Other · DOL Form 5500 · 2022
Portledge School Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $57,539
- Avg per participant Low balance/head
Official DOL plan name: Portledge School Tda Plan Sra/Gsra · Sponsored by Portledge School · New York · Educational Services
$9M in assets, 161 participants
Portledge School's Portledge School Tda Plan Sra/Gsra reported $9M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.
- #1,871 in Educational Services (4,024 peers)
Coverage in New York
Portledge School Tda Plan Sra/Gsra covers 161 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #1,871
- in Educational Services (4,024 peers)
- -10.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Portledge School Tda Plan Sra/Gsra's mid-pack asset rank among Educational Services and all filers
Portledge School Tda Plan Sra/Gsra vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,263,859 Top 37% higher than 63% 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
Portledge School Tda Plan Sra/Gsra 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. Portledge School Tda Plan Sra/Gsra sits mid-pack in the medium band (161 participants).
DOL schedule card
Filing strip 116044973 · Portledge School PY 2022 · Other
Portledge School Tda Plan Sra/Gsra · $9M · 161 · 63rd
- EBSA $9M
- EBSA 161
- EBSA 63rd
- EBSA Other
- EBSA near The Oxbridge Academy 403(b) Plan
- EBSA ind #1871
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 →
Portledge School Tda Plan Sra/Gsra in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 116044973 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Portledge School)
Sponsor-wide plan assets over time
All Portledge School plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 23.95935954347153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 389 | $31M |
| 2023 | 4 | 595 | $44M |
| 2024 | 1 | 123 | $38M |
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
Portledge School Tda Plan Sra/Gsra's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Oxbridge Academy 403(b) Plan in FL ($9M); by covered participants it is Baltimore Crisis Response, Inc 403(b) Retirement Plan in MD (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 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.