ESOP · DOL Form 5500 · 2024

Forma Design, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
28th
Percentile by assets National rank
$139,944
Avg per participant Near avg balance/head
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Official DOL plan name: Forma Design, Inc. Employee Stock Ownership Plan · Sponsored by Forma Design, Inc. · California · Professional & Technical Services

$2M in assets, 12 participants

Forma Design, Inc.'s Forma Design, Inc. Employee Stock Ownership Plan reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,663 in Professional & Technical Services (20,173 peers)

2024 asset change

Forma Design, Inc. Employee Stock Ownership Plan grew at a solid clip 9.4% in 2024 ($2M → $2M) for 12 participants.

#4,663
in Professional & Technical Services (20,173 peers)
+9.4%
assets growth YoY

Forma Design, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Forma Design, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,679,322 28th percentile higher than 28% 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

Forma Design, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Forma Design, Inc. Employee Stock Ownership Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forma Design, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $159K in the plan year 2024 filing.
  • Forma Design, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Forma Design, Inc. Employee Stock Ownership Plan reported participants fell from 13 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330158072 · Forma Design, Inc. PY 2024 · ESOP

Forma Design, Inc. Employee Stock Ownership Plan · $2M · 12 · 28th

  • ASSETS $2M
  • ASSETS 12
  • ASSETS 28th
  • ASSETS ESOP
  • ASSETS near Patterson Nursery Sales, Inc. Employee Stock Ownership Plan
  • ASSETS ind #4663

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 What is an ESOP? → · Plans in California →

Forma Design, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ats Electric Inc. Employee Stock Ownership PlanAts Electric Inc. Employee S…$2MForma Design, Inc. Employee Stock Ownership PlanForma Design, Inc. Employee …$2MPatterson Nursery Sales, Inc. Employee Stock Ownership PlanPatterson Nursery Sales, Inc…$2MThe Armamentarium, Inc. Employee Stock Ownership PlanThe Armamentarium, Inc. Empl…$2MPark Manor, Ltd. Employee Stock Ownership PlanPark Manor, Ltd. Employee St…$2M
End-of-year total assets ($M) among Forma Design, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Forma Design, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Forma Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 9.40671754830009% vs 2023
2024 filing year
$1.5M$1.55M$1.6M$1.65M$1.7M 20232024 $1.53M $1.68M ▲ +9.8%
Year Plans Participants Total Assets
2023 1 13 $2M
2024 1 12 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income$159K
Employer EIN330158072
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Forma Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Forma Design, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001679322 · Participants: 12Forma Design, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Forma Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Forma Design, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Forma Design, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Patterson Nursery Sales, Inc. Employee Stock Ownership Plan in ($2M); by covered participants it is Valdez Construction, Inc. Employee Stock Ownership Plan in WA (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Forma Design, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Forma Design, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.4% during 2024, from $2M to $2M. Reported net income was $159K.
How have Forma Design, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Forma Design, Inc.'s sponsor-wide assets grew 9.4%, from $2M to $2M.
Which ESOP plans are similar in size to Forma Design, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Patterson Nursery Sales, Inc. Employee Stock Ownership Plan in ($2M, 50 participants).
Which ESOP plans cover a similar participant headcount to Forma Design, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valdez Construction, Inc. Employee Stock Ownership Plan in WA (12 participants, $481K 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 330158072.

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.