Other · DOL Form 5500 · 2024

The Forman School, Inc. Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
105
Participants Small participant base
77th
Percentile by assets National rank
$275,284
Avg per participant High balance/head
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Official DOL plan name: The Forman School, Inc. 403(b) Retirement Plan · Sponsored by The Forman School, Inc. · Connecticut · Educational Services

$29M in assets, 105 participants

The Forman School, Inc.'s The Forman School, Inc. 403(b) Retirement Plan reported $29M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,223 in Educational Services (3,638 peers)

Coverage in Connecticut

The Forman School, Inc. 403(b) Retirement Plan covers 105 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $29M.

#2,223
in Educational Services (3,638 peers)
+6.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Forman School, Inc. 403(b) Retirement Plan's outsized position by total assets

The Forman School, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$28,904,816 Top 23% higher than 77% 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

The Forman School, Inc. 403(b) Retirement 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. The Forman School, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Forman School, Inc. 403(b) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Forman School, Inc. 403(b) Retirement Plan reported participants fell from 112 in the plan year 2023 filing to 105 in the plan year 2024 filing.
  • The Forman School, Inc. 403(b) Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060646648 · The Forman School, Inc. PY 2024 · Other

The Forman School, Inc. 403(b) Retirement Plan · $29M · 105 · 77th

  • 5500 $29M
  • ASSETS 105
  • PCT 77th
  • EIN Other
  • RANK near Lifecenter Northwest 403(b) Retirement Plan
  • PHOTO ind #2223

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 Connecticut →

The Forman School, Inc. 403(b) Retirement Plan in the asset neighbourhood

The Learning Center for the Deaf 403(b) PlanThe Learning Center for the …$29MHospice of Wake County, Inc. Retirement Savings PlanHospice of Wake County, Inc.…$29MLifecenter Northwest 403(b) Retirement PlanLifecenter Northwest 403(b) …$29MChildnet, Inc. 403(b) Plan$29MThe Forman School, Inc. 403(b) Retirement PlanThe Forman School, Inc. 403(…$29M
End-of-year total assets ($M) among The Forman School, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN060646648
Plan Effective Date1968-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Forman School, Inc.)

Sponsor-wide plan assets over time

All The Forman School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 19.271776078431273% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24.2M $28.9M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 101 $24M
2023 1 112 $27M
2024 1 105 $29M

Nearby Other Plans in Connecticut

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

The Forman School, Inc. 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants The Forman School, Inc. 403(b) Retirement Plan, Total assets ($B): 0.028904816 · Participants: 105The Forman School, Inc. 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
The Forman School, Inc. 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The Forman School, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

The Forman School, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Lifecenter Northwest 403(b) Retirement Plan in WA ($29M); by covered participants it is Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. in CA (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 The Forman School, Inc. 403(b) Retirement Plan assets move in 2024? ▼
The Forman School, Inc. 403(b) Retirement Plan grew at a solid clip - up 6.2% during 2024, from $27M to $29M. Reported net income was $2M.
How have The Forman School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Forman School, Inc.'s sponsor-wide assets grew 19.3%, from $24M to $29M.
Where does The Forman School, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
The Forman School, Inc. 403(b) Retirement Plan ranks in the 77th 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 The Forman School, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lifecenter Northwest 403(b) Retirement Plan in WA ($29M, 274 participants).
Which Other plans cover a similar participant headcount to The Forman School, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc. in CA (105 participants, $15M 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 060646648.

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.