Other · DOL Form 5500 · 2022
The Dalton Schools, Inc. Retirement Plan
Data updated 2026-08-11
- $205M
- Total assets
- 300
- Participants
- 96th
- Percentile by assets
- $683,554
- Avg per participant
Official DOL plan name: The Dalton Schools, Inc. Retirement and Savings Plan · Sponsored by The Dalton Schools, Inc. · New York · Educational Services
$205M in assets, 300 participants
The Dalton Schools, Inc.'s The Dalton Schools, Inc. Retirement and Savings Plan reported $205M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #3,734 in Educational Services (4,024 peers)
Coverage in New York
The Dalton Schools, Inc. Retirement and Savings Plan covers 300 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $205M.
- $205M
- total plan assets (2022 EOY)
- 300
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $683,554
- avg assets per participant
The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The Dalton Schools, Inc. Retirement and Savings Plan reports 300 participants - about 38% of that state average ($205M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $234M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | -$29M |
| Employer EIN | 132751872 |
| Plan Effective Date | 1967-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Dalton Schools, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 300 | $205M |
| 2023 | 1 | 364 | $235M |
| 2024 | 1 | 374 | $261M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
The Dalton Schools, Inc. Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Dalton Schools, Inc. Retirement and Savings Plan by total assets, not by location.
- Public Health Institute 403(b) Retirement Plan (CA) $205M · 1,040
- Reed College Retirement Plan (OR) $205M · 537
- Wheaton College Retirement Plan (IL) $205M · 673
- Illinois Independent Colleges and Universities Multiple Employer Plan (IL) $204M · 843
Frequently Asked Questions
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Filing takeaways
Ways to act on The Dalton Schools, Inc. Retirement and Savings Plan's numbers.
- By total assets, The Dalton Schools, Inc. Retirement and Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- The Dalton Schools, Inc.'s sponsor-wide assets have grown 27.0% since 2022 across 3 plan years on file. More Educational Services plans