401(k) · DOL Form 5500 · 2024

Forms & Surfaces Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
454
Participants Below avg headcount
79th
Percentile by assets National rank
$75,143
Avg per participant Below avg balance/head
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Official DOL plan name: Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Forms & Surfaces Inc. · Pennsylvania · Manufacturing

$34M in assets, 454 participants

Forms & Surfaces Inc.'s Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust reported $34M in total assets and 454 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #12,659 in Manufacturing (17,777 peers)

Where Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $34M for 454 participants (~$75,143/participant), up 3.7% in 2024.

#12,659
in Manufacturing (17,777 peers)
+3.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$34,114,897 Top 21% higher than 79% 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

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust 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. Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (454 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 502 in the plan year 2023 filing to 454 in the plan year 2024 filing.
  • Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $33M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251476717 · Forms & Surfaces Inc. PY 2024 · 401(k)

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust · $34M · 454 · 79th

  • BOY $34M
  • BOY 454
  • BOY 79th
  • BOY 401(k)
  • BOY near Outerstuff, LLC 401(k) Plan
  • BOY ind #12659

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 Pennsylvania →

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Nyrstar Hourly 401(k) Plan$34MColor 401(k) Plan$34MAoa Management Co. 401(k) PlanAoa Management Co. 401(k) Pl…$34MForms & Surfaces Inc. 401(k) Profit Sharing Plan and TrustForms & Surfaces Inc. 401(k)…$34MOuterstuff, LLC 401(k) Plan$34M
End-of-year total assets ($M) among Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$34M
Net Income$1M
Employer EIN251476717
Plan Effective Date1986-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forms & Surfaces Inc.)

Sponsor-wide plan assets over time

All Forms & Surfaces Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 19.819497168928756% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $28.5M $34.1M ▲ +19.8%
Year Plans Participants Total Assets
2022 1 478 $28M
2023 1 502 $33M
2024 1 454 $34M

Nearby 401(k) Plans in Pennsylvania

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

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.034114897 · Participants: 454Forms & Surfaces Inc. 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Outerstuff, LLC 401(k) Plan in NJ ($34M); by covered participants it is Aci Parts Warehousing 401(k) Profit Sharing Plan in MI (454 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (454 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 Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024?
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust edged up modestly - up 3.7% during 2024, from $33M to $34M. Reported net income was $1M.
How have Forms & Surfaces Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Forms & Surfaces Inc.'s sponsor-wide assets grew 19.8%, from $28M to $34M.
Where does Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust ranks in the 79th 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 Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Outerstuff, LLC 401(k) Plan in NJ ($34M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Forms & Surfaces Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Aci Parts Warehousing 401(k) Profit Sharing Plan in MI (454 participants, $10M in assets).