Other · DOL Form 5500 · 2022

Ethel Walker School Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
98
Participants Small participant base
80th
Percentile by assets National rank
$245,525
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ethel Walker School Retirement Plan · Sponsored by Ethel Walker School · Connecticut · Educational Services

$24M in assets, 98 participants

Ethel Walker School's Ethel Walker School Retirement Plan reported $24M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,596 in Educational Services (4,024 peers)

Where Ethel Walker School Retirement Plan sits by assets

Ethel Walker School Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 98 participants (~$245,525/participant), up 7.4% in 2022.

#2,596
in Educational Services (4,024 peers)
+7.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ethel Walker School Retirement Plan's outsized position by total assets

Ethel Walker School Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,061,436 Top 20% higher than 80% 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

Ethel Walker School Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ethel Walker School Retirement Plan is a small filing (98 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 060689699 · Ethel Walker School PY 2022 · Other

Ethel Walker School Retirement Plan · $24M · 98 · 80th

  • PCT $24M
  • EIN 98
  • RANK 80th
  • PHOTO Other
  • IND near 403(b) Thrift Plan for Employees of Affinia Healthcare
  • EOY ind #2596

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 →

Ethel Walker School Retirement Plan in the asset neighbourhood

Pacific Northwest University of Health Sciences 403(b) Retirement PlanPacific Northwest University…$24MEthel Walker School Retirement PlanEthel Walker School Retireme…$24M403(b) Thrift Plan for Employees of Affinia Healthcare403(b) Thrift Plan for Emplo…$24MCulver-Stockton College Defined Contribution Retirement PlanCulver-Stockton College Defi…$24MUniversity of Massachusetts Global Defined Contribution Retirement PlanUniversity of Massachusetts …$24M
End-of-year total assets ($M) among Ethel Walker School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$2M
Employer EIN060689699
Plan Effective Date1954-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ethel Walker School)

Sponsor-wide plan assets over time

All Ethel Walker School plans reported in each filing year

Latest sponsor-wide plan assets
$28M 14.468882904578098% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $24.1M $27.5M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 98 $24M
2023 1 94 $25M
2024 1 98 $28M

Nearby Other Plans in Connecticut

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

Ethel Walker School Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Ethel Walker School Retirement Plan, Total assets ($B): 0.024061436 · Participants: 98Ethel Walker School 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
Ethel Walker School Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Ethel Walker School Retirement Plan side-by-side with 3 peers →

Ethel Walker School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is 403(b) Thrift Plan for Employees of Affinia Healthcare in MO ($24M); by covered participants it is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM (98 participants). Same-state nearby plans are listed separately above.

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 Ethel Walker School Retirement Plan assets move in 2022? ▼
Ethel Walker School Retirement Plan grew at a solid clip - up 7.4% during 2022, from $22M to $24M. Reported net income was $2M.
How have Ethel Walker School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethel Walker School's sponsor-wide assets grew 14.5%, from $24M to $28M.
Where does Ethel Walker School Retirement Plan rank by assets among Form 5500 filers? ▼
Ethel Walker School Retirement Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ethel Walker School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Affinia Healthcare in MO ($24M, 350 participants).
Which Other plans cover a similar participant headcount to Ethel Walker School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM (98 participants, $2M 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 060689699.

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.