Other · DOL Form 5500 · 2024
The Forum for Youth Investment Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $127,542
- Avg per participant Near avg balance/head
Official DOL plan name: The Forum for Youth Investment 403(b) DC Plan · Sponsored by The Forum for Youth Investment · District of Columbia · Other Services
$7M in assets, 56 participants
The Forum for Youth Investment's The Forum for Youth Investment 403(b) DC Plan reported $7M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #5,336 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, The Forum for Youth Investment 403(b) DC Plan ranks #5,336 of 7,719 2024 filers by assets (281% of the sector average)-$7M for 56 participants.
- #5,336
- in Other Services (7,719 peers)
- +2.7%
- assets growth YoY
The Forum for Youth Investment 403(b) DC Plan's mid-pack asset rank among Other Services and all filers
The Forum for Youth Investment 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,142,351 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Forum for Youth Investment 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Forum for Youth Investment 403(b) DC Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Forum for Youth Investment 403(b) DC Plan reported net income fell from $768K in the plan year 2023 filing to $191K in the plan year 2024 filing.
- The Forum for Youth Investment 403(b) DC Plan reported participants rose from 51 in the plan year 2023 filing to 56 in the plan year 2024 filing.
- The Forum for Youth Investment 403(b) DC Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 522242472 · The Forum for Youth Investment PY 2024 · Other
The Forum for Youth Investment 403(b) DC Plan · $7M · 56 · 49th
- NET $7M
- NET 56
- NET 49th
- NET Other
- NET near Mental Health Connecticut, Inc. Retirement Plan
- NET ind #5336
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 Other Services retirement plans → · Plans in District of Columbia →
The Forum for Youth Investment 403(b) DC Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $191K |
| Employer EIN | 522242472 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Forum for Youth Investment)
Sponsor-wide plan assets over time
All The Forum for Youth Investment plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 2.7484063774536596% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 51 | $7M |
| 2024 | 1 | 56 | $7M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
The Forum for Youth Investment 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Mental Health Connecticut, Inc. Retirement Plan in CT ($7M); by covered participants it is Chdfs Inc. 403(b) Plan in NY (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 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.