Other · DOL Form 5500 · 2024
The Forum School Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $150,584
- Avg per participant Above avg balance/head
Official DOL plan name: Supplemental Retirement Plan · Sponsored by The Forum School · New Jersey · Educational Services
$3M in assets, 19 participants
The Forum School's Supplemental Retirement Plan reported $3M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #759 in Educational Services (3,638 peers)
The Forum School multi-year trail
The Forum School's plans moved +20.7% in assets from 2022 to 2024; this filing shows Supplemental Retirement Plan at $3M / 19 participants.
- #759
- in Educational Services (3,638 peers)
- -2.5%
- assets change YoY
The plan reported a net loss of $72K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Supplemental Retirement Plan among the smaller filed plans by assets
Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,861,088 33rd percentile higher than 33% 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
Supplemental Retirement 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. Supplemental Retirement Plan is a small filing (19 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Supplemental Retirement Plan reported net income fell from $219K in the plan year 2023 filing to -$72K in the plan year 2024 filing.
- Supplemental Retirement Plan reported participants fell from 20 in the plan year 2023 filing to 19 in the plan year 2024 filing.
- Supplemental Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 221585578 · The Forum School PY 2024 · Other
Supplemental Retirement Plan · $3M · 19 · 33rd
- PCT $3M
- EIN 19
- RANK 33rd
- PHOTO Other
- IND near The Corporate Source, Inc. Pr 401(k) Plan
- EOY ind #759
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 →
Supplemental 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 (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$72K |
| Employer EIN | 221585578 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
Supplemental Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is The Corporate Source, Inc. Pr 401(k) Plan in NY ($3M); by covered participants it is Florida Education Fund in FL (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Florida Education Fund (FL) 19 · 0 off
- Science Technology Corporation @ U N M Defined Contribution Plan (NM) 19 · 0 off
- Edith Wharton Restoration Tax Deferred Annuity Plan (MA) 19 · 0 off
- Special Olympics Missouri, Inc. (MO) 19 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.