Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

The Ross School Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by The Ross School Β· New York Β· Educational Services

What the 2023 filing shows

The Ross School Defined Contribution Retirement Plan holds $15M for 73 participants - about $210,053 per participant, down 14.6% over the 2022 plan year.

$15M
total plan assets (2022 EOY)
73
covered participants
$210,053
avg assets per participant
-14.6%
assets change YoY

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

Total Assets (2023)
$15M
Participants
73
State
Industry
Educational Services

What the Filing Says About The Ross School Defined Contribution Retirement Plan

The Ross School Defined Contribution Retirement Plan is a Profit Sharing retirement plan sponsored by The Ross School, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 73 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 010880911, and the plan has been effective since 1996-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $15M at year-end β€” a decline of 14.6%. Net assets (after liabilities) closed the year at $15M, with reported net income of $-2,627,861 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$-2,627,861
Plan TypeProfit Sharing
Employer EIN010880911
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ross School)

Year Plans Participants Total Assets
2022 2 117 $21M
2023 2 111 $23M
2024 2 216 $26M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the The Ross School Defined Contribution Retirement Plan?
As of the 2022 Form 5500 filing, The Ross School Defined Contribution Retirement Plan holds $15M in total assets with 73 participants. It is sponsored by The Ross School.
What type of plan is The Ross School Defined Contribution Retirement Plan?
The Ross School Defined Contribution Retirement Plan is a Profit Sharing plan. It has been effective since 1996-09-01. The plan is filed with the U.S. Department of Labor under EIN 010880911.
Who sponsors the The Ross School Defined Contribution Retirement Plan?
The Ross School Defined Contribution Retirement Plan is sponsored by The Ross School, located in New York. The sponsor's EIN is 010880911 and the plan operates in the Educational Services industry.
How did The Ross School Defined Contribution Retirement Plan perform in 2022?
The Ross School Defined Contribution Retirement Plan declined by 14.6% during 2022, moving from $18M to $15M in total assets. Net income was $-2,627,861.
Where can I find official filings for The Ross School Defined Contribution Retirement Plan?
Official Form 5500 filings for The Ross School Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 010880911 or plan name at efast.dol.gov.
How does The Ross School Defined Contribution Retirement Plan compare to other plans?
You can compare The Ross School Defined Contribution Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 010880911.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.