401(k) · DOL Form 5500 · 2024

Form Technologies, Inc. 401(k) Plan

Data updated 2026-08-11

$159M
Total assets: 1,109
Participants: 93rd
Percentile by assets: $143,396
Avg per participant

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.

93rd percentile by assets (of 123,622 plans)
#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.

$159M
total plan assets (2024 EOY): 1,109
covered participants: 93rd
percentile by assets (of 123,622 plans): $143,396
avg assets per participant

Where Form Technologies 401(k) Plan sits 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

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 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 →

State

North Carolina

Industry

Manufacturing

Form Technologies 401(k) Plan vs the 2024 asset distribution

By assets, Form Technologies 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$147M
Net Assets (End of Year)	$159M
Net Income	$12M
Employer EIN	900728033
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Form Technologies, Inc.)

Total plan assets by year, all Form Technologies, Inc. plans on file

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

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare Form Technologies 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Form Technologies 401(k) Plan by total assets, not by location.

Adapthealth 401(k) Profit Sharing Plan and Trust (PA) $159M · 10,613
Imc Companies 401(k) & Investment Plan (OH) $159M · 1,300
Boone Health 401(k) (MO) $159M · 2,040
Georg Fischer Savings Tax-Advantaged Retirement Plan (CA) $159M · 1,307

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).

Next read for Form Technologies 401(k) Plan

Scale reading

Ways to act on Form Technologies 401(k) Plan's numbers.

By total assets, Form Technologies 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
Form Technologies, Inc.'s sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Manufacturing plans

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.