Other · DOL Form 5500 · 2022
Portledge School Retirement Plan
Data updated 2026-08-11
- $22M
- Total assets
- 228
- Participants
- 78th
- Percentile by assets
- $94,319
- Avg per participant
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.
- 78th percentile by assets (of 139,126 plans)
- #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.
- $22M
- total plan assets (2022 EOY)
- 228
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $94,319
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Portledge School Retirement Plan Ra reports 228 participants - about 29% of that state average ($22M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$3M |
| Employer EIN | 116044973 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Portledge School)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Portledge School Retirement Plan Ra by total assets, not by location.
Frequently Asked Questions
How did Portledge School Retirement Plan Ra assets move in 2022? ▼
How have Portledge School plan assets changed over time? ▼
Where does Portledge School Retirement Plan Ra rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Portledge School Retirement Plan Ra? ▼
Next read for Portledge School Retirement Plan Ra
Filing takeaways
Ways to act on Portledge School Retirement Plan Ra's numbers.
- By total assets, Portledge School Retirement Plan Ra ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Portledge School's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Educational Services plans