Other · DOL Form 5500 · 2022
The Hotchkiss School Retirement Plan
Data updated 2026-08-11
- $150M
- Total assets
- 367
- Participants
- 95th
- Percentile by assets
- $409,283
- Avg per participant
Official DOL plan name: The Hotchkiss School 403(b) Retirement Plan · Sponsored by The Hotchkiss School · Connecticut · Educational Services
$150M in assets, 367 participants
The Hotchkiss School's The Hotchkiss School 403(b) Retirement Plan reported $150M in total assets and 367 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)
- #3,648 in Educational Services (4,024 peers)
Where The Hotchkiss School 403(b) Retirement Plan sits by assets
The Hotchkiss School 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $150M for 367 participants (~$409,283/participant), down 10.7% in 2022.
- $150M
- total plan assets (2022 EOY)
- 367
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $409,283
- avg assets per participant
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Hotchkiss School 403(b) Retirement Plan sits by total assets
The Hotchkiss School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$150,206,918 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
The Hotchkiss School 403(b) Retirement Plan vs the 2022 asset distribution
By assets, The Hotchkiss School 403(b) Retirement Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $168M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | -$18M |
| Employer EIN | 060647018 |
| Plan Effective Date | 1924-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Hotchkiss School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 367 | $150M |
| 2023 | 1 | 380 | $167M |
| 2024 | 1 | 380 | $184M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
The Hotchkiss School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Hotchkiss School 403(b) Retirement Plan by total assets, not by location.
- Federation of American Societies for Experimental Biology Defined Contribution Plan (MD) $150M · 309
- Merrimack College 403(b) Retirement Plan (MA) $150M · 1,036
- Community Health Network 403(b) Retirement Savings Plan (IN) $150M · N/A
- Columbia University Defined Contribution Plan for Supporting Staff (NY) $149M · 1,114
Frequently Asked Questions
How did The Hotchkiss School 403(b) Retirement Plan assets move in 2022? ▼
How have The Hotchkiss School plan assets changed over time? ▼
Where does The Hotchkiss School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Hotchkiss School 403(b) Retirement Plan? ▼
Next read for The Hotchkiss School 403(b) Retirement P…
Scale reading
Ways to act on The Hotchkiss School 403(b) Retirement Plan's numbers.
- By total assets, The Hotchkiss School 403(b) Retirement 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 Connecticut. Compare plans
- The Hotchkiss School's sponsor-wide assets have grown 22.4% since 2022 across 3 plan years on file. More Educational Services plans