Other · DOL Form 5500 · 2023
The Forum for Youth Investment Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 51
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $136,300
- Avg per participant Near avg balance/head
Official DOL plan name: The Forum for Youth Investment 403(b) DC Plan · Sponsored by The Forum for Youth Investment · District of Columbia · Other Services
$7M in assets, 51 participants
The Forum for Youth Investment's The Forum for Youth Investment 403(b) DC Plan reported $7M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #5,570 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, The Forum for Youth Investment 403(b) DC Plan ranks #5,570 of 7,857 2023 filers by assets (289% of the sector average)-$7M for 51 participants.
- #5,570
- in Other Services (7,857 peers)
- +12.4%
- assets growth YoY
The Forum for Youth Investment 403(b) DC Plan's mid-pack asset rank among Other Services and all filers
The Forum for Youth Investment 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,951,301 Top 49% higher than 51% 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 Forum for Youth Investment 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Forum for Youth Investment 403(b) DC Plan is a small filing (51 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 522242472 · The Forum for Youth Investment PY 2023 · Other
The Forum for Youth Investment 403(b) DC Plan · $7M · 51 · 51st
- TYPE $7M
- TYPE 51
- TYPE 51st
- TYPE Other
- TYPE near Roland Park Place Retirement Plan
- TYPE ind #5570
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 Other Services retirement plans → · Plans in District of Columbia →
The Forum for Youth Investment 403(b) DC Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $768K |
| Employer EIN | 522242472 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Forum for Youth Investment)
Sponsor-wide plan assets over time
All The Forum for Youth Investment plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 2.7484063774536596% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 51 | $7M |
| 2024 | 1 | 56 | $7M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
The Forum for Youth Investment 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Roland Park Place Retirement Plan in MD ($7M); by covered participants it is Institute for the Future DC Plan in CA (51 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (51 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.