Other · DOL Form 5500 · 2022
Miss Porters School, Inc. Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 177
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $259,745
- Avg per participant Above avg balance/head
Official DOL plan name: Miss Porter's School 403(b) Retirement Plan · Sponsored by Miss Porters School, Inc. · Connecticut · Educational Services
$46M in assets, 177 participants
Miss Porters School, Inc.'s Miss Porter's School 403(b) Retirement Plan reported $46M in total assets and 177 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.
- #3,076 in Educational Services (4,024 peers)
Coverage in Connecticut
Miss Porter's School 403(b) Retirement Plan covers 177 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $46M.
- #3,076
- in Educational Services (4,024 peers)
- -14.4%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Miss Porter's School 403(b) Retirement Plan's outsized position by total assets
Miss Porter's School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$45,974,884 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
Miss Porter's 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. Miss Porter's School 403(b) Retirement Plan sits mid-pack in the medium band (177 participants).
EBSA filing schedule strip
Filing strip 060646786 · Miss Porters School, Inc. PY 2022 · Other
Miss Porter's School 403(b) Retirement Plan · $46M · 177 · 87th
- EBSA $46M
- EBSA 177
- EBSA 87th
- EBSA Other
- EBSA near Oklahoma Medical Research Foundation Supplemental Retirement Plan
- EBSA ind #3076
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 →
Miss Porter's School 403(b) Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$8M |
| Employer EIN | 060646786 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Miss Porters School, Inc.)
Sponsor-wide plan assets over time
All Miss Porters School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 25.78045873916724% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $46M |
| 2023 | 1 | 181 | $54M |
| 2024 | 1 | 198 | $58M |
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
Miss Porter's School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Oklahoma Medical Research Foundation Supplemental Retirement Plan in OK ($46M); by covered participants it is Clara Martin Center 403(b) Plan in VT (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Oklahoma Medical Research Foundation Supplemental Retirement Plan (OK) $46M · 312
- Robert Louis Stevenson School Defined Contribution Retirement Plan (CA) $46M · 152
- 403(b) Thrift Plan for Employees of Legal Aid Society of Suffolk County, Incorporated (NY) $46M · 159
- The American National Standards Institute Tax Deferred Annuity Plan (NY) $46M · 201
Similar participant headcount
Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.
- Clara Martin Center 403(b) Plan (VT) 177 · 0 off
- Marine Biological Laboratory Tax Deferred Annuity (MA) 177 · 0 off
- The Campagna Center 403(b) (VA) 177 · 0 off
- Brewster Academy Retirement Plan (NH) 177 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.