Other · DOL Form 5500 · 2022

Portledge School Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
228
Participants Below avg headcount
78th
Percentile by assets National rank
$94,319
Avg per participant Below avg balance/head
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Official DOL plan name: Portledge School Retirement Plan Ra · Sponsored by Portledge School · New York · Educational Services

$22M in assets, 228 participants

Portledge School's Portledge School Retirement Plan Ra reported $22M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,524 in Educational Services (4,024 peers)

Coverage in New York

Portledge School Retirement Plan Ra covers 228 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $22M.

#2,524
in Educational Services (4,024 peers)
-10.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Portledge School Retirement Plan Ra's outsized position by total assets

Portledge School Retirement Plan Ra vs every filed plan by assets

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

$21,504,693 Top 22% higher than 78% 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

Portledge School Retirement Plan Ra 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. Portledge School Retirement Plan Ra sits mid-pack in the medium band (228 participants).

Form 5500 schedule snapshot

Filing strip 116044973 · Portledge School PY 2022 · Other

Portledge School Retirement Plan Ra · $22M · 228 · 78th

  • SCH $22M
  • SCH 228
  • SCH 78th
  • SCH Other
  • SCH near Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan
  • SCH ind #2524

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 →

Portledge School Retirement Plan Ra in the asset neighbourhood

Sun Valley Community School, Inc. 403(b) PlanSun Valley Community School,…$22MRocky Mountain Human Services Retirement PlanRocky Mountain Human Service…$22MBraille Institute of America Inc Tax Sheltered 403(b) Savings PlanBraille Institute of America…$22MNew England Life Care, Inc. 403(b) Retirement PlanNew England Life Care, Inc. …$22MPortledge School Retirement Plan RaPortledge School Retirement …$22M
End-of-year total assets ($M) among Portledge School Retirement Plan Ra and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN116044973
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Portledge School)

Sponsor-wide plan assets over time

All Portledge School plans reported in each filing year

Latest sponsor-wide plan assets
$38M 23.95935954347153% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.8M $38.1M ▲ +24.0%
Year Plans Participants Total Assets
2022 2 389 $31M
2023 4 595 $44M
2024 1 123 $38M

Nearby Other Plans in New York

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

Portledge School Retirement Plan Ra vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Portledge School Retirement Plan Ra, Total assets ($B): 0.021504693 · Participants: 228Portledge School Retirement Plan RaNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Portledge School Retirement Plan Ra vs. nearby Other plans in New York, assets vs. participants
Compare Portledge School Retirement Plan Ra side-by-side with 3 peers →

Portledge School Retirement Plan Ra's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan in CA ($22M); by covered participants it is Emergycare 403(b) Plan in PA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Portledge School Retirement Plan Ra assets move in 2022? ▼
Portledge School Retirement Plan Ra pulled back noticeably - down 10.8% during 2022, from $24M to $22M. Reported net income was -$3M.
How have Portledge School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portledge School's sponsor-wide assets grew 24.0%, from $31M to $38M.
Where does Portledge School Retirement Plan Ra rank by assets among Form 5500 filers? ▼
Portledge School Retirement Plan Ra ranks in the 78th 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 Portledge School Retirement Plan Ra? ▼
Among Other plans in other states, the closest by assets is Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan in CA ($22M, 194 participants).
Which Other plans cover a similar participant headcount to Portledge School Retirement Plan Ra? ▼
Among Other plans in other states, the closest by covered participants is Emergycare 403(b) Plan in PA (228 participants, $7M 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 116044973.

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.