Other · DOL Form 5500 · 2023

The Forum School Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 20
Participants Small participant base: 35th
Percentile by assets National rank: $146,674
Avg per participant Above avg balance/head

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Official DOL plan name: Supplemental Retirement Plan · Sponsored by The Forum School · New Jersey · Educational Services

$3M in assets, 20 participants

The Forum School's Supplemental Retirement Plan reported $3M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#873 in Educational Services (3,735 peers)

The Forum School multi-year trail

The Forum School's plans moved +20.7% in assets from 2022 to 2024; this filing shows Supplemental Retirement Plan at $3M / 20 participants.

#873
in Educational Services (3,735 peers): +8.1%
assets growth YoY

Supplemental Retirement Plan's mid-pack asset rank among Educational Services and all filers

Supplemental Retirement Plan vs every filed plan by assets

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

$2,933,486 35th percentile higher than 35% 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

Supplemental Retirement 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. Supplemental Retirement Plan is a small filing (20 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Supplemental Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Supplemental Retirement Plan reported participants fell from 21 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 221585578 · The Forum School PY 2023 · Other

Supplemental Retirement Plan · $3M · 20 · 35th

PCT $3M
EIN 20
RANK 35th
PHOTO Other
IND near Trinity Christian Academy Defined Contribution Plan-
EOY ind #873

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 New Jersey →

End-of-year total assets ($M) among Supplemental Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Forum School multi-year asset trail

Latest sponsor-wide plan assets: $20M 20.720491048962522% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	58	$17M
2023	2	78	$19M
2024	2	81	$20M

The Forum School filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$219K
Employer EIN	221585578
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in New Jersey

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

Supplemental Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants

Princeton University Retirement Plan $2.1B · 8,456
Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
Princeton University Retirement Savings Plan $1.5B · 7,955
Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936

Compare Supplemental Retirement Plan side-by-side with 3 peers →

Supplemental Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Trinity Christian Academy Defined Contribution Plan- in TN ($3M); by covered participants it is Banesco USA Employees Savings and Investment Plan in PR (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Trinity Christian Academy Defined Contribution Plan- (TN) $3M · 105
403(b) Thrift Plan for Employees of Economic Improvement Council, Inc. (NC) $3M · 286
Excelsior Charter Group ERISA 403(b) Plan (CA) $3M · 84
Shcmhc 403(b) Plan (WV) $3M · 437

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

Banesco USA Employees Savings and Investment Plan (PR) 20 · 0 off
Buffalo Anesthesia Associates, P.C. Pension Trust Plan (NY) 20 · 0 off
Edith Wharton Restoration Tax Deferred Annuity Plan (MA) 20 · 0 off
Reach for Resources, Inc. (MN) 20 · 0 off

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 Supplemental Retirement Plan assets move in 2023? ▼

Supplemental Retirement Plan grew at a solid clip - up 8.1% during 2023, from $3M to $3M. Reported net income was $219K.

How have The Forum School plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Forum School's sponsor-wide assets grew 20.7%, from $17M to $20M.

Which Other plans are similar in size to Supplemental Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Trinity Christian Academy Defined Contribution Plan- in TN ($3M, 105 participants).

Which Other plans cover a similar participant headcount to Supplemental Retirement Plan? ▼

Among Other plans in other states, the closest by covered participants is Banesco USA Employees Savings and Investment Plan in PR (20 participants, $2M 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 221585578.