Other · DOL Form 5500 · 2023

The Forman School, Inc. Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
112
Participants Small participant base
78th
Percentile by assets National rank
$242,981
Avg per participant Above avg balance/head
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Official DOL plan name: The Forman School, Inc. 403(b) Retirement Plan · Sponsored by The Forman School, Inc. · Connecticut · Educational Services

$27M in assets, 112 participants

The Forman School, Inc.'s The Forman School, Inc. 403(b) Retirement Plan reported $27M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,327 in Educational Services (3,735 peers)

Coverage in Connecticut

The Forman School, Inc. 403(b) Retirement Plan covers 112 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $27M.

#2,327
in Educational Services (3,735 peers)
+12.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Forman School, Inc. 403(b) Retirement Plan's outsized position by total assets

The Forman School, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$27,213,854 Top 22% higher than 78% 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

The Forman School, Inc. 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. The Forman School, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Forman School, Inc. 403(b) Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Forman School, Inc. 403(b) Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • The Forman School, Inc. 403(b) Retirement Plan reported participants rose from 101 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060646648 · The Forman School, Inc. PY 2023 · Other

The Forman School, Inc. 403(b) Retirement Plan · $27M · 112 · 78th

  • BOY $27M
  • SCH 112
  • EBSA 78th
  • PART Other
  • TYPE near 403(b) Thrift Plan of the Children's Institute of Pittsburgh
  • NET ind #2327

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 Connecticut →

The Forman School, Inc. 403(b) Retirement Plan in the asset neighbourhood

Calvert Hall College of Baltimore City 403(b) PlanCalvert Hall College of Balt…$27MRegenstrief Institute, Inc. Defined Contribution Retirement PlanRegenstrief Institute, Inc. …$27M403(b) Thrift Plan of the Children's Institute of Pittsburgh403(b) Thrift Plan of the Ch…$27MThe Forman School, Inc. 403(b) Retirement PlanThe Forman School, Inc. 403(…$27MFar Hills Country Day School Defined Contribution Retirement PlanFar Hills Country Day School…$27M
End-of-year total assets ($M) among The Forman School, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN060646648
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Forman School, Inc.)

Sponsor-wide plan assets over time

All The Forman School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 19.271776078431273% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24.2M $28.9M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 101 $24M
2023 1 112 $27M
2024 1 105 $29M

Nearby Other Plans in Connecticut

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

The Forman School, Inc. 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The Forman School, Inc. 403(b) Retirement Plan, Total assets ($B): 0.027213854 · Participants: 112The Forman School, Inc. 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
The Forman School, Inc. 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The Forman School, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

The Forman School, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is 403(b) Thrift Plan of the Children's Institute of Pittsburgh in PA ($27M); by covered participants it is Motivational Services in ME (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 The Forman School, Inc. 403(b) Retirement Plan assets move in 2023? ▼
The Forman School, Inc. 403(b) Retirement Plan grew at a solid clip - up 12.3% during 2023, from $24M to $27M. Reported net income was $3M.
How have The Forman School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Forman School, Inc.'s sponsor-wide assets grew 19.3%, from $24M to $29M.
Where does The Forman School, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
The Forman School, Inc. 403(b) Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Forman School, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of the Children's Institute of Pittsburgh in PA ($27M, 381 participants).
Which Other plans cover a similar participant headcount to The Forman School, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Motivational Services in ME (112 participants, N/A 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 060646648.

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.