401(k) · DOL Form 5500 · 2024
Forge Industries, Inc. 401(k) Plan
Data updated 2026-08-25
- $148M
- Total assets Near avg plan size
- 691
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $214,144
- Avg per participant Above avg balance/head
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.
- #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.
- #5,727
- in Wholesale Trade (6,080 peers)
- +19.2%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan's outsized position by total assets
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$147,973,345 Top 7% higher than 93% 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
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan 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. Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan sits mid-pack in the medium band (691 participants).
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.
Plan-year Form 5500 strip
Filing strip 340485880 · Forge Industries, Inc. PY 2024 · 401(k)
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan · $148M · 691 · 93rd
- RANK $148M
- RANK 691
- RANK 93rd
- RANK 401(k)
- RANK near Bioventus 401(k) Plan
- RANK ind #5727
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 Wholesale Trade retirement plans → · Plans in Ohio →
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | $24M |
| Employer EIN | 340485880 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forge Industries, Inc.)
Sponsor-wide plan assets over time
All Forge Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $148M 50.758713235361164% vs 2022
- 2024 filing year
| 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.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Forge Industries, Inc. and Affiliated Companies Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Bioventus 401(k) Plan in NC ($148M); by covered participants it is Animal Supply Company LLC 401(k) Retirement Plan in TX (691 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($148M here).
- Bioventus 401(k) Plan (NC) $148M · 828
- Kennedy/Jenks Consultants, Inc. Profit Sharing Retirement Plan (CA) $148M · 496
- Washington Gas Light Company Cap Appr Plan/Union (DC) $148M · 933
- Fortna 401(k) Plan (KY) $148M · 1,783
Similar participant headcount
Nearest other-state filings by covered participants (691 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.