Other · DOL Form 5500 · 2023

The Foundation Schools Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
156
Participants Small participant base
76th
Percentile by assets National rank
$160,090
Avg per participant Above avg balance/head
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Official DOL plan name: The Foundation Schools Defined Contribution Retirement Plan · Sponsored by The Foundation Schools · Maryland · Educational Services

$25M in assets, 156 participants

The Foundation Schools's The Foundation Schools Defined Contribution Retirement Plan reported $25M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,265 in Educational Services (3,735 peers)

Coverage in Maryland

The Foundation Schools Defined Contribution Retirement Plan covers 156 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $25M.

#2,265
in Educational Services (3,735 peers)
+14.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Foundation Schools Defined Contribution Retirement Plan's outsized position by total assets

The Foundation Schools Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,974,057 Top 24% higher than 76% of 127,068 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 2023

The Foundation Schools Defined Contribution Retirement 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 Foundation Schools Defined Contribution Retirement Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Foundation Schools Defined Contribution Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Foundation Schools Defined Contribution Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • The Foundation Schools Defined Contribution Retirement Plan reported participants fell from 165 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 237425256 · The Foundation Schools PY 2023 · Other

The Foundation Schools Defined Contribution Retirement Plan · $25M · 156 · 76th

  • RANK $25M
  • PHOTO 156
  • IND 76th
  • EOY Other
  • 5500 near Washington County Mental Health Services, Inc. 403b Plan
  • ASSETS ind #2265

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 →

The Foundation Schools Defined Contribution Retirement Plan in the asset neighbourhood

American Nuclear Society 403(b) Retirement PlanAmerican Nuclear Society 403…$25MWayside Youth & Family Support Network, Inc. 403(b) PlanWayside Youth & Family Suppo…$25MWashington County Mental Health Services, Inc. 403b PlanWashington County Mental Hea…$25MThe Montgomery Academy Retirement PlanThe Montgomery Academy Retir…$25MThe Foundation Schools Defined Contribution Retirement PlanThe Foundation Schools Defin…$25M
End-of-year total assets ($M) among The Foundation Schools Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN237425256
Plan Effective Date1994-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Foundation Schools)

Sponsor-wide plan assets over time

All The Foundation Schools plans reported in each filing year

Latest sponsor-wide plan assets
$28M 29.06689446370979% vs 2022
2024 filing year
$20M$22M$24M$26M$28M$30M 202220232024 $21.9M $28.2M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 165 $22M
2023 1 156 $25M
2024 1 169 $28M

Nearby Other Plans in Maryland

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

The Foundation Schools Defined Contribution Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants The Foundation Schools Defined Contribution Retirement Plan, Total assets ($B): 0.024974057 · Participants: 156The Foundation Schools Defined Contribution Retirement PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 7.843208337 · Participants: 25369Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.964902016 · Participants: 31642Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.653072821 · Participants: 9305The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.798525441 · Participants: 2154Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.449412779 · Participants: 17639Johns Hopkins Health System Corporation 403(b) Plan
The Foundation Schools Defined Contribution Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare The Foundation Schools Defined Contribution Retirement Plan side-by-side with 3 peers →

The Foundation Schools Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Washington County Mental Health Services, Inc. 403b Plan in VT ($25M); by covered participants it is American Jewish University DC Retirement Plan in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Foundation Schools Defined Contribution Retirement Plan assets move in 2023? ▼
The Foundation Schools Defined Contribution Retirement Plan grew at a solid clip - up 14.3% during 2023, from $22M to $25M. Reported net income was $3M.
How have The Foundation Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Foundation Schools's sponsor-wide assets grew 29.1%, from $22M to $28M.
Where does The Foundation Schools Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Foundation Schools Defined Contribution Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Foundation Schools Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Washington County Mental Health Services, Inc. 403b Plan in VT ($25M, 657 participants).
Which Other plans cover a similar participant headcount to The Foundation Schools Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is American Jewish University DC Retirement Plan in CA (156 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237425256.

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.