Other · DOL Form 5500 · 2023
Rex and Margaret Fortune School of Education Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 333
- Participants Below avg headcount
- 38th
- Percentile by assets National rank
- $10,485
- Avg per participant Low balance/head
Official DOL plan name: Fortune School of Education 403(b) Retirement Plan · Sponsored by Rex and Margaret Fortune School of Education · California · Educational Services
$3M in assets, 333 participants
Rex and Margaret Fortune School of Education's Fortune School of Education 403(b) Retirement Plan reported $3M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #932 in Educational Services (3,735 peers)
Rex and Margaret Fortune School of Education multi-year trail
Rex and Margaret Fortune School of Education's plans moved +40.0% in assets from 2022 to 2024; this filing shows Fortune School of Education 403(b) Retirement Plan at $3M / 333 participants.
- #932
- in Educational Services (3,735 peers)
- +20.3%
- assets growth YoY
Fortune School of Education 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Fortune School of Education 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,491,594 38th percentile higher than 38% 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
Fortune School of Education 403(b) 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. Fortune School of Education 403(b) Retirement Plan sits mid-pack in the medium band (333 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fortune School of Education 403(b) Retirement Plan reported participants rose from 272 in the plan year 2022 filing to 333 in the plan year 2023 filing.
- Fortune School of Education 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Fortune School of Education 403(b) Retirement Plan reported net income fell from $668K in the plan year 2022 filing to $588K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 943187528 · Rex and Margaret Fortune School of Education PY 2023 · Other
Fortune School of Education 403(b) Retirement Plan · $3M · 333 · 38th
- EOY $3M
- EOY 333
- EOY 38th
- EOY Other
- EOY near Harbor Country Day School 403(b) DC Plan
- EOY ind #932
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 California →
Fortune School of Education 403(b) Retirement Plan in the asset neighbourhood
Rex and Margaret Fortune School of Education multi-year asset trail
Sponsor-wide plan assets over time
All Rex and Margaret Fortune School of Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 40.037123490889456% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 272 | $3M |
| 2023 | 1 | 333 | $3M |
| 2024 | 1 | 320 | $4M |
Rex and Margaret Fortune School of Education filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $588K |
| Employer EIN | 943187528 |
| Plan Effective Date | 2014-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Fortune School of Education 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Harbor Country Day School 403(b) DC Plan in NY ($3M); by covered participants it is Big Sandy Health Care, Inc Tax Deferred Annuity Plan in KY (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (333 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.