Other · DOL Form 5500 · 2022

The Conference Board, Inc. Retirement Plan

Data updated 2026-08-11

$57M
Total assets
191
Participants
89th
Percentile by assets
$296,945
Avg per participant
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Official DOL plan name: Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) · Sponsored by The Conference Board, Inc. · New York · Professional & Technical Services

$57M in assets, 191 participants

The Conference Board, Inc.'s Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) reported $57M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #19,430 in Professional & Technical Services (21,562 peers)

Coverage in New York

Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) covers 191 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $57M.

$57M
total plan assets (2022 EOY)
191
covered participants
89th
percentile by assets (of 139,126 plans)
$296,945
avg assets per participant

Where Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) sits by total assets

Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) vs every filed plan by assets

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

$56,716,442 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) reports 191 participants - about 24% of that state average ($57M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$57M
Net Income$2M
Employer EIN131624108
Plan Effective Date1976-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Conference Board, Inc.)

$75M$80M$85M$90M$95M$100M 202220232024 $77.1M $93.7M ▲ +21.6%
Total plan assets by year, all The Conference Board, Inc. plans on file
Year Plans Participants Total Assets
2022 2 414 $77M
2023 2 446 $88M
2024 3 586 $94M

Nearby Other Plans in New York

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

Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Tax-Deferred Annuity…, Total assets ($B): 0.056716442 · Participants: 191Tax-Deferred Annuity…Northwell Health 403…, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medi…University of Roches…, Total assets ($B): 6.362782969 · Participants: 27581University of Roches…Memorial Sloan Kette…, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for …
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) by total assets, not by location.

Frequently Asked Questions

How did Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) assets move in 2022?
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) edged up modestly - up 3.0% during 2022, from $55M to $57M. Reported net income was $2M.
How have The Conference Board, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Conference Board, Inc.'s sponsor-wide assets grew 21.6%, from $77M to $94M.
Where does Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) rank by assets among Form 5500 filers?
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) ranks in the 89th 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 Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)?
Among Other plans in other states, the closest by assets is Griffin Hospital 403(b) Retirement Savings Plan in CT ($57M, 2,757 participants).

Next read for Tax-Deferred Annuity Program for Employe…

Filing takeaways

Ways to act on Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)'s numbers.