Other · DOL Form 5500 · 2023

Miss Porters School, Inc. Retirement Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
181
Participants Below avg headcount
86th
Percentile by assets National rank
$297,302
Avg per participant High balance/head
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Official DOL plan name: Miss Porter's School 403(b) Retirement Plan · Sponsored by Miss Porters School, Inc. · Connecticut · Educational Services

$54M in assets, 181 participants

Miss Porters School, Inc.'s Miss Porter's School 403(b) Retirement Plan reported $54M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,818 in Educational Services (3,735 peers)

Coverage in Connecticut

Miss Porter's School 403(b) Retirement Plan covers 181 participants in Connecticut, about 25% of the average Connecticut filer (state average ~718 per filing). Assets: $54M.

#2,818
in Educational Services (3,735 peers)
+17.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Miss Porter's School 403(b) Retirement Plan's outsized position by total assets

Miss Porter's School 403(b) Retirement Plan vs every filed plan by assets

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

$53,811,705 Top 14% higher than 86% 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

Miss Porter's School 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. Miss Porter's School 403(b) Retirement Plan sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Miss Porter's School 403(b) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Miss Porter's School 403(b) Retirement Plan end-of-year assets rose from $46M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Miss Porter's School 403(b) Retirement Plan reported participants rose from 177 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 060646786 · Miss Porters School, Inc. PY 2023 · Other

Miss Porter's School 403(b) Retirement Plan · $54M · 181 · 86th

  • BOY $54M
  • SCH 181
  • EBSA 86th
  • PART Other
  • TYPE near Unity Health Care, Inc. 403(b) Plan
  • NET ind #2818

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 →

Miss Porter's School 403(b) Retirement Plan in the asset neighbourhood

Firelands Regional Medical Center 403(b) PlanFirelands Regional Medical C…$54MMiss Porter's School 403(b) Retirement PlanMiss Porter's School 403(b) …$54MUnity Health Care, Inc. 403(b) PlanUnity Health Care, Inc. 403(…$54MModern Language Association Defined Contribution Retirement PlanModern Language Association …$54MThe J. David Gladstone Institutes 403(b) Tda PlanThe J. David Gladstone Insti…$54M
End-of-year total assets ($M) among Miss Porter's School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$54M
Net Income$8M
Employer EIN060646786
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Miss Porters School, Inc.)

Sponsor-wide plan assets over time

All Miss Porters School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$58M 25.78045873916724% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $46M $57.8M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 177 $46M
2023 1 181 $54M
2024 1 198 $58M

Nearby Other Plans in Connecticut

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

Miss Porter's School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Miss Porter's School 403(b) Retirement Plan, Total assets ($B): 0.053811705 · Participants: 181Miss Porter's School 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Miss Porter's School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Miss Porter's School 403(b) Retirement Plan side-by-side with 3 peers →

Miss Porter's School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Unity Health Care, Inc. 403(b) Plan in DC ($54M); by covered participants it is Calais Community Hospital Tax Sheltered Annuity Plan in ME (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Miss Porter's School 403(b) Retirement Plan assets move in 2023? ▼
Miss Porter's School 403(b) Retirement Plan grew sharply - up 17.0% during 2023, from $46M to $54M. Reported net income was $8M.
How have Miss Porters School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Miss Porters School, Inc.'s sponsor-wide assets grew 25.8%, from $46M to $58M.
Where does Miss Porter's School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Miss Porter's School 403(b) Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Miss Porter's School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Unity Health Care, Inc. 403(b) Plan in DC ($54M, 913 participants).
Which Other plans cover a similar participant headcount to Miss Porter's School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Calais Community Hospital Tax Sheltered Annuity Plan in ME (181 participants, $12M 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 060646786.

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.