Other · DOL Form 5500 · 2022

Calhoun School Retirement Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
174
Participants Small participant base
89th
Percentile by assets National rank
$318,583
Avg per participant High balance/head
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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.

  • #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.

#3,193
in Educational Services (4,024 peers)
-11.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Calhoun School 403(b) DC Plan's outsized position 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 $2,050,000,000 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

Calhoun School 403(b) DC 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. Calhoun School 403(b) DC Plan sits mid-pack in the medium band (174 participants).

Plan-year Form 5500 strip

Filing strip 131623919 · Calhoun School PY 2022 · Other

Calhoun School 403(b) DC Plan · $55M · 174 · 89th

  • VS-ST $55M
  • VS-ST 174
  • VS-ST 89th
  • VS-ST Other
  • VS-ST near Northwestern Medical Center, Inc. 403(b) Plan
  • VS-ST ind #3193

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 →

Calhoun School 403(b) DC Plan in the asset neighbourhood

Lee University Defined Contribution Retirement PlaLee University Defined Contr…$56MNorthwestern Medical Center, Inc. 403(b) PlanNorthwestern Medical Center,…$55MSan Francisco Museum of Modern Art Retirement PlanSan Francisco Museum of Mode…$55MFroedtert Memorial Lutheran Hospital/Froedtert Health 403(b) Thrift PlanFroedtert Memorial Lutheran …$55MCalhoun School 403(b) DC Plan$55M
End-of-year total assets ($M) among Calhoun School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Calhoun School plans reported in each filing year

Latest sponsor-wide plan assets
$69M 24.441253229323895% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.4M $69M ▲ +24.4%
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 ($B) Participants Calhoun School 403(b) DC Plan, Total assets ($B): 0.05543343 · Participants: 174Calhoun School 403(b) DC 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
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 →

Calhoun School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Northwestern Medical Center, Inc. 403(b) Plan in VT ($55M); by covered participants it is Mountain Family Health Centers 403b Plan in CO (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 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).
Which Other plans cover a similar participant headcount to Calhoun School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Mountain Family Health Centers 403b Plan in CO (174 participants, $5M in assets).

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.