Other · DOL Form 5500 · 2022

Calhoun School Retirement Plan

Data updated 2026-08-11

$55M
Total assets
174
Participants
89th
Percentile by assets
$318,583
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Calhoun School 403(b) DC Plan · Sponsored by Calhoun School · New York · Educational Services

$55M in assets, 174 participants

Calhoun School's Calhoun School 403(b) DC Plan reported $55M in total assets and 174 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #3,193 in Educational Services (4,024 peers)

Coverage in New York

Calhoun School 403(b) DC Plan covers 174 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $55M.

$55M
total plan assets (2022 EOY)
174
covered participants
89th
percentile by assets (of 139,126 plans)
$318,583
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Calhoun School 403(b) DC Plan sits by total assets

Calhoun School 403(b) DC Plan vs every filed plan by assets

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

$55,433,430 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Educational Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Calhoun School 403(b) DC Plan reports 174 participants - about 22% of that state average ($55M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$55M
Net Income-$7M
Employer EIN131623919
Plan Effective Date1970-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calhoun School)

$50M$55M$60M$65M$70M$75M 202220232024 $55.4M $69M ▲ +24.4%
Total plan assets by year, all Calhoun School plans on file
Year Plans Participants Total Assets
2022 1 174 $55M
2023 1 195 $64M
2024 1 179 $69M

Nearby Other Plans in New York

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

Calhoun School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Calhoun School 403(b…, Total assets ($B): 0.05543343 · Participants: 174Calhoun School 403(b…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
Calhoun School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare Calhoun School 403(b) DC Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Calhoun School 403(b) DC Plan by total assets, not by location.

Frequently Asked Questions

How did Calhoun School 403(b) DC Plan assets move in 2022? ▼
Calhoun School 403(b) DC Plan pulled back noticeably - down 11.8% during 2022, from $63M to $55M. Reported net income was -$7M.
How have Calhoun School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calhoun School's sponsor-wide assets grew 24.4%, from $55M to $69M.
Where does Calhoun School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Calhoun School 403(b) DC Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Calhoun School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Northwestern Medical Center, Inc. 403(b) Plan in VT ($55M, 796 participants).

Next read for Calhoun School 403(b) DC Plan

Filing takeaways

Ways to act on Calhoun School 403(b) DC Plan's numbers.

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) - original filing retrieval by EIN 131623919.

Read our methodology - how this data is sourced, computed, and verified.

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