Other · DOL Form 5500 · 2023
Ada Forsyth Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 141
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $530,765
- Avg per participant High balance/head
Official DOL plan name: The Forsyth Institute Defined Contribution Plan · Sponsored by Ada Forsyth Institute, Inc. · Massachusetts · Professional & Technical Services
$75M in assets, 141 participants
Ada Forsyth Institute, Inc.'s The Forsyth Institute Defined Contribution Plan reported $75M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #18,367 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
The Forsyth Institute Defined Contribution Plan covers 141 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $75M.
- #18,367
- in Professional & Technical Services (20,321 peers)
- -1.0%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $745K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Forsyth Institute Defined Contribution Plan's outsized position by total assets
The Forsyth Institute Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$74,837,799 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Forsyth Institute Defined Contribution Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Forsyth Institute Defined Contribution Plan sits mid-pack in the medium band (141 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Forsyth Institute Defined Contribution Plan reported net income rose from -$12M in the plan year 2022 filing to -$745K in the plan year 2023 filing.
- The Forsyth Institute Defined Contribution Plan reported participants rose from 122 in the plan year 2022 filing to 141 in the plan year 2023 filing.
- The Forsyth Institute Defined Contribution Plan end-of-year assets fell from $76M in the plan year 2022 filing to $75M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042104230 · Ada Forsyth Institute, Inc. PY 2023 · Other
The Forsyth Institute Defined Contribution Plan · $75M · 141 · 89th
- EOY $75M
- EOY 141
- EOY 89th
- EOY Other
- EOY near Virginia Association of Independent Schools Multiple Employer Plan
- EOY ind #18367
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
The Forsyth Institute Defined Contribution Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | -$745K |
| Employer EIN | 042104230 |
| Plan Effective Date | 1964-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ada Forsyth Institute, Inc.)
Sponsor-wide plan assets over time
All Ada Forsyth Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 4.332551405789965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $76M |
| 2023 | 1 | 141 | $75M |
| 2024 | 1 | 132 | $79M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
The Forsyth Institute Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Virginia Association of Independent Schools Multiple Employer Plan in VA ($75M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Virginia Association of Independent Schools Multiple Employer Plan (VA) $75M · 455
- Pressley Ridge Retirement Plan (PA) $75M · 1,037
- Saint Vincent Retirement Plan (PA) $75M · 327
- Flint Hill 403(b) DC and Tda Plan (VA) $75M · 228
Similar participant headcount
Nearest other-state filings by covered participants (141 participants); asset peers above are excluded.
- Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan (CT) 141 · 0 off
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan (MT) 141 · 0 off
- Providence Country Day School Defined Contribution Retirement Plan (RI) 141 · 0 off
- Snohomish County Public Defender Association 403(b) Plan (WA) 141 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.