401(k) · DOL Form 5500 · 2024

Bharat Forge America, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
336
Participants Below avg headcount
49th
Percentile by assets National rank
$21,306
Avg per participant Low balance/head
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Official DOL plan name: Bharat Forge America, Inc. 401(k) Plan · Sponsored by Bharat Forge America, Inc. · Tennessee · Manufacturing

$7M in assets, 336 participants

Bharat Forge America, Inc.'s Bharat Forge America, Inc. 401(k) Plan reported $7M in total assets and 336 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.

  • #5,833 in Manufacturing (17,777 peers)

Coverage in Tennessee

Bharat Forge America, Inc. 401(k) Plan covers 336 participants in Tennessee, about 30% of the average Tennessee filer (state average ~1,126 per filing). Assets: $7M.

#5,833
in Manufacturing (17,777 peers)
-0.0%
assets change YoY

The plan reported a net loss of $276 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bharat Forge America, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Bharat Forge America, Inc. 401(k) Plan vs every filed plan by assets

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

$7,158,671 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

Bharat Forge America, Inc. 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. Bharat Forge America, Inc. 401(k) Plan sits mid-pack in the medium band (336 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bharat Forge America, Inc. 401(k) Plan reported net income fell from $786K in the plan year 2023 filing to -$276 in the plan year 2024 filing.
  • Bharat Forge America, Inc. 401(k) Plan reported participants rose from 280 in the plan year 2023 filing to 336 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 202865694 · Bharat Forge America, Inc. PY 2024 · 401(k)

Bharat Forge America, Inc. 401(k) Plan · $7M · 336 · 49th

  • BOY $7M
  • BOY 336
  • BOY 49th
  • BOY 401(k)
  • BOY near Layfield USA Corporation 401(k) Plan
  • BOY ind #5833

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 Tennessee →

Bharat Forge America, Inc. 401(k) Plan in the asset neighbourhood

Bharat Forge America, Inc. 401(k) PlanBharat Forge America, Inc. 4…$7MLayfield USA Corporation 401(k) PlanLayfield USA Corporation 401…$7MAmerican Flyers 401(k) Retirement Benefit and Savings PlanAmerican Flyers 401(k) Retir…$7MIntercredit Bank, N.a. 401(k) PlanIntercredit Bank, N.a. 401(k…$7MShelton Energy Solutions, LLC 401(k) Plan & TrustShelton Energy Solutions, LL…$7M
End-of-year total assets ($M) among Bharat Forge America, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$276
Employer EIN202865694
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bharat Forge America, Inc.)

Sponsor-wide plan assets over time

All Bharat Forge America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.333847246250592% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.37M $7.16M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 191 $6M
2023 1 280 $7M
2024 1 336 $7M

Nearby 401(k) Plans in Tennessee

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

Bharat Forge America, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Bharat Forge America, Inc. 401(k) Plan, Total assets ($B): 0.007158671 · Participants: 336Bharat Forge America, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Bharat Forge America, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Bharat Forge America, Inc. 401(k) Plan side-by-side with 3 peers →

Bharat Forge America, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Layfield USA Corporation 401(k) Plan in CA ($7M); by covered participants it is To-Ricos Employee Savings and Retirement Plan in PR (336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (336 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 Bharat Forge America, Inc. 401(k) Plan assets move in 2024? ▼
Bharat Forge America, Inc. 401(k) Plan held essentially flat - down 0.0% during 2024, from $7M to $7M. Reported net income was -$276.
How have Bharat Forge America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bharat Forge America, Inc.'s sponsor-wide assets grew 12.3%, from $6M to $7M.
Which 401(k) plans are similar in size to Bharat Forge America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Layfield USA Corporation 401(k) Plan in CA ($7M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Bharat Forge America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is To-Ricos Employee Savings and Retirement Plan in PR (336 participants, $5M 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 202865694.

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.