Other · DOL Form 5500 · 2022
The Forum School Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $129,275
- Avg per participant Near avg balance/head
Official DOL plan name: Supplemental Retirement Plan · Sponsored by The Forum School · New Jersey · Educational Services
$3M in assets, 21 participants
The Forum School's Supplemental Retirement Plan reported $3M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #1,067 in Educational Services (4,024 peers)
The Forum School multi-year trail
The Forum School's plans moved +20.7% in assets from 2022 to 2024; this filing shows Supplemental Retirement Plan at $3M / 21 participants.
- #1,067
- in Educational Services (4,024 peers)
- +8.8%
- assets growth YoY
Supplemental Retirement Plan's mid-pack asset rank among Educational Services and all filers
Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,714,778 39th percentile higher than 39% 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
Supplemental Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Supplemental Retirement Plan is a small filing (21 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 221585578 · The Forum School PY 2022 · Other
Supplemental Retirement Plan · $3M · 21 · 39th
- BOOK $3M
- BOOK 21
- BOOK 39th
- BOOK Other
- BOOK near Whscda, Inc. 403(b) Plan
- BOOK ind #1067
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 Educational Services retirement plans → · Plans in New Jersey →
Supplemental Retirement Plan in the asset neighbourhood
The Forum School multi-year asset trail
Sponsor-wide plan assets over time
All The Forum School plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 20.720491048962522% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 58 | $17M |
| 2023 | 2 | 78 | $19M |
| 2024 | 2 | 81 | $20M |
The Forum School filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $220K |
| Employer EIN | 221585578 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
Supplemental Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Whscda, Inc. 403(b) Plan in RI ($3M); by covered participants it is VALORUS in CA (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.
- VALORUS (CA) 21 · 0 off
- Artswestchester, Inc. 403b Plan (NY) 21 · 0 off
- International Center for Transitional Justice 403(b) Plan (NY) 21 · 0 off
- The Dance Foundation 403(b) Plan (AL) 21 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.