Other · DOL Form 5500 · 2023
The American School in London Foundation Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 125
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $464,711
- Avg per participant High balance/head
Official DOL plan name: The American School in London Foundation 403(b) Retirement Plan · Sponsored by The American School in London Foundation · New Jersey · Educational Services
$58M in assets, 125 participants
The American School in London Foundation's The American School in London Foundation 403(b) Retirement Plan reported $58M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #2,862 in Educational Services (3,735 peers)
Coverage in New Jersey
The American School in London Foundation 403(b) Retirement Plan covers 125 participants in New Jersey, about 15% of the average New Jersey filer (state average ~844 per filing). Assets: $58M.
- #2,862
- in Educational Services (3,735 peers)
- +15.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The American School in London Foundation 403(b) Retirement Plan's outsized position by total assets
The American School in London Foundation 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,088,924 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The American School in London Foundation 403(b) Retirement 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 American School in London Foundation 403(b) Retirement Plan sits mid-pack in the medium band (125 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The American School in London Foundation 403(b) Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- The American School in London Foundation 403(b) Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- The American School in London Foundation 403(b) Retirement Plan reported participants rose from 119 in the plan year 2022 filing to 125 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 136258480 · The American School in London Foundation PY 2023 · Other
The American School in London Foundation 403(b) Retirement Plan · $58M · 125 · 87th
- PART $58M
- PART 125
- PART 87th
- PART Other
- PART near New York State Technology Enterprise Corporation 403b Retirement Plan
- PART ind #2862
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 Jersey →
The American School in London Foundation 403(b) Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $8M |
| Employer EIN | 136258480 |
| Plan Effective Date | 1969-09-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The American School in London Foundation)
Sponsor-wide plan assets over time
All The American School in London Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 31.200091614827645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 119 | $50M |
| 2023 | 1 | 125 | $58M |
| 2024 | 1 | 125 | $66M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
The American School in London Foundation 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is New York State Technology Enterprise Corporation 403b Retirement Plan in NY ($58M); by covered participants it is Capitol View Transitional Care Center Savings Plan in MN (125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (125 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.