Other · DOL Form 5500 · 2022
Family Forum, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $43,703
- Avg per participant Low balance/head
Official DOL plan name: Family Forum, Inc. 403(b) Plan · Sponsored by Family Forum, Inc. · Wisconsin · Healthcare & Social Assistance
$5M in assets, 103 participants
Family Forum, Inc.'s Family Forum, Inc. 403(b) Plan reported $5M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #10,782 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Family Forum, Inc. 403(b) Plan covers 103 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.
- #10,782
- in Healthcare & Social Assistance (20,060 peers)
- -14.2%
- assets change YoY
The plan reported a net loss of $748K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Family Forum, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Family Forum, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,501,408 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Family Forum, Inc. 403(b) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Forum, Inc. 403(b) Plan sits mid-pack in the medium band (103 participants).
Form 5500 schedule snapshot
Filing strip 391354038 · Family Forum, Inc. PY 2022 · Other
Family Forum, Inc. 403(b) Plan · $5M · 103 · 48th
- RANK $5M
- RANK 103
- RANK 48th
- RANK Other
- RANK near Strelitz International Academy 403(b) Plan
- RANK ind #10782
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Family Forum, Inc. 403(b) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$748K |
| Employer EIN | 391354038 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Family Forum, Inc.)
Sponsor-wide plan assets over time
All Family Forum, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 9.541347951574263% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $5M |
| 2023 | 1 | 108 | $5M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.0B · 6,020
- Froedtert Health, Inc. 403(b) Plan $1.5B · 13,617
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.1B · 1,679
- Marquette University Retirement Plan $779M · 2,039
- Children's Hospital and Health System Shared Retirement Savings Plan $760M · 5,299
Family Forum, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Strelitz International Academy 403(b) Plan in VA ($5M); by covered participants it is Food & Water Watch 403(b) Retirement Plan in DC (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.
- Food & Water Watch 403(b) Retirement Plan (DC) 103 · 0 off
- Holland Christian Home Association 403(b) Retirement Plan (NJ) 103 · 0 off
- Retirement Plan for Hourly Employees of Faculty- Student Association of State University of New York at Buffalo, Inc. (NY) 103 · 0 off
- George Eastman Museum Retirement Plan (NY) 103 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.