Other · DOL Form 5500 · 2023

Portledge School Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
135
Participants Small participant base
56th
Percentile by assets National rank
$66,611
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Portledge School Tda Plan Sra/Gsra · Sponsored by Portledge School · New York · Educational Services

$9M in assets, 135 participants

Portledge School's Portledge School Tda Plan Sra/Gsra reported $9M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,473 in Educational Services (3,735 peers)

Coverage in New York

Portledge School Tda Plan Sra/Gsra covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $9M.

#1,473
in Educational Services (3,735 peers)
+15.4%
assets growth YoY

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 2023 · DOL Form 5500

$8,992,453 Top 44% higher than 56% of 127,068 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 2023

Portledge School Tda Plan Sra/Gsra among mid-size filed plans by headcount

Plan-year 2023 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 (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Portledge School Tda Plan Sra/Gsra reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Portledge School Tda Plan Sra/Gsra reported participants fell from 161 in the plan year 2022 filing to 135 in the plan year 2023 filing.
  • Portledge School Tda Plan Sra/Gsra end-of-year assets fell from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 116044973 · Portledge School PY 2023 · Other

Portledge School Tda Plan Sra/Gsra · $9M · 135 · 56th

  • EIN $9M
  • RANK 135
  • PHOTO 56th
  • IND Other
  • EOY near Tax Deferred Annuity Plan for the Arc of Central Alabama,Inc
  • 5500 ind #1473

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

403(b) Thrift Plan of Girl Scouts of Minnesota and Wisconsin River Valleys, Inc.403(b) Thrift Plan of Girl S…$9MTax Deferred Annuity Plan of Jewish Family Service of Atlantic CountyTax Deferred Annuity Plan of…$9MPortledge School Tda Plan Sra/GsraPortledge School Tda Plan Sr…$9MTax Deferred Annuity Plan for the Arc of Central Alabama,IncTax Deferred Annuity Plan fo…$9MCommunity of Hope 403(b)$9M
End-of-year total assets ($M) among Portledge School Tda Plan Sra/Gsra and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN116044973
Plan Effective Date1976-01-01
Filing StatusFILING 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
$25M$30M$35M$40M$45M 202220232024 $30.8M $38.1M ▲ +24.0%
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.

Portledge School Tda Plan Sra/Gsra vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Portledge School Tda Plan Sra/Gsra, Total assets ($B): 0.008992453 · Participants: 135Portledge School Tda Plan Sra/GsraNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Portledge School Tda Plan Sra/Gsra vs. nearby Other plans in New York, assets vs. participants
Compare Portledge School Tda Plan Sra/Gsra side-by-side with 3 peers →

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 Tax Deferred Annuity Plan for the Arc of Central Alabama,Inc in AL ($9M); by covered participants it is Polaris Project 403(b) Plan in DC (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Portledge School Tda Plan Sra/Gsra assets move in 2023? ▼
Portledge School Tda Plan Sra/Gsra grew sharply - up 15.4% during 2023, from $8M to $9M. Reported net income was $1M.
How have Portledge School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portledge School's sponsor-wide assets grew 24.0%, from $31M to $38M.
Which Other plans are similar in size to Portledge School Tda Plan Sra/Gsra? ▼
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan for the Arc of Central Alabama,Inc in AL ($9M, 437 participants).
Which Other plans cover a similar participant headcount to Portledge School Tda Plan Sra/Gsra? ▼
Among Other plans in other states, the closest by covered participants is Polaris Project 403(b) Plan in DC (135 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 116044973.

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.