Other · DOL Form 5500 · 2022
The Dalton Schools, Inc. Retirement Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 300
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $683,554
- Avg per participant High balance/head
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.
- #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.
- #3,734
- in Educational Services (4,024 peers)
- -12.5%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
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.
The Dalton Schools, Inc. Retirement and Savings Plan's outsized position by total assets
The Dalton Schools, Inc. Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$205,066,183 Top 4% higher than 96% 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 Dalton Schools, Inc. Retirement and Savings 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 Dalton Schools, Inc. Retirement and Savings Plan sits mid-pack in the medium band (300 participants).
EBSA filing schedule strip
Filing strip 132751872 · The Dalton Schools, Inc. PY 2022 · Other
The Dalton Schools, Inc. Retirement and Savings Plan · $205M · 300 · 96th
- BOOK $205M
- VS-ST 300
- BOY 96th
- SCH Other
- EBSA near Public Health Institute 403(b) Retirement Plan
- PART ind #3734
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 →
The Dalton Schools, Inc. Retirement and Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All The Dalton Schools, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $261M 27.035535644606988% vs 2022
- 2024 filing year
| 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.
- 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
The Dalton Schools, Inc. Retirement and Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Public Health Institute 403(b) Retirement Plan in CA ($205M); by covered participants it is Family Resource Agency Inc. 403(b) Retirement Plan in TN (300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (300 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.