Other · DOL Form 5500 · 2022
Rumsey Hall School Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $140,194
- Avg per participant Near avg balance/head
Official DOL plan name: Rumsey Hall School 403(b) DC Plan · Sponsored by Rumsey Hall School · Connecticut · Educational Services
$15M in assets, 108 participants
Rumsey Hall School's Rumsey Hall School 403(b) DC Plan reported $15M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,226 in Educational Services (4,024 peers)
Coverage in Connecticut
Rumsey Hall School 403(b) DC Plan covers 108 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $15M.
- #2,226
- in Educational Services (4,024 peers)
- -7.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rumsey Hall School 403(b) DC Plan's outsized position by total assets
Rumsey Hall School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,140,937 Top 27% higher than 73% 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
Rumsey Hall School 403(b) DC 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. Rumsey Hall School 403(b) DC Plan sits mid-pack in the medium band (108 participants).
Published 5500 schedule card
Filing strip 060692379 · Rumsey Hall School PY 2022 · Other
Rumsey Hall School 403(b) DC Plan · $15M · 108 · 73rd
- VS-ST $15M
- BOY 108
- SCH 73rd
- EBSA Other
- PART near 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc.
- TYPE ind #2226
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 →
Rumsey Hall School 403(b) DC Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$1M |
| Employer EIN | 060692379 |
| Plan Effective Date | 1981-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rumsey Hall School)
Sponsor-wide plan assets over time
All Rumsey Hall School plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 31.273275887747236% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $15M |
| 2023 | 1 | 104 | $17M |
| 2024 | 1 | 134 | $20M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Rumsey Hall School 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc. in OK ($15M); by covered participants it is Suny Cobleskill Auxiliary Services, Inc. 403(b) Retirement Plan in NY (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.