ESOP · DOL Form 5500 · 2024

Forum Architecture & Interior Design, Inc. ESOP

Data updated 2026-08-11

$25M
Total assets
70
Participants
74th
Percentile by assets
$352,500
Avg per participant
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Official DOL plan name: Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan · Sponsored by Forum Architecture & Interior Design, Inc. · Florida · Professional & Technical Services

$25M in assets, 70 participants

Forum Architecture & Interior Design, Inc.'s Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan reported $25M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 123,622 plans)
  • #14,885 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan holds $25M for 70 participants - about $352,500 per participant, above the median plan by assets.

$25M
total plan assets (2024 EOY)
70
covered participants
74th
percentile by assets (of 123,622 plans)
$352,500
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan sits by total assets

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$24,674,999 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan reported net income fell from -$308K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan reported participants rose from 62 in the plan year 2023 filing to 70 in the plan year 2024 filing.
  • Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan end-of-year assets fell from $26M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Florida
Industry
Professional & Technical Services

ESOP filing for Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan

ESOP filing for plan year 2024: EIN 593335698 ; effective since 2004-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

Filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$20M
Net Income-$2M
Employer EIN593335698
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forum Architecture & Interior Design, Inc.)

$24M$25M$26M$27M$28M 202220232024 $26.9M $24.7M ▼ -8.4%
Total plan assets by year, all Forum Architecture & Interior Design, Inc. plans on file
Year Plans Participants Total Assets
2022 1 65 $27M
2023 1 62 $26M
2024 1 70 $25M

Nearby ESOP Plans in Florida

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

Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Forum Architecture &…, Total assets ($B): 0.024674999 · Participants: 70Forum Architecture &…Publix Super Markets…, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets…Raymond James Financ…, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financ…Summit Companies Hol…, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Hol…Thirty Fifteen Emplo…, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Emplo…Western Global Airli…, Total assets ($B): 0.441212218 · Participants: 353Western Global Airli…
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Forum Architecture & Interior Design, In… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.6% during 2024, from $26M to $25M. Reported net income was -$2M.
How have Forum Architecture & Interior Design, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forum Architecture & Interior Design, Inc.'s sponsor-wide assets declined 8.3%, from $27M to $25M.
Which ESOP plans are similar in size to Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Vern Eide Motorcars Employee Stock Ownership Plan in SD ($25M, 202 participants).

Next read for Forum Architecture & Interior Design, In…

Filing takeaways

Ways to act on Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan's numbers.

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 593335698.

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.