Other · DOL Form 5500 · 2023

Family Forum, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
108
Participants Small participant base
44th
Percentile by assets National rank
$45,657
Avg per participant Low balance/head
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Official DOL plan name: Family Forum, Inc. 403(b) Plan · Sponsored by Family Forum, Inc. · Wisconsin · Healthcare & Social Assistance

$5M in assets, 108 participants

Family Forum, Inc.'s Family Forum, Inc. 403(b) Plan reported $5M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,483 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Family Forum, Inc. 403(b) Plan covers 108 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#8,483
in Healthcare & Social Assistance (17,684 peers)
+9.5%
assets growth YoY

Family Forum, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Family Forum, Inc. 403(b) Plan vs every filed plan by assets

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

$4,930,903 44th percentile higher than 44% 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

Family Forum, Inc. 403(b) 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. Family Forum, Inc. 403(b) Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Forum, Inc. 403(b) Plan reported net income rose from -$748K in the plan year 2022 filing to $429K in the plan year 2023 filing.
  • Family Forum, Inc. 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Family Forum, Inc. 403(b) Plan reported participants rose from 103 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391354038 · Family Forum, Inc. PY 2023 · Other

Family Forum, Inc. 403(b) Plan · $5M · 108 · 44th

  • 5500 $5M
  • ASSETS 108
  • PCT 44th
  • EIN Other
  • RANK near Communities in Schools Retirement Plan
  • PHOTO ind #8483

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Family Forum, Inc. 403(b) Plan in the asset neighbourhood

403(b) Thrift Plan of Epic$5MFamily Forum, Inc. 403(b) PlanFamily Forum, Inc. 403(b) Pl…$5MCommunities in Schools Retirement PlanCommunities in Schools Retir…$5MMountain Laurel Medical Center 403(b) PlanMountain Laurel Medical Cent…$5MCentral Missouri Community Action Er 403(b) PlanCentral Missouri Community A…$5M
End-of-year total assets ($M) among Family Forum, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$429K
Employer EIN391354038
Plan Effective Date1991-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Forum, Inc.)

Sponsor-wide plan assets over time

All Family Forum, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 9.541347951574263% vs 2022
2023 filing year
$4.4M$4.6M$4.8M$5M 20222023 $4.5M $4.93M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 103 $5M
2023 1 108 $5M

Nearby Other Plans in Wisconsin

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

Family Forum, Inc. 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Family Forum, Inc. 403(b) Plan, Total assets ($B): 0.004930903 · Participants: 108Family Forum, Inc. 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.346022816 · Participants: 6591The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 1.876462966 · Participants: 15352Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.274399771 · Participants: 1636University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 0.898092237 · Participants: 5798Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.864665552 · Participants: 3157Marquette University Retirement Plan
Family Forum, Inc. 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare Family Forum, Inc. 403(b) Plan side-by-side with 3 peers →

Family Forum, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is Communities in Schools Retirement Plan in NC ($5M); by covered participants it is Buffalo Bill Historical Center Tda in WY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Family Forum, Inc. 403(b) Plan assets move in 2023? ▼
Family Forum, Inc. 403(b) Plan grew at a solid clip - up 9.5% during 2023, from $5M to $5M. Reported net income was $429K.
How have Family Forum, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Family Forum, Inc.'s sponsor-wide assets grew 9.5%, from $5M to $5M.
Which Other plans are similar in size to Family Forum, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Communities in Schools Retirement Plan in NC ($5M, 120 participants).
Which Other plans cover a similar participant headcount to Family Forum, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Buffalo Bill Historical Center Tda in WY (108 participants, $4M 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 391354038.

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.