Other · DOL Form 5500 · 2022

Horace Mann School Retirement Plan

Data updated 2026-08-25

$203M
Total assets Near avg plan size
392
Participants Below avg headcount
96th
Percentile by assets National rank
$518,698
Avg per participant High balance/head
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Official DOL plan name: Horace Mann School Retirement and Savings Plan · Sponsored by Horace Mann School · New York · Educational Services

$203M in assets, 392 participants

Horace Mann School's Horace Mann School Retirement and Savings Plan reported $203M in total assets and 392 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,731 in Educational Services (4,024 peers)

Coverage in New York

Horace Mann School Retirement and Savings Plan covers 392 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $203M.

#3,731
in Educational Services (4,024 peers)
-10.8%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Horace Mann School Retirement and Savings Plan's outsized position by total assets

Horace Mann School Retirement and Savings Plan vs every filed plan by assets

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

$203,329,511 Top 4% higher than 96% 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

Horace Mann School Retirement and Savings 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. Horace Mann School Retirement and Savings Plan sits mid-pack in the medium band (392 participants).

DOL schedule card

Filing strip 131740455 · Horace Mann School PY 2022 · Other

Horace Mann School Retirement and Savings Plan · $203M · 392 · 96th

  • RANK $203M
  • PHOTO 392
  • IND 96th
  • EOY Other
  • 5500 near Brookings Savings and Retirement Plan
  • ASSETS ind #3731

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 →

Horace Mann School Retirement and Savings Plan in the asset neighbourhood

Milford Regional Medical Center Partnership PlanMilford Regional Medical Cen…$204MCalvin University 403(b) Retirement PlanCalvin University 403(b) Ret…$204MBrookings Savings and Retirement PlanBrookings Savings and Retire…$203MHorace Mann School Retirement and Savings PlanHorace Mann School Retiremen…$203MUniversity of Redlands Retirement PlanUniversity of Redlands Retir…$203M
End-of-year total assets ($M) among Horace Mann School Retirement and Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$228M
Net Assets (End of Year)$203M
Net Income-$25M
Employer EIN131740455
Plan Effective Date1945-06-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Horace Mann School)

Sponsor-wide plan assets over time

All Horace Mann School plans reported in each filing year

Latest sponsor-wide plan assets
$252M 24.051581966377718% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $203M $252M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 392 $203M
2023 1 397 $229M
2024 1 397 $252M

Nearby Other Plans in New York

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

Horace Mann School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Horace Mann School Retirement and Savings Plan, Total assets ($B): 0.203329511 · Participants: 392Horace Mann School Retirement and Savings PlanNorthwell 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
Horace Mann School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants

Horace Mann School Retirement and Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Brookings Savings and Retirement Plan in DC ($203M); by covered participants it is Harcum College Defined Contribution 403b Retirement Plan in PA (392 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($203M here).

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Horace Mann School Retirement and Savings Plan assets move in 2022? ▼
Horace Mann School Retirement and Savings Plan pulled back noticeably - down 10.8% during 2022, from $228M to $203M. Reported net income was -$25M.
How have Horace Mann School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horace Mann School's sponsor-wide assets grew 24.1%, from $203M to $252M.
Where does Horace Mann School Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Horace Mann School Retirement and Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Horace Mann School Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by assets is Brookings Savings and Retirement Plan in DC ($203M, 381 participants).
Which Other plans cover a similar participant headcount to Horace Mann School Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Harcum College Defined Contribution 403b Retirement Plan in PA (392 participants, $21M in assets).