Other · DOL Form 5500 · 2022

Garrison Forest School, Inc. Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
202
Participants Below avg headcount
83rd
Percentile by assets National rank
$152,111
Avg per participant Above avg balance/head
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Official DOL plan name: Garrison Forest School Tax Sheltered Annuity Savings Plan · Sponsored by Garrison Forest School, Inc. · Maryland · Educational Services

$31M in assets, 202 participants

Garrison Forest School, Inc.'s Garrison Forest School Tax Sheltered Annuity Savings Plan reported $31M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,781 in Educational Services (4,024 peers)

Coverage in Maryland

Garrison Forest School Tax Sheltered Annuity Savings Plan covers 202 participants in Maryland, about 22% of the average Maryland filer (state average ~929 per filing). Assets: $31M.

#2,781
in Educational Services (4,024 peers)
-17.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Garrison Forest School Tax Sheltered Annuity Savings Plan's outsized position by total assets

Garrison Forest School Tax Sheltered Annuity Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$30,726,369 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Garrison Forest School Tax Sheltered Annuity Savings 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. Garrison Forest School Tax Sheltered Annuity Savings Plan sits mid-pack in the medium band (202 participants).

DOL schedule card

Filing strip 520591516 · Garrison Forest School, Inc. PY 2022 · Other

Garrison Forest School Tax Sheltered Annuity Savings Plan · $31M · 202 · 83rd

  • IND $31M
  • EOY 202
  • 5500 83rd
  • ASSETS Other
  • PCT near Lake Forest Academy Defined Contribution Plan
  • EIN ind #2781

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 Maryland →

Garrison Forest School Tax Sheltered Annuity Savings Plan in the asset neighbourhood

Moravian Academy 403(b) DC PlanMoravian Academy 403(b) DC P…$31MInternational Justice Mission 403(b)(7) PlanInternational Justice Missio…$31MThe Hamlin School Retirement PlanThe Hamlin School Retirement…$31MGarrison Forest School Tax Sheltered Annuity Savings PlanGarrison Forest School Tax S…$31MLake Forest Academy Defined Contribution PlanLake Forest Academy Defined …$31M
End-of-year total assets ($M) among Garrison Forest School Tax Sheltered Annuity Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$31M
Net Income-$6M
Employer EIN520591516
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Garrison Forest School, Inc.)

Sponsor-wide plan assets over time

All Garrison Forest School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.33220716707529% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.7M $37M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 202 $31M
2023 1 206 $34M
2024 1 208 $37M

Nearby Other Plans in Maryland

Peer Other plans, same state, same plan type, ranked by total assets.

Garrison Forest School Tax Sheltered Annuity Savings Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Garrison Forest School Tax Sheltered Annuity Savings Plan, Total assets ($B): 0.030726369 · Participants: 202Garrison Forest School Tax Sheltered Annuity Savings PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 6.730860814 · Participants: 26366Johns Hopkins University 403(b) PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.472267119 · Participants: 8736The Johns Hopkins University Applied Physics Laboratory Pension Plan BMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.442412638 · Participants: 30441Medstar Health, Inc. Retirement Savings PlanHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.577982767 · Participants: 2041Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.212382944 · Participants: 17244Johns Hopkins Health System Corporation 403(b) Plan
Garrison Forest School Tax Sheltered Annuity Savings Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Garrison Forest School Tax Sheltered Annuity Savings Plan side-by-side with 3 peers →

Garrison Forest School Tax Sheltered Annuity Savings Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Lake Forest Academy Defined Contribution Plan in IL ($31M); by covered participants it is Hcs 403(b) Retirement Plan in NH (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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.

Frequently Asked Questions

How did Garrison Forest School Tax Sheltered Annuity Savings Plan assets move in 2022? ▼
Garrison Forest School Tax Sheltered Annuity Savings Plan declined sharply - down 17.1% during 2022, from $37M to $31M. Reported net income was -$6M.
How have Garrison Forest School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Garrison Forest School, Inc.'s sponsor-wide assets grew 20.3%, from $31M to $37M.
Where does Garrison Forest School Tax Sheltered Annuity Savings Plan rank by assets among Form 5500 filers? ▼
Garrison Forest School Tax Sheltered Annuity Savings Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Garrison Forest School Tax Sheltered Annuity Savings Plan? ▼
Among Other plans in other states, the closest by assets is Lake Forest Academy Defined Contribution Plan in IL ($31M, 128 participants).
Which Other plans cover a similar participant headcount to Garrison Forest School Tax Sheltered Annuity Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Hcs 403(b) Retirement Plan in NH (202 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520591516.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.