401(k) · DOL Form 5500 · 2024

Forge Industries, Inc. 401(k) Plan

Data updated 2026-08-11

$148M
Total assets
691
Participants
93rd
Percentile by assets
$214,144
Avg per participant
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Official DOL plan name: Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan · Sponsored by Forge Industries, Inc. · Ohio · Wholesale Trade

$148M in assets, 691 participants

Forge Industries, Inc.'s Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan reported $148M in total assets and 691 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #5,727 in Wholesale Trade (6,080 peers)

Where Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan sits by assets

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $148M for 691 participants (~$214,144/participant), up 19.2% in 2024.

$148M
total plan assets (2024 EOY)
691
covered participants
93rd
percentile by assets (of 123,622 plans)
$214,144
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan end-of-year assets rose from $124M in the plan year 2023 filing to $148M in the plan year 2024 filing.
  • Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan reported net income fell from $26M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan reported participants rose from 673 in the plan year 2023 filing to 691 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Ohio
Industry
Wholesale Trade

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs the 2024 asset distribution

By assets, Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$148M
Net Income$24M
Employer EIN340485880
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Forge Industries, Inc.)

$80M$100M$120M$140M$160M 202220232024 $98.2M $148M ▲ +50.8%
Total plan assets by year, all Forge Industries, Inc. plans on file
Year Plans Participants Total Assets
2022 1 649 $98M
2023 1 673 $124M
2024 1 691 $148M

Nearby 401(k) Plans in Ohio

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

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Forge Industries, In…GE Aerospace Retirem…The Kroger Co. 401(k…The Progressive 401(…The Sherwin-Williams…Parker Retirement Sa…
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Forge Industries, Inc. and Affiliated Co… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan assets move in 2024? ▼
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan grew sharply - up 19.2% during 2024, from $124M to $148M. Reported net income was $24M.
How have Forge Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Forge Industries, Inc.'s sponsor-wide assets grew 50.8%, from $98M to $148M.
Where does Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bioventus 401(k) Plan in NC ($148M, 828 participants).

Next read for Forge Industries, Inc. and Affiliated Co…

Scale reading

Ways to act on Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan's numbers.

  • By total assets, Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
  • Forge Industries, Inc.'s sponsor-wide assets have grown 50.8% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 340485880.

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.