Other · DOL Form 5500 · 2022

Pomfret School Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
167
Participants Small participant base
85th
Percentile by assets National rank
$225,412
Avg per participant Above avg balance/head
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Official DOL plan name: Pomfret School 403(b) Retirement Plan · Sponsored by Pomfret School · Connecticut · Educational Services

$38M in assets, 167 participants

Pomfret School's Pomfret School 403(b) Retirement Plan reported $38M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,939 in Educational Services (4,024 peers)

Coverage in Connecticut

Pomfret School 403(b) Retirement Plan covers 167 participants in Connecticut, about 23% of the average Connecticut filer (state average ~718 per filing). Assets: $38M.

#2,939
in Educational Services (4,024 peers)
-15.0%
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.

Pomfret School 403(b) Retirement Plan's outsized position by total assets

Pomfret School 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$37,643,800 Top 15% higher than 85% of 139,123 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 2022

Pomfret School 403(b) 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. Pomfret School 403(b) Retirement Plan sits mid-pack in the medium band (167 participants).

Plan-year Form 5500 strip

Filing strip 060646784 · Pomfret School PY 2022 · Other

Pomfret School 403(b) Retirement Plan · $38M · 167 · 85th

  • 5500 $38M
  • ASSETS 167
  • PCT 85th
  • EIN Other
  • RANK near Iowa State University Foundation Defined Contribution Retirement Plan
  • PHOTO ind #2939

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 →

Pomfret School 403(b) Retirement Plan in the asset neighbourhood

Woods Services, Inc. 403(b) PlanWoods Services, Inc. 403(b) …$38MIowa State University Foundation Defined Contribution Retirement PlanIowa State University Founda…$38MPomfret School 403(b) Retirement PlanPomfret School 403(b) Retire…$38MRussell Sage Foundation DC Retirement PlanRussell Sage Foundation DC R…$38MMontgomery Bell Academy 403(b) Tax Sheltered Investment ProgramMontgomery Bell Academy 403(…$38M
End-of-year total assets ($M) among Pomfret School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$38M
Net Income-$7M
Employer EIN060646784
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pomfret School)

Sponsor-wide plan assets over time

All Pomfret School plans reported in each filing year

Latest sponsor-wide plan assets
$48M 28.33543372348169% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.6M $48.3M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 167 $38M
2023 1 160 $44M
2024 1 168 $48M

Nearby Other Plans in Connecticut

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

Pomfret School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Pomfret School 403(b) Retirement Plan, Total assets ($B): 0.0376438 · Participants: 167Pomfret School 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Pomfret School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Pomfret School 403(b) Retirement Plan side-by-side with 3 peers →

Pomfret School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Iowa State University Foundation Defined Contribution Retirement Plan in IA ($38M); by covered participants it is North, Inc. Employee Savings Plan in PA (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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.

Frequently Asked Questions

How did Pomfret School 403(b) Retirement Plan assets move in 2022? ▼
Pomfret School 403(b) Retirement Plan declined sharply - down 15.0% during 2022, from $44M to $38M. Reported net income was -$7M.
How have Pomfret School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pomfret School's sponsor-wide assets grew 28.3%, from $38M to $48M.
Where does Pomfret School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Pomfret School 403(b) Retirement Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Pomfret School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Iowa State University Foundation Defined Contribution Retirement Plan in IA ($38M, 155 participants).
Which Other plans cover a similar participant headcount to Pomfret School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is North, Inc. Employee Savings Plan in PA (167 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060646784.

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.