Other · DOL Form 5500 · 2022
The Taft School Retirement Plan
Data updated 2026-08-25
- $106M
- Total assets Near avg plan size
- 245
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $432,077
- Avg per participant High balance/head
Official DOL plan name: The Taft School 403(b) Retirement Plan · Sponsored by The Taft School · Connecticut · Educational Services
$106M in assets, 245 participants
The Taft School's The Taft School 403(b) Retirement Plan reported $106M in total assets and 245 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,526 in Educational Services (4,024 peers)
Coverage in Connecticut
The Taft School 403(b) Retirement Plan covers 245 participants in Connecticut, about 34% of the average Connecticut filer (state average ~718 per filing). Assets: $106M.
- #3,526
- in Educational Services (4,024 peers)
- -11.7%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Taft School 403(b) Retirement Plan's outsized position by total assets
The Taft School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$105,858,947 Top 7% higher than 93% 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 Taft School 403(b) Retirement 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. The Taft School 403(b) Retirement Plan sits mid-pack in the medium band (245 participants).
DOL schedule card
Filing strip 060646921 · The Taft School PY 2022 · Other
The Taft School 403(b) Retirement Plan · $106M · 245 · 93rd
- PCT $106M
- EIN 245
- RANK 93rd
- PHOTO Other
- IND near Manhattanville College 403(b) Retirement Plan
- EOY ind #3526
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 Connecticut →
The Taft School 403(b) Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $120M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | -$14M |
| Employer EIN | 060646921 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Taft School)
Sponsor-wide plan assets over time
All The Taft School plans reported in each filing year
- Latest sponsor-wide plan assets
- $121M 14.213525097694388% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 245 | $106M |
| 2023 | 1 | 270 | $118M |
| 2024 | 1 | 290 | $121M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
The Taft School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Manhattanville College 403(b) Retirement Plan in NY ($106M); by covered participants it is New Hampshire Public Defender Office Retirement Plan in NH (245 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($106M here).
- Manhattanville College 403(b) Retirement Plan (NY) $106M · 269
- Saint Francis University Retirement Plan (PA) $105M · 491
- Drummond Company, Inc. Savings Plan for Salaried Employees (AL) $105M · 451
- St. Barnabas Hospital 403(b) Plan (NY) $105M · 2,837
Similar participant headcount
Nearest other-state filings by covered participants (245 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.