AL ($27M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Form Energy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan in NY (682 participants, $70M 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 822266384.

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.