Other · DOL Form 5500 · 2022
The Ross School Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $134,338
- Avg per participant Near avg balance/head
Official DOL plan name: The Ross School Tax Deferred Annuity Plan · Sponsored by The Ross School · New York · Educational Services
$6M in assets, 44 participants
The Ross School's The Ross School Tax Deferred Annuity Plan reported $6M in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #1,537 in Educational Services (4,024 peers)
The Ross School multi-year trail
The Ross School's plans moved +21.1% in assets from 2022 to 2024; this filing shows The Ross School Tax Deferred Annuity Plan at $6M / 44 participants.
- #1,537
- in Educational Services (4,024 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $875K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Ross School Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers
The Ross School Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,910,850 Top 46% higher than 54% 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
The Ross School Tax Deferred Annuity Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ross School Tax Deferred Annuity Plan is a small filing (44 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 010880911 · The Ross School PY 2022 · Other
The Ross School Tax Deferred Annuity Plan · $6M · 44 · 54th
- PHOTO $6M
- IND 44
- EOY 54th
- 5500 Other
- ASSETS near Planned Parenthood California Central Coast 403(b) Plan
- PCT ind #1537
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 →
The Ross School Tax Deferred Annuity Plan in the asset neighbourhood
The Ross School multi-year asset trail
Sponsor-wide plan assets over time
All The Ross School plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 21.066198283951294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 117 | $21M |
| 2023 | 2 | 111 | $23M |
| 2024 | 2 | 216 | $26M |
The Ross School filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$875K |
| Employer EIN | 010880911 |
| Plan Effective Date | 1996-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
The Ross School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Planned Parenthood California Central Coast 403(b) Plan in CA ($6M); by covered participants it is Princeton Child Development Institute, Inc. Defined Contribution Retirement Plan in NJ (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (44 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.