Other · DOL Form 5500 · 2023
The Forum School Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 58
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $272,719
- Avg per participant High balance/head
Official DOL plan name: Forum School Defined Contribution Retirement Plan · Sponsored by The Forum School · New Jersey · Educational Services
$16M in assets, 58 participants
The Forum School's Forum School Defined Contribution Retirement Plan reported $16M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #1,894 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 Forum School Defined Contribution Retirement Plan at $16M / 58 participants.
- #1,894
- in Educational Services (3,735 peers)
- +12.8%
- assets growth YoY
Forum School Defined Contribution Retirement Plan's outsized position by total assets
Forum School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,817,730 Top 32% higher than 68% 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
Forum School Defined Contribution 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. Forum School Defined Contribution Retirement Plan is a small filing (58 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Forum School Defined Contribution Retirement Plan reported participants rose from 37 in the plan year 2022 filing to 58 in the plan year 2023 filing.
- Forum School Defined Contribution Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Forum School Defined Contribution Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 221585578 · The Forum School PY 2023 · Other
Forum School Defined Contribution Retirement Plan · $16M · 58 · 68th
- SCH $16M
- SCH 58
- SCH 68th
- SCH Other
- SCH near Lincoln Community Health Center, Inc. Internal Revenue Code Section 403(b)
- SCH ind #1894
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 →
Forum School Defined Contribution Retirement Plan in the asset neighbourhood
The Forum School multi-year asset trail
Sponsor-wide plan assets over time
All The Forum School plans reported in each filing year
- 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) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 221585578 |
| Plan Effective Date | 1991-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Forum School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Lincoln Community Health Center, Inc. Internal Revenue Code Section 403(b) in NC ($16M); by covered participants it is Aao-Hnsf 403(b) Plan in VA (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (58 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.