Other · DOL Form 5500 · 2024

The Forum School Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
62
Participants Small participant base
67th
Percentile by assets National rank
$279,751
Avg per participant High balance/head
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Official DOL plan name: Forum School Defined Contribution Retirement Plan · Sponsored by The Forum School · New Jersey · Educational Services

$17M in assets, 62 participants

The Forum School's Forum School Defined Contribution Retirement Plan reported $17M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,829 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 Forum School Defined Contribution Retirement Plan at $17M / 62 participants.

#1,829
in Educational Services (3,638 peers)
+9.7%
assets growth YoY

Forum School Defined Contribution Retirement Plan's outsized position by total assets

Forum School Defined Contribution Retirement Plan vs every filed plan by assets

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

$17,344,573 Top 33% higher than 67% 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

Forum School Defined Contribution 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. Forum School Defined Contribution Retirement Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Forum School Defined Contribution Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Forum School Defined Contribution Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Forum School Defined Contribution Retirement Plan reported participants rose from 58 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 221585578 · The Forum School PY 2024 · Other

Forum School Defined Contribution Retirement Plan · $17M · 62 · 67th

  • SCH $17M
  • SCH 62
  • SCH 67th
  • SCH Other
  • SCH near Advance Care Alliance of New York Inc. 403(b) Plan
  • SCH ind #1829

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 →

Forum School Defined Contribution Retirement Plan in the asset neighbourhood

Mayfield Senior School 403 (B) PlanMayfield Senior School 403 (…$17MSouth Peninsula Hospital 403(b) Plan for Non-Union EmployeesSouth Peninsula Hospital 403…$17MForum School Defined Contribution Retirement PlanForum School Defined Contrib…$17MAdvance Care Alliance of New York Inc. 403(b) PlanAdvance Care Alliance of New…$17MKnoxville Hospital and Clinics Tax Sheltered Annuity PlanKnoxville Hospital and Clini…$17M
End-of-year total assets ($M) among Forum School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

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
$16M$18M$20M$22M 202220232024 $16.7M $20.2M ▲ +20.7%
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)$16M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN221585578
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

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

Forum School Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Forum School Defined Contribution Retirement Plan, Total assets ($B): 0.017344573 · Participants: 62Forum School Defined Contribution Retirement PlanConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.804837689 · Participants: 16823Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.735336458 · Participants: 8763Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.498394819 · Participants: 28403Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.297256025 · Participants: 21490Atlantic Health System 403(b) Retirement Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.982278507 · Participants: 3501Educational Testing Service 403(b) Retirement Savings Plan
Forum School Defined Contribution Retirement Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Forum School Defined Contribution Retirement Plan side-by-side with 3 peers →

Forum School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is Advance Care Alliance of New York Inc. 403(b) Plan in NY ($17M); by covered participants it is Kaboom! Inc. 403(b) Retirement Plan in MD (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Forum School Defined Contribution Retirement Plan assets move in 2024? ▼
Forum School Defined Contribution Retirement Plan grew at a solid clip - up 9.7% during 2024, from $16M to $17M. Reported net income was $2M.
How have The Forum School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Forum School's sponsor-wide assets grew 20.7%, from $17M to $20M.
Which Other plans are similar in size to Forum School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Advance Care Alliance of New York Inc. 403(b) Plan in NY ($17M, 975 participants).
Which Other plans cover a similar participant headcount to Forum School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kaboom! Inc. 403(b) Retirement Plan in MD (62 participants, $12M 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 221585578.

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.