401(k) · DOL Form 5500 · 2024

Form Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$159M
Total assets Near avg plan size
1,109
Participants Near avg headcount
93rd
Percentile by assets National rank
$143,396
Avg per participant Near avg balance/head
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Official DOL plan name: Form Technologies 401(k) Plan · Sponsored by Form Technologies, Inc. · North Carolina · Manufacturing

$159M in assets, 1,109 participants

Form Technologies, Inc.'s Form Technologies 401(k) Plan reported $159M in total assets and 1,109 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,965 in Manufacturing (17,777 peers)

Where Form Technologies 401(k) Plan sits by assets

Form Technologies 401(k) Plan sits in the top 10% of all filed plans by assets, $159M for 1,109 participants (~$143,396/participant), up 8.4% in 2024.

#15,965
in Manufacturing (17,777 peers)
+8.4%
assets growth YoY
1.6×
vs typical plan assets (national mean)

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

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

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

$159,026,662 Top 7% higher than 93% 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 Technologies 401(k) Plan'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. Form Technologies 401(k) Plan lands in the large band (1,109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Form Technologies 401(k) Plan reported participants fell from 1,389 in the plan year 2023 filing to 1,109 in the plan year 2024 filing.
  • Form Technologies 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Form Technologies 401(k) Plan end-of-year assets rose from $147M in the plan year 2023 filing to $159M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 900728033 · Form Technologies, Inc. PY 2024 · 401(k)

Form Technologies 401(k) Plan · $159M · 1,109 · 93rd

  • 5500 $159M
  • 5500 1,109
  • 5500 93rd
  • 5500 401(k)
  • 5500 near Adapthealth 401(k) Profit Sharing Plan and Trust
  • 5500 ind #15965

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 North Carolina →

Form Technologies 401(k) Plan in the asset neighbourhood

Georg Fischer Savings Tax-Advantaged Retirement PlanGeorg Fischer Savings Tax-Ad…$159MImc Companies 401(k) & Investment PlanImc Companies 401(k) & Inves…$159MBoone Health 401(k)$159MAdapthealth 401(k) Profit Sharing Plan and TrustAdapthealth 401(k) Profit Sh…$159MForm Technologies 401(k) Plan$159M
End-of-year total assets ($M) among Form Technologies 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)$147M
Net Assets (End of Year)$159M
Net Income$12M
Employer EIN900728033
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Form Technologies, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$159M 20.793485920161434% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $132M $159M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 1,416 $132M
2023 1 1,389 $147M
2024 1 1,109 $159M

Nearby 401(k) Plans in North Carolina

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

Form Technologies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Form Technologies 401(k) Plan, Total assets ($B): 0.159026662 · Participants: 1109Form Technologies 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Form Technologies 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Form Technologies 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Adapthealth 401(k) Profit Sharing Plan and Trust in PA ($159M); by covered participants it is Ernst Enterprises Retirement Savings Plan in OH (1,109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($159M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,109 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 Technologies 401(k) Plan assets move in 2024? ▼
Form Technologies 401(k) Plan grew at a solid clip - up 8.4% during 2024, from $147M to $159M. Reported net income was $12M.
How have Form Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Form Technologies, Inc.'s sponsor-wide assets grew 20.8%, from $132M to $159M.
Where does Form Technologies 401(k) Plan rank by assets among Form 5500 filers? ▼
Form Technologies 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Form Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adapthealth 401(k) Profit Sharing Plan and Trust in PA ($159M, 10,613 participants).
Which 401(k) plans cover a similar participant headcount to Form Technologies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ernst Enterprises Retirement Savings Plan in OH (1,109 participants, $122M 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 900728033.

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.