Other · DOL Form 5500 · 2022
The Spence School Retirement Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 321
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $344,272
- Avg per participant High balance/head
Official DOL plan name: The Spence School Retirement and Savings Plan · Sponsored by The Spence School · New York · Educational Services
$111M in assets, 321 participants
The Spence School's The Spence School Retirement and Savings Plan reported $111M in total assets and 321 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,537 in Educational Services (4,024 peers)
Coverage in New York
The Spence School Retirement and Savings Plan covers 321 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $111M.
- #3,537
- in Educational Services (4,024 peers)
- -9.8%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Spence School Retirement and Savings Plan's outsized position by total assets
The Spence School Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$110,511,450 Top 7% higher than 93% 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 Spence School 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 Spence School Retirement and Savings Plan sits mid-pack in the medium band (321 participants).
Published 5500 schedule card
Filing strip 131635286 · The Spence School PY 2022 · Other
The Spence School Retirement and Savings Plan · $111M · 321 · 93rd
- ASSETS $111M
- ASSETS 321
- ASSETS 93rd
- ASSETS Other
- ASSETS near Davidson College Tax-Deferred Annuity Plan
- ASSETS ind #3537
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 Spence School Retirement and Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $123M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | -$12M |
| Employer EIN | 131635286 |
| Plan Effective Date | 1926-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Spence School)
Sponsor-wide plan assets over time
All The Spence School plans reported in each filing year
- Latest sponsor-wide plan assets
- $137M 24.24914793896922% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 321 | $111M |
| 2023 | 1 | 335 | $124M |
| 2024 | 1 | 364 | $137M |
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 Spence School Retirement and Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Davidson College Tax-Deferred Annuity Plan in NC ($110M); by covered participants it is The Nelson Gallery Foundation 403(b) Plan in MO (321 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
- Davidson College Tax-Deferred Annuity Plan (NC) $110M · 432
- IBEW Local 466 Pension Plan (WV) $111M · 337
- Select Security Retirement Option of Indiana Hospital (PA) $111M · 1,121
- The University of Findlay Defined Contribution Retirement Plan (OH) $110M · 440
Similar participant headcount
Nearest other-state filings by covered participants (321 participants); asset peers above are excluded.
- The Nelson Gallery Foundation 403(b) Plan (MO) 321 · 0 off
- Health First Frozen 403(b) Plan (FL) 321 · 0 off
- North Canyon Medical Center, Inc. 403(b) Retirement Plan (ID) 321 · 0 off
- Town and Country Retirement Plan (CA) 320 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.