Other · DOL Form 5500 · 2022

The Conference Board, Inc. Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
191
Participants Below avg headcount
89th
Percentile by assets National rank
$296,945
Avg per participant High balance/head
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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.

  • #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.

#19,430
in Professional & Technical Services (21,562 peers)
+3.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)'s outsized position 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 $2,050,000,000 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

Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) 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. Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) sits mid-pack in the medium band (191 participants).

Published 5500 schedule card

Filing strip 131624108 · The Conference Board, Inc. PY 2022 · Other

Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) · $57M · 191 · 89th

  • 5500 $57M
  • 5500 191
  • 5500 89th
  • 5500 Other
  • 5500 near Griffin Hospital 403(b) Retirement Savings Plan
  • 5500 ind #19430

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 Professional & Technical Services retirement plans → · Plans in New York →

Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) in the asset neighbourhood

Westminster School Defined Contribution PlanWestminster School Defined C…$57MAtlantic General Hospital Corporation Tax Deferred PlanAtlantic General Hospital Co…$57M403(b) Thrift Plan for Lifenet Virginia Beach, Virginia403(b) Thrift Plan for Lifen…$57MGriffin Hospital 403(b) Retirement Savings PlanGriffin Hospital 403(b) Reti…$57MTax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)Tax-Deferred Annuity Program…$57M
End-of-year total assets ($M) among Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All The Conference Board, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$94M 21.61499032299145% vs 2022
2024 filing year
$75M$80M$85M$90M$95M$100M 202220232024 $77.1M $93.7M ▲ +21.6%
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 ($B) Participants Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members), Total assets ($B): 0.056716442 · Participants: 191Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)Northwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
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

Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)'s out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Griffin Hospital 403(b) Retirement Savings Plan in CT ($57M); by covered participants it is Dana Hall School Retirement Plan for Employees in MA (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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.

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).
Which Other plans cover a similar participant headcount 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 covered participants is Dana Hall School Retirement Plan for Employees in MA (191 participants, $50M in assets).