Other · DOL Form 5500 · 2024

Garrison Forest School, Inc. Retirement Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
208
Participants Below avg headcount
80th
Percentile by assets National rank
$177,758
Avg per participant Above avg balance/head
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Official DOL plan name: Garrison Forest School Tax Sheltered Annuity Savings Plan · Sponsored by Garrison Forest School, Inc. · Maryland · Educational Services

$37M in assets, 208 participants

Garrison Forest School, Inc.'s Garrison Forest School Tax Sheltered Annuity Savings Plan reported $37M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,412 in Educational Services (3,638 peers)

Coverage in Maryland

Garrison Forest School Tax Sheltered Annuity Savings Plan covers 208 participants in Maryland, about 22% of the average Maryland filer (state average ~929 per filing). Assets: $37M.

#2,412
in Educational Services (3,638 peers)
+9.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Garrison Forest School Tax Sheltered Annuity Savings Plan's outsized position by total assets

Garrison Forest School Tax Sheltered Annuity Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$36,973,718 Top 20% higher than 80% of 123,620 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 2024

Garrison Forest School Tax Sheltered Annuity Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Garrison Forest School Tax Sheltered Annuity Savings Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Garrison Forest School Tax Sheltered Annuity Savings Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Garrison Forest School Tax Sheltered Annuity Savings Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 520591516 · Garrison Forest School, Inc. PY 2024 · Other

Garrison Forest School Tax Sheltered Annuity Savings Plan · $37M · 208 · 80th

  • IND $37M
  • EOY 208
  • 5500 80th
  • ASSETS Other
  • PCT near Salisbury School DC Retirement Plan
  • EIN ind #2412

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 Maryland →

Garrison Forest School Tax Sheltered Annuity Savings Plan in the asset neighbourhood

Tiaa-Cref Tax Deferred Annuity for All Employees OTiaa-Cref Tax Deferred Annui…$37MGarrison Forest School Tax Sheltered Annuity Savings PlanGarrison Forest School Tax S…$37MSalisbury School DC Retirement PlanSalisbury School DC Retireme…$37MBoston Higashi School Retirement Savings PlanBoston Higashi School Retire…$37MThe Musical Arts Association 403(b) Retirement PlanThe Musical Arts Association…$37M
End-of-year total assets ($M) among Garrison Forest School Tax Sheltered Annuity Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN520591516
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Garrison Forest School, Inc.)

Sponsor-wide plan assets over time

All Garrison Forest School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.33220716707529% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.7M $37M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 202 $31M
2023 1 206 $34M
2024 1 208 $37M

Nearby Other Plans in Maryland

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

Garrison Forest School Tax Sheltered Annuity Savings Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Garrison Forest School Tax Sheltered Annuity Savings Plan, Total assets ($B): 0.036973718 · Participants: 208Garrison Forest School Tax Sheltered Annuity Savings PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 8.794780748 · Participants: 25833Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 3.45522718 · Participants: 32983Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.989165017 · Participants: 9501The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.966847116 · Participants: 2666Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.67790317 · Participants: 18810Johns Hopkins Health System Corporation 403(b) Plan
Garrison Forest School Tax Sheltered Annuity Savings Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Garrison Forest School Tax Sheltered Annuity Savings Plan side-by-side with 3 peers →

Garrison Forest School Tax Sheltered Annuity Savings Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Salisbury School DC Retirement Plan in CT ($37M); by covered participants it is Oregon Public Broadcasting Defined Contribution Retirement Plan in OR (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Garrison Forest School Tax Sheltered Annuity Savings Plan assets move in 2024? ▼
Garrison Forest School Tax Sheltered Annuity Savings Plan grew at a solid clip - up 9.4% during 2024, from $34M to $37M. Reported net income was $3M.
How have Garrison Forest School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Garrison Forest School, Inc.'s sponsor-wide assets grew 20.3%, from $31M to $37M.
Where does Garrison Forest School Tax Sheltered Annuity Savings Plan rank by assets among Form 5500 filers? ▼
Garrison Forest School Tax Sheltered Annuity Savings Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Garrison Forest School Tax Sheltered Annuity Savings Plan? ▼
Among Other plans in other states, the closest by assets is Salisbury School DC Retirement Plan in CT ($37M, 183 participants).
Which Other plans cover a similar participant headcount to Garrison Forest School Tax Sheltered Annuity Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Oregon Public Broadcasting Defined Contribution Retirement Plan in OR (208 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520591516.

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.