401(k) · DOL Form 5500 · 2024

Workholding US Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size: 488
Participants Below avg headcount: 87th
Percentile by assets National rank: $131,984
Avg per participant Near avg balance/head

Official DOL plan name: Forkardt Hardinge Retirement Plan · Sponsored by Workholding US Holdings, LLC · New York · Manufacturing

$64M in assets, 488 participants

Workholding US Holdings, LLC's Forkardt Hardinge Retirement Plan reported $64M in total assets and 488 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.

#14,393 in Manufacturing (17,777 peers)

Where Forkardt Hardinge Retirement Plan sits by assets

Forkardt Hardinge Retirement Plan sits in the top quartile of all filed plans by assets, $64M for 488 participants (~$131,984/participant), up 8.5% in 2024.

#14,393
in Manufacturing (17,777 peers): +8.5%
assets growth YoY: 0.6×
vs typical plan assets (national mean)

Forkardt Hardinge Retirement Plan's outsized position by total assets

Forkardt Hardinge Retirement Plan vs every filed plan by assets

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

$64,408,012 Top 13% higher than 87% 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

Forkardt Hardinge Retirement 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. Forkardt Hardinge Retirement Plan sits mid-pack in the medium band (488 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

DOL schedule card

Filing strip 994213849 · Workholding US Holdings, LLC PY 2024 · 401(k)

Forkardt Hardinge Retirement Plan · $64M · 488 · 87th

SCH $64M
SCH 488
SCH 87th
SCH 401(k)
SCH near Ebenezer Society 401(k) Profit-Sharing Plan
SCH ind #14393

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 New York →

End-of-year total assets ($M) among Forkardt Hardinge Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$59M
Net Assets (End of Year)	$64M
Net Income	$5M
Employer EIN	994213849
Plan Effective Date	1957-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Forkardt Hardinge Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Forkardt Hardinge Retirement Plan side-by-side with 3 peers →

Forkardt Hardinge Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ebenezer Society 401(k) Profit-Sharing Plan in MN ($64M); by covered participants it is Avanquest North America LLC. Retirement Plan in CA (488 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Ebenezer Society 401(k) Profit-Sharing Plan (MN) $64M · 4,501
Swanson Group, Inc. and Affiliated Companies Employee Savings Plan (OR) $64M · 741
Tyonek Native Corporation 401(k) Plan (AL) $64M · 1,586
Apco Holdings 401(k) Plan (GA) $64M · 467

Similar participant headcount

Nearest other-state filings by covered participants (488 participants); asset peers above are excluded.

Avanquest North America LLC. Retirement Plan (CA) 488 · 0 off
Co-Op 401(k) Plan (MN) 488 · 0 off
The Shepherd 401(k) Plan (OH) 488 · 0 off
Xp Power LLC Retirement Savings Plan (CA) 488 · 0 off

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 Forkardt Hardinge Retirement Plan assets move in 2024? ▼

Forkardt Hardinge Retirement Plan grew at a solid clip - up 8.5% during 2024, from $59M to $64M. Reported net income was $5M.

Where does Forkardt Hardinge Retirement Plan rank by assets among Form 5500 filers? ▼

Forkardt Hardinge Retirement 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 Forkardt Hardinge Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ebenezer Society 401(k) Profit-Sharing Plan in MN ($64M, 4,501 participants).

Which 401(k) plans cover a similar participant headcount to Forkardt Hardinge Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Avanquest North America LLC. Retirement Plan in CA (488 participants, $33M 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 994213849.