Other · DOL Form 5500 · 2022
The Chapin School Ltd. Retirement Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 220
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $380,670
- Avg per participant High balance/head
Official DOL plan name: The Chapin School Retirement and Savings Plan · Sponsored by The Chapin School Ltd. · New York · Educational Services
$84M in assets, 220 participants
The Chapin School Ltd.'s The Chapin School Retirement and Savings Plan reported $84M in total assets and 220 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,415 in Educational Services (4,024 peers)
Coverage in New York
The Chapin School Retirement and Savings Plan covers 220 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $84M.
- #3,415
- in Educational Services (4,024 peers)
- -15.4%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Chapin School Retirement and Savings Plan's outsized position by total assets
The Chapin School Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$83,747,369 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Chapin School Retirement and Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Chapin School Retirement and Savings Plan sits mid-pack in the medium band (220 participants).
Published 5500 schedule card
Filing strip 131635257 · The Chapin School Ltd. PY 2022 · Other
The Chapin School Retirement and Savings Plan · $84M · 220 · 92nd
- PART $84M
- PART 220
- PART 92nd
- PART Other
- PART near Rockhurst University Retirement Savings Plan
- PART ind #3415
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 York →
The Chapin School Retirement and Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | -$15M |
| Employer EIN | 131635257 |
| Plan Effective Date | 1985-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Chapin School Ltd.)
Sponsor-wide plan assets over time
All The Chapin School Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 28.607443178304504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $84M |
| 2023 | 1 | 235 | $97M |
| 2024 | 1 | 241 | $108M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
The Chapin School Retirement and Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Rockhurst University Retirement Savings Plan in MO ($84M); by covered participants it is Developmental Services Retirement Plan in TN (220 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- Rockhurst University Retirement Savings Plan (MO) $84M · 436
- Lakeside School Defined Contribution Retirement Plan (WA) $84M · 223
- Ticua 403(b) Defined Contribution Plan (TN) $84M · 720
- On Lok Retirement Savings Plan (CA) $84M · 1,027
Similar participant headcount
Nearest other-state filings by covered participants (220 participants); asset peers above are excluded.
- Developmental Services Retirement Plan (TN) 220 · 0 off
- Northfield Mount Hermon Retirement Savings and Investment Plan (MA) 220 · 0 off
- Upac 403b Plan (CA) 220 · 0 off
- Heidelberg University Defined Contribution Retirement Plan (OH) 220 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.