Other · DOL Form 5500 · 2022
Ethical Culture Fieldston School Retirement Plan
Data updated 2026-08-25
- $164M
- Total assets Near avg plan size
- 437
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $374,438
- Avg per participant High balance/head
Official DOL plan name: Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan · Sponsored by Ethical Culture Fieldston School · New York · Educational Services
$164M in assets, 437 participants
Ethical Culture Fieldston School's Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan reported $164M in total assets and 437 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #3,671 in Educational Services (4,024 peers)
Where Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan sits by assets
Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $164M for 437 participants (~$374,438/participant), down 10.5% in 2022.
- #3,671
- in Educational Services (4,024 peers)
- -10.5%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan's outsized position by total assets
Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$163,629,552 Top 5% higher than 95% 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
Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity 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. Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan sits mid-pack in the medium band (437 participants).
DOL schedule card
Filing strip 133862529 · Ethical Culture Fieldston School PY 2022 · Other
Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan · $164M · 437 · 95th
- IND $164M
- IND 437
- IND 95th
- IND Other
- IND near Womans Hospital Foundation 403(b) Retirement Savings Plan
- IND ind #3671
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 →
Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $164M |
| Net Income | -$19M |
| Employer EIN | 133862529 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ethical Culture Fieldston School)
Sponsor-wide plan assets over time
All Ethical Culture Fieldston School plans reported in each filing year
- Latest sponsor-wide plan assets
- $206M 26.05825505163028% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 437 | $164M |
| 2023 | 1 | 436 | $187M |
| 2024 | 1 | 427 | $206M |
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
Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Womans Hospital Foundation 403(b) Retirement Savings Plan in LA ($164M); by covered participants it is Ursinus College Defined Contribution Retirement Plan in PA (437 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($164M here).
- Womans Hospital Foundation 403(b) Retirement Savings Plan (LA) $164M · 1,786
- Regions Hospital 403(b) Plan (MN) $163M · 3,319
- Concordia College Retirement Plan (MN) $164M · 619
- Hunterdon Healthcare 403(b) Retirement Savings Plan (NJ) $163M · 2,595
Similar participant headcount
Nearest other-state filings by covered participants (437 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.