Other · DOL Form 5500 · 2022

The Hotchkiss School Retirement Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
367
Participants Below avg headcount
95th
Percentile by assets National rank
$409,283
Avg per participant High balance/head
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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.

  • #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.

#3,648
in Educational Services (4,024 peers)
-10.7%
assets change YoY
1.5×
vs typical plan assets (national mean)

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.

The Hotchkiss School 403(b) Retirement Plan's outsized position 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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 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 Hotchkiss School 403(b) Retirement Plan sits mid-pack in the medium band (367 participants).

Form 5500 schedule snapshot

Filing strip 060647018 · The Hotchkiss School PY 2022 · Other

The Hotchkiss School 403(b) Retirement Plan · $150M · 367 · 95th

  • NET $150M
  • BOOK 367
  • VS-ST 95th
  • BOY Other
  • SCH near Federation of American Societies for Experimental Biology Defined Contribution Plan
  • EBSA ind #3648

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 Connecticut →

The Hotchkiss School 403(b) Retirement Plan in the asset neighbourhood

Federation of American Societies for Experimental Biology Defined Contribution PlanFederation of American Socie…$150MThe Hotchkiss School 403(b) Retirement PlanThe Hotchkiss School 403(b) …$150MMerrimack College 403(b) Retirement PlanMerrimack College 403(b) Ret…$150MCommunity Health Network 403(b) Retirement Savings PlanCommunity Health Network 403…$150MColumbia University Defined Contribution Plan for Supporting StaffColumbia University Defined …$149M
End-of-year total assets ($M) among The Hotchkiss School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$168M
Net Assets (End of Year)$150M
Net Income-$18M
Employer EIN060647018
Plan Effective Date1924-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Hotchkiss School)

Sponsor-wide plan assets over time

All The Hotchkiss School plans reported in each filing year

Latest sponsor-wide plan assets
$184M 22.40396277886482% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $150M $184M ▲ +22.4%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The Hotchkiss School 403(b) Retirement Plan, Total assets ($B): 0.150206918 · Participants: 367The Hotchkiss School 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
The Hotchkiss School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The Hotchkiss School 403(b) Retirement Plan side-by-side with 3 peers →

The Hotchkiss School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Federation of American Societies for Experimental Biology Defined Contribution Plan in MD ($150M); by covered participants it is National Wildlife Federation Retirement Savings Plan in VA (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Hotchkiss School 403(b) Retirement Plan assets move in 2022? ▼
The Hotchkiss School 403(b) Retirement Plan pulled back noticeably - down 10.7% during 2022, from $168M to $150M. Reported net income was -$18M.
How have The Hotchkiss School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Hotchkiss School's sponsor-wide assets grew 22.4%, from $150M to $184M.
Where does The Hotchkiss School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
The Hotchkiss School 403(b) Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The Hotchkiss School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Federation of American Societies for Experimental Biology Defined Contribution Plan in MD ($150M, 309 participants).
Which Other plans cover a similar participant headcount to The Hotchkiss School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is National Wildlife Federation Retirement Savings Plan in VA (367 participants, $75M in assets).

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 060647018.

Read our methodology - how this data is sourced, computed, and verified.

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