Other · DOL Form 5500 · 2022
The Rectory School Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $173,714
- Avg per participant Above avg balance/head
Official DOL plan name: The Rectory School Defined Contribution Retirement Plan · Sponsored by The Rectory School · Connecticut · Educational Services
$20M in assets, 113 participants
The Rectory School's The Rectory School Defined Contribution Retirement Plan reported $20M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #2,439 in Educational Services (4,024 peers)
Coverage in Connecticut
The Rectory School Defined Contribution Retirement Plan covers 113 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $20M.
- #2,439
- in Educational Services (4,024 peers)
- +10.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Rectory School Defined Contribution Retirement Plan's outsized position by total assets
The Rectory School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,629,641 Top 23% higher than 77% 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
The Rectory School Defined Contribution 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 Rectory School Defined Contribution Retirement Plan sits mid-pack in the medium band (113 participants).
Plan-year Form 5500 strip
Filing strip 060646805 · The Rectory School PY 2022 · Other
The Rectory School Defined Contribution Retirement Plan · $20M · 113 · 77th
- PHOTO $20M
- PHOTO 113
- PHOTO 77th
- PHOTO Other
- PHOTO near East Bay Community Action Program, Inc. Retirement Plan
- PHOTO ind #2439
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 Rectory School Defined Contribution Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 060646805 |
| Plan Effective Date | 1966-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rectory School)
Sponsor-wide plan assets over time
All The Rectory School plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 22.16304923762997% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $20M |
| 2023 | 1 | 136 | $21M |
| 2024 | 1 | 136 | $24M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
The Rectory School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is East Bay Community Action Program, Inc. Retirement Plan in RI ($20M); by covered participants it is Greenhills School Retirement Plan in MI (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- East Bay Community Action Program, Inc. Retirement Plan (RI) $20M · 459
- Ironton-Lawrence County Area Community Action Organization, Inc. Tax Sheltered Annuity Plan (OH) $20M · 408
- La Clinica De Familia, Inc. 401(k) Employees' Retirement Plan & Trust (NM) $20M · 735
- The Seven Hills School Retirement Plan (CA) $20M · 99
Similar participant headcount
Nearest other-state filings by covered participants (113 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.