Other · DOL Form 5500 · 2022
Ethical Culture Fieldston School Retirement Plan
Data updated 2026-08-11
- $164M
- Total assets
- 437
- Participants
- 95th
- Percentile by assets
- $374,438
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $164M
- total plan assets (2022 EOY)
- 437
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $374,438
- avg assets per participant
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.
Where Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan sits 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 vs the 2022 asset distribution
By assets, Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
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)
| 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan assets move in 2022? ▼
How have Ethical Culture Fieldston School plan assets changed over time? ▼
Where does Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan? ▼
Next read for Ethical Culture Fieldston School Defined…
Scale reading
Ways to act on Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan's numbers.
- By total assets, Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity 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
- Ethical Culture Fieldston School's sponsor-wide assets have grown 26.1% since 2022 across 3 plan years on file. More Educational Services plans