Other · DOL Form 5500 · 2022
Emma Willard School Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 145
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $298,844
- Avg per participant High balance/head
Official DOL plan name: Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Emma Willard School · New York · Educational Services
$43M in assets, 145 participants
Emma Willard School's Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan reported $43M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #3,035 in Educational Services (4,024 peers)
Coverage in New York
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $43M.
- #3,035
- in Educational Services (4,024 peers)
- -13.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,332,334 Top 13% higher than 87% 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
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement 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. Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (145 participants).
Plan-year Form 5500 strip
Filing strip 141338390 · Emma Willard School PY 2022 · Other
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan · $43M · 145 · 87th
- IND $43M
- EOY 145
- 5500 87th
- ASSETS Other
- PCT near Whitehead Institute for Biomedical Research 403b Plan
- EIN ind #3035
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 →
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$7M |
| Employer EIN | 141338390 |
| Plan Effective Date | 1937-05-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emma Willard School)
Sponsor-wide plan assets over time
All Emma Willard School plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 24.25269776606079% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $43M |
| 2023 | 1 | 154 | $49M |
| 2024 | 1 | 146 | $54M |
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
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Whitehead Institute for Biomedical Research 403b Plan in MA ($43M); by covered participants it is Community Health Partners, Inc. 403(b) Tax-Deferred Plan in MT (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Whitehead Institute for Biomedical Research 403b Plan (MA) $43M · 291
- Savannah Country Day School, Inc. Retirement Plan Tax Deferred (GA) $43M · 204
- 403(b) Thrift Plan for Employees of the Science Museum of Minnesota (MN) $43M · 202
- Alice Peck Day Memorial Hospital 403(b) Retirement Plan (NH) $43M · 557
Similar participant headcount
Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.
- Community Health Partners, Inc. 403(b) Tax-Deferred Plan (MT) 145 · 0 off
- Jasper Health Services, Inc. Retirement Plan (GA) 145 · 0 off
- Evangelical Christian School 403(b) Plan (FL) 145 · 0 off
- 403(b) Thrift Plan for Employees of Hamburger Home Dba Aviva Family and Children's Services (CA) 145 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.