Other · DOL Form 5500 · 2024

Garrison Forest School, Inc. Retirement Plan

Data updated 2026-08-11

$37M
Total assets
208
Participants
80th
Percentile by assets
$177,758
Avg per participant
PlainRetire home → About this data

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.

  • 80th percentile by assets (of 123,622 plans)
  • #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.

$37M
total plan assets (2024 EOY)
208
covered participants
80th
percentile by assets (of 123,622 plans)
$177,758
avg assets per participant

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 →

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. Garrison Forest School Tax Sheltered Annuity Savings Plan reports 208 participants - about 22% of that state average ($37M EOY assets).

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.)

$30M$32M$34M$36M$38M 202220232024 $30.7M $37M ▲ +20.3%
Total plan assets by year, all Garrison Forest School, Inc. plans on file
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

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 Scho…Johns Hopkins Univer…Medstar Health, Inc.…The Johns Hopkins Un…Howard Hughes Medica…Johns Hopkins Health…
Garrison Forest School Tax Sheltered Annuity Savings Plan vs. nearby Other plans in Maryland, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Garrison Forest School Tax Sheltered Annuity Savings Plan by total assets, not by location.

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).

Next read for Garrison Forest School Tax Sheltered Ann…

Filing takeaways

Ways to act on Garrison Forest School Tax Sheltered Annuity Savings Plan's numbers.

  • By total assets, Garrison Forest School Tax Sheltered Annuity Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Maryland. Compare plans
  • Garrison Forest School, Inc.'s sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Educational Services plans