Other · DOL Form 5500 · 2022
The Taft School Retirement Plan
Data updated 2026-08-11
- $106M
- Total assets
- 245
- Participants
- 93rd
- Percentile by assets
- $432,077
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $106M
- total plan assets (2022 EOY)
- 245
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $432,077
- avg assets per participant
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.
Where The Taft School 403(b) Retirement Plan sits 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
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Taft School 403(b) Retirement Plan reports 245 participants - about 34% of that state average ($106M EOY assets).
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)
| 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.
The Taft School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Taft School 403(b) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Taft School 403(b) Retirement Plan assets move in 2022? ▼
How have The Taft School plan assets changed over time? ▼
Where does The Taft School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Taft School 403(b) Retirement Plan? ▼
Next read for The Taft School 403(b) Retirement Plan
Filing takeaways
Ways to act on The Taft School 403(b) Retirement Plan's numbers.
- By total assets, The Taft School 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- The Taft School's sponsor-wide assets have grown 14.2% since 2022 across 3 plan years on file. More Educational Services plans