Other · DOL Form 5500 · 2023
Garrison Forest School, Inc. Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 206
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $164,029
- Avg per participant Above avg balance/head
Official DOL plan name: Garrison Forest School Tax Sheltered Annuity Savings Plan · Sponsored by Garrison Forest School, Inc. · Maryland · Educational Services
$34M in assets, 206 participants
Garrison Forest School, Inc.'s Garrison Forest School Tax Sheltered Annuity Savings Plan reported $34M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #2,489 in Educational Services (3,735 peers)
Coverage in Maryland
Garrison Forest School Tax Sheltered Annuity Savings Plan covers 206 participants in Maryland, about 22% of the average Maryland filer (state average ~929 per filing). Assets: $34M.
- #2,489
- in Educational Services (3,735 peers)
- +10.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$33,789,924 Top 19% higher than 81% 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
Garrison Forest School Tax Sheltered Annuity Savings 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. Garrison Forest School Tax Sheltered Annuity Savings Plan sits mid-pack in the medium band (206 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Garrison Forest School Tax Sheltered Annuity Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Garrison Forest School Tax Sheltered Annuity Savings Plan end-of-year assets rose from $31M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Garrison Forest School Tax Sheltered Annuity Savings Plan reported participants rose from 202 in the plan year 2022 filing to 206 in the plan year 2023 filing.
DOL schedule card
Filing strip 520591516 · Garrison Forest School, Inc. PY 2023 · Other
Garrison Forest School Tax Sheltered Annuity Savings Plan · $34M · 206 · 81st
- BOY $34M
- BOY 206
- BOY 81st
- BOY Other
- BOY near Meridian International Center Defined Contribution Retirement Plan
- BOY ind #2489
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
Maryland filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $3M |
| Employer EIN | 520591516 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING 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
| 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.
- Johns Hopkins University 403(b) Plan $7.8B · 25,369
- Medstar Health, Inc. Retirement Savings Plan $3.0B · 31,642
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B $2.7B · 9,305
- Howard Hughes Medical Institute Retirement Savings Plan $1.8B · 2,154
- Johns Hopkins Health System Corporation 403(b) Plan $1.4B · 17,639
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 Meridian International Center Defined Contribution Retirement Plan in DC ($34M); by covered participants it is Rfe/Rl, Inc. US Retirement Savings Plan in DC (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.
- Rfe/Rl, Inc. US Retirement Savings Plan (DC) 206 · 0 off
- American Library Association Retirement Plan (IL) 206 · 0 off
- 403b Thrift Plan for United Way for Southeastern Mi (MI) 206 · 0 off
- Mental Health Connecticut, Inc. Retirement Plan (CT) 206 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.