Other · DOL Form 5500 · 2022
Forman School Inc Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $239,945
- Avg per participant Above avg balance/head
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.
- #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.
- #2,600
- in Educational Services (4,024 peers)
- +8.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Forman School, Inc. 403(b) Retirement Plan's outsized position by total assets
The Forman School, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,234,414 Top 20% higher than 80% 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
The Forman School, Inc. 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. The Forman School, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (101 participants).
Form 5500 schedule snapshot
Filing strip 060646648 · Forman School Inc PY 2022 · Other
The Forman School, Inc. 403(b) Retirement Plan · $24M · 101 · 80th
- EOY $24M
- EOY 101
- EOY 80th
- EOY Other
- EOY near Planetary Science Institute 403(b) DC and Tda Plan
- EOY ind #2600
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 Connecticut →
The Forman School, Inc. 403(b) Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Forman School Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 19.271776078431273% vs 2022
- 2024 filing year
| 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.
- 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
The Forman School, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Planetary Science Institute 403(b) DC and Tda Plan in AZ ($24M); by covered participants it is Bcbs Health Plan in NE (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (101 participants); asset peers above are excluded.
- Bcbs Health Plan (NE) 101 · 0 off
- Rowan Regional Medical Center, Inc. Incentive Savi (NC) 101 · 0 off
- The New Foundations Retirement Plan (GA) 101 · 0 off
- Sharon S. Richardson Community Hospice 403(b) Plan (WI) 101 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.