ESOP · DOL Form 5500 · 2024
Forum Architecture & Interior Design, Inc. ESOP
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $352,500
- Avg per participant High balance/head
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.
- #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.
- #14,885
- in Professional & Technical Services (20,173 peers)
- -6.6%
- assets change YoY
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.
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Forum Architecture & Interior 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. Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan is a small filing (70 participants) on this national headcount ladder.
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.
DOL schedule card
Filing strip 593335698 · Forum Architecture & Interior Design, Inc. PY 2024 · ESOP
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan · $25M · 70 · 74th
- EOY $25M
- EOY 70
- EOY 74th
- EOY ESOP
- EOY near Vern Eide Motorcars Employee Stock Ownership Plan
- EOY ind #14885
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 Florida →
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$2M |
| Employer EIN | 593335698 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forum Architecture & Interior Design, Inc.)
Sponsor-wide plan assets over time
All Forum Architecture & Interior Design, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 8.331399964773995% vs 2022
- 2024 filing year
| 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.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $1.1B · 16,036
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
Forum Architecture & Interior Design, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Vern Eide Motorcars Employee Stock Ownership Plan in SD ($25M); by covered participants it is Delta Pipeline Inc. Employee Stock Ownership Plan in CA (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
- Delta Pipeline Inc. Employee Stock Ownership Plan (CA) 70 · 0 off
- Bravo Company Employee Stock Ownership Plan (WI) 70 · 0 off
- Admix, Inc. Employee Stock Ownership Plan (NH) 70 · 0 off
- Hose & Rubber Supply, Inc. ESOP (UT) 70 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.