Other
2022 plan-year Other DOL Form 5500

Riverdale Country School Tax-Deferred Annuity Plan

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

Sponsored by Riverdale Country School, Inc. · New York · Educational Services

What the 2023 filing shows

Riverdale Country School Tax-Deferred Annuity Plan holds $48M for 402 participants — about $119,091 per participant, down 10.6% over the 2022 plan year.

$48M
total plan assets (2022 EOY)
402
covered participants
$119,091
avg assets per participant
-10.6%
assets change YoY

The plan reported a net loss of $6M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$48M
Participants
402
State
Industry
Educational Services

What the Filing Says About Riverdale Country School Tax-Deferred Annuity Plan

Riverdale Country School Tax-Deferred Annuity Plan is a Other retirement plan sponsored by Riverdale Country School, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 402 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131740483, and the plan has been effective since 1984-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $54M at the beginning of 2022 to $48M at year-end — a decline of 10.6%. Net assets (after liabilities) closed the year at $48M, with reported net income of $-5,661,618 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 — 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)$54M
Total Assets (End of Year)$48M
Net Assets (End of Year)$48M
Net Income$-5,661,618
Plan TypeOther
Employer EIN131740483
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Riverdale Country School, Inc.)

Year Plans Participants Total Assets
2022 2 792 $111M
2023 2 854 $129M
2024 2 897 $138M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Riverdale Country School Tax-Deferred Annuity Plan?
As of the 2022 Form 5500 filing, Riverdale Country School Tax-Deferred Annuity Plan holds $48M in total assets with 402 participants. It is sponsored by Riverdale Country School, Inc..
What type of plan is Riverdale Country School Tax-Deferred Annuity Plan?
Riverdale Country School Tax-Deferred Annuity Plan is a Other plan. It has been effective since 1984-01-01. The plan is filed with the U.S. Department of Labor under EIN 131740483.
Who sponsors the Riverdale Country School Tax-Deferred Annuity Plan?
Riverdale Country School Tax-Deferred Annuity Plan is sponsored by Riverdale Country School, Inc., located in New York. The sponsor's EIN is 131740483 and the plan operates in the Educational Services industry.
How did Riverdale Country School Tax-Deferred Annuity Plan perform in 2022?
Riverdale Country School Tax-Deferred Annuity Plan declined by 10.6% during 2022, moving from $54M to $48M in total assets. Net income was $-5,661,618.
Where can I find official filings for Riverdale Country School Tax-Deferred Annuity Plan?
Official Form 5500 filings for Riverdale Country School Tax-Deferred Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131740483 or plan name at efast.dol.gov.
How does Riverdale Country School Tax-Deferred Annuity Plan compare to other plans?
You can compare Riverdale Country School Tax-Deferred Annuity Plan against other Other 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) — original filing retrieval by EIN 131740483.

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

Reference: IRS Publication 590-B — 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.