Other · DOL Form 5500 · 2023

The Chapin School Ltd. Retirement Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
235
Participants Below avg headcount
91st
Percentile by assets National rank
$411,123
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Chapin School Retirement and Savings Plan · Sponsored by The Chapin School Ltd. · New York · Educational Services

$97M in assets, 235 participants

The Chapin School Ltd.'s The Chapin School Retirement and Savings Plan reported $97M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,149 in Educational Services (3,735 peers)

Coverage in New York

The Chapin School Retirement and Savings Plan covers 235 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $97M.

#3,149
in Educational Services (3,735 peers)
+15.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

The Chapin School Retirement and Savings Plan's outsized position by total assets

The Chapin School Retirement and Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$96,613,923 Top 9% higher than 91% of 127,068 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 2023

The Chapin School Retirement and Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Chapin School Retirement and Savings Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Chapin School Retirement and Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Chapin School Retirement and Savings Plan end-of-year assets rose from $84M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • The Chapin School Retirement and Savings Plan reported participants rose from 220 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131635257 · The Chapin School Ltd. PY 2023 · Other

The Chapin School Retirement and Savings Plan · $97M · 235 · 91st

  • BOY $97M
  • SCH 235
  • EBSA 91st
  • PART Other
  • TYPE near Lawrence Technological University DC Retirement Plan
  • NET ind #3149

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 New York →

The Chapin School Retirement and Savings Plan in the asset neighbourhood

Gilman School Defined Contribution Retirement PlanGilman School Defined Contri…$97MFranciscan University of Steubenville Defined Contribution Retirement PlanFranciscan University of Ste…$97MLawrence Technological University DC Retirement PlanLawrence Technological Unive…$97MThe Chapin School Retirement and Savings PlanThe Chapin School Retirement…$97MWofford College Defined Contribution Retirement PlanWofford College Defined Cont…$96M
End-of-year total assets ($M) among The Chapin School Retirement and Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$97M
Net Income$13M
Employer EIN131635257
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Chapin School Ltd.)

Sponsor-wide plan assets over time

All The Chapin School Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$108M 28.607443178304504% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $83.8M $108M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 220 $84M
2023 1 235 $97M
2024 1 241 $108M

Nearby Other Plans in New York

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

The Chapin School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Chapin School Retirement and Savings Plan, Total assets ($B): 0.096613923 · Participants: 235The Chapin School Retirement and Savings PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
The Chapin School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Chapin School Retirement and Savings Plan side-by-side with 3 peers →

The Chapin School Retirement and Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Lawrence Technological University DC Retirement Plan in MI ($97M); by covered participants it is Sjsu Research Foundation Retirement Plan in CA (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Chapin School Retirement and Savings Plan assets move in 2023? ▼
The Chapin School Retirement and Savings Plan grew sharply - up 15.4% during 2023, from $84M to $97M. Reported net income was $13M.
How have The Chapin School Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Chapin School Ltd.'s sponsor-wide assets grew 28.6%, from $84M to $108M.
Where does The Chapin School Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
The Chapin School Retirement and Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Chapin School Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by assets is Lawrence Technological University DC Retirement Plan in MI ($97M, 455 participants).
Which Other plans cover a similar participant headcount to The Chapin School Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Sjsu Research Foundation Retirement Plan in CA (235 participants, $110M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131635257.

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.