Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan

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

Sponsored by The New Hampton School ยท New Hampshire ยท Educational Services

What the 2023 filing shows

New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan holds $17M for 181 participants - about $93,125 per participant, down 12.5% over the 2022 plan year.

$17M
total plan assets (2022 EOY)
181
covered participants
$93,125
avg assets per participant
-12.5%
assets change YoY

The plan reported a net loss of $2M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$17M
Participants
181
Industry
Educational Services

What the Filing Says About New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan

New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan is a Profit Sharing retirement plan sponsored by The New Hampton School, headquartered in New Hampshire. As of the 2022 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 181 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 020223634, and the plan has been effective since 1982-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2022 to $17M at year-end โ€” a decline of 12.5%. Net assets (after liabilities) closed the year at $17M, with reported net income of $-2,409,018 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)$19M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$-2,409,018
Plan TypeProfit Sharing
Employer EIN020223634
Plan Effective Date1982-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The New Hampton School)

Year Plans Participants Total Assets
2022 1 181 $17M
2023 1 197 $20M
2024 1 156 $22M

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Frequently Asked Questions

How much money is in the New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan?
As of the 2022 Form 5500 filing, New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan holds $17M in total assets with 181 participants. It is sponsored by The New Hampton School.
What type of plan is New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan?
New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan is a Profit Sharing plan. It has been effective since 1982-08-01. The plan is filed with the U.S. Department of Labor under EIN 020223634.
Who sponsors the New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan?
New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan is sponsored by The New Hampton School, located in New Hampshire. The sponsor's EIN is 020223634 and the plan operates in the Educational Services industry.
How did New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan perform in 2022?
New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan declined by 12.5% during 2022, moving from $19M to $17M in total assets. Net income was $-2,409,018.
Where can I find official filings for New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan?
Official Form 5500 filings for New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 020223634 or plan name at efast.dol.gov.
How does New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan compare to other plans?
You can compare New Hampton School Defined Contribution and Tax Deferred Annuity Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New Hampshire 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 020223634.

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.