Other · DOL Form 5500 · 2022
Rex and Margaret Fortune School of Education Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 272
- Participants Below avg headcount
- 40th
- Percentile by assets National rank
- $10,674
- Avg per participant Low balance/head
Official DOL plan name: Fortune School of Education 403(b) Retirement Plan · Sponsored by Rex and Margaret Fortune School of Education · California · Educational Services
$3M in assets, 272 participants
Rex and Margaret Fortune School of Education's Fortune School of Education 403(b) Retirement Plan reported $3M in total assets and 272 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #1,103 in Educational Services (4,024 peers)
Coverage in California
Fortune School of Education 403(b) Retirement Plan covers 272 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $3M.
- #1,103
- in Educational Services (4,024 peers)
- +30.8%
- assets growth YoY
Fortune School of Education 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Fortune School of Education 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,903,283 40th percentile higher than 40% 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
Fortune School of Education 403(b) Retirement 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. Fortune School of Education 403(b) Retirement Plan sits mid-pack in the medium band (272 participants).
Published 5500 schedule card
Filing strip 943187528 · Rex and Margaret Fortune School of Education PY 2022 · Other
Fortune School of Education 403(b) Retirement Plan · $3M · 272 · 40th
- VS-ST $3M
- VS-ST 272
- VS-ST 40th
- VS-ST Other
- VS-ST near Scandinavian Home DC Plan
- VS-ST ind #1103
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 California →
Fortune School of Education 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $668K |
| Employer EIN | 943187528 |
| Plan Effective Date | 2014-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rex and Margaret Fortune School of Education)
Sponsor-wide plan assets over time
All Rex and Margaret Fortune School of Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 40.037123490889456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 272 | $3M |
| 2023 | 1 | 333 | $3M |
| 2024 | 1 | 320 | $4M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Fortune School of Education 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Scandinavian Home DC Plan in RI ($3M); by covered participants it is Riverview School, Inc. 403(b) Retirement Plan in MA (272 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 (272 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.