Other · DOL Form 5500 · 2022
Forman School Inc Retirement Plan
Data updated 2026-08-11
- $24M
- Total assets
- 101
- Participants
- 80th
- Percentile by assets
- $239,945
- Avg per participant
Official DOL plan name: The Forman School, Inc. 403(b) Retirement Plan · Sponsored by Forman School Inc · Connecticut · Educational Services
$24M in assets, 101 participants
Forman School Inc's The Forman School, Inc. 403(b) Retirement Plan reported $24M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 139,126 plans)
- #2,600 in Educational Services (4,024 peers)
Coverage in Connecticut
The Forman School, Inc. 403(b) Retirement Plan covers 101 participants in Connecticut, about 14% of the average Connecticut filer (state average ~718 per filing). Assets: $24M.
- $24M
- total plan assets (2022 EOY)
- 101
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $239,945
- avg assets per participant
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Forman School, Inc. 403(b) Retirement Plan reports 101 participants - about 14% of that state average ($24M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 060646648 |
| Plan Effective Date | 1968-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Forman School Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $24M |
| 2023 | 1 | 112 | $27M |
| 2024 | 1 | 105 | $29M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
The Forman School, Inc. 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Forman School, Inc. 403(b) Retirement Plan by total assets, not by location.
- Planetary Science Institute 403(b) DC and Tda Plan (AZ) $24M · 133
- World Education Services, Inc. 403(b) Tax Deferred Annuity Plan (NY) $24M · 261
- The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees (PA) $24M · 1,220
- Ideastream Defined Contribution Retirement Plan (OH) $24M · 118
Frequently Asked Questions
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Filing takeaways
Ways to act on The Forman School, Inc. 403(b) Retirement Plan's numbers.
- By total assets, The Forman School, Inc. 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Forman School Inc's sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Educational Services plans