Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

New Canaan Country School DC Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by New Canaan Country School, Inc. · Connecticut · Educational Services

What the 2023 filing shows

New Canaan Country School DC Retirement Plan holds $50M for 153 participants — about $328,935 per participant, down 17.7% over the 2022 plan year.

$50M
total plan assets (2022 EOY)
153
covered participants
$328,935
avg assets per participant
-17.7%
assets change YoY

The plan reported a net loss of $11M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$50M
Participants
153
State
Industry
Educational Services

What the Filing Says About New Canaan Country School DC Retirement Plan

New Canaan Country School DC Retirement Plan is a Profit Sharing retirement plan sponsored by New Canaan Country School, Inc., headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 153 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 060646765, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $61M at the beginning of 2022 to $50M at year-end — a decline of 17.7%. Net assets (after liabilities) closed the year at $50M, with reported net income of $-10,806,153 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$61M
Total Assets (End of Year)$50M
Net Assets (End of Year)$50M
Net Income$-10,806,153
Plan TypeProfit Sharing
Employer EIN060646765
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Canaan Country School, Inc.)

Year Plans Participants Total Assets
2022 1 153 $50M
2023 1 159 $57M
2024 1 161 $62M

Nearby Profit Sharing Plans in Connecticut

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Frequently Asked Questions

How much money is in the New Canaan Country School DC Retirement Plan?
As of the 2022 Form 5500 filing, New Canaan Country School DC Retirement Plan holds $50M in total assets with 153 participants. It is sponsored by New Canaan Country School, Inc..
What type of plan is New Canaan Country School DC Retirement Plan?
New Canaan Country School DC Retirement Plan is a Profit Sharing plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 060646765.
Who sponsors the New Canaan Country School DC Retirement Plan?
New Canaan Country School DC Retirement Plan is sponsored by New Canaan Country School, Inc., located in Connecticut. The sponsor's EIN is 060646765 and the plan operates in the Educational Services industry.
How did New Canaan Country School DC Retirement Plan perform in 2022?
New Canaan Country School DC Retirement Plan declined by 17.7% during 2022, moving from $61M to $50M in total assets. Net income was $-10,806,153.
Where can I find official filings for New Canaan Country School DC Retirement Plan?
Official Form 5500 filings for New Canaan Country School DC Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060646765 or plan name at efast.dol.gov.
How does New Canaan Country School DC Retirement Plan compare to other plans?
You can compare New Canaan Country School DC Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 060646765.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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