Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

The New School 403(b) Retirement Plans

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The New School ยท New York ยท Educational Services

What the 2023 filing shows

The New School 403(b) Retirement Plans holds $527M for 3,984 participants - about $132,294 per participant, down 12.3% over the 2022 plan year.

$527M
total plan assets (2022 EOY)
3,984
covered participants
$132,294
avg assets per participant
-12.3%
assets change YoY

The plan reported a net loss of $74M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$527M
Participants
3,984
State
Industry
Educational Services

What the Filing Says About The New School 403(b) Retirement Plans

The New School 403(b) Retirement Plans is a Profit Sharing retirement plan sponsored by The New School, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $527M in total end-of-year assets and covers 3,984 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 133297197, and the plan has been effective since 1961-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $601M at the beginning of 2022 to $527M at year-end โ€” a decline of 12.3%. Net assets (after liabilities) closed the year at $527M, with reported net income of $-73,680,999 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$601M
Total Assets (End of Year)$527M
Net Assets (End of Year)$527M
Net Income$-73,680,999
Plan TypeProfit Sharing
Employer EIN133297197
Plan Effective Date1961-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The New School)

Year Plans Participants Total Assets
2022 1 3,984 $527M
2023 1 4,337 $606M
2024 1 4,660 $670M

Nearby Profit Sharing Plans in New York

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Frequently Asked Questions

How much money is in the The New School 403(b) Retirement Plans?
As of the 2022 Form 5500 filing, The New School 403(b) Retirement Plans holds $527M in total assets with 3,984 participants. It is sponsored by The New School.
What type of plan is The New School 403(b) Retirement Plans?
The New School 403(b) Retirement Plans is a Profit Sharing plan. It has been effective since 1961-09-01. The plan is filed with the U.S. Department of Labor under EIN 133297197.
Who sponsors the The New School 403(b) Retirement Plans?
The New School 403(b) Retirement Plans is sponsored by The New School, located in New York. The sponsor's EIN is 133297197 and the plan operates in the Educational Services industry.
How did The New School 403(b) Retirement Plans perform in 2022?
The New School 403(b) Retirement Plans declined by 12.3% during 2022, moving from $601M to $527M in total assets. Net income was $-73,680,999.
Where can I find official filings for The New School 403(b) Retirement Plans?
Official Form 5500 filings for The New School 403(b) Retirement Plans are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133297197 or plan name at efast.dol.gov.
How does The New School 403(b) Retirement Plans compare to other plans?
You can compare The New School 403(b) Retirement Plans against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 133297197.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.