Other · DOL Form 5500 · 2023
Emma Willard School Retirement Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 154
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $316,589
- Avg per participant High balance/head
Official DOL plan name: Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan · Sponsored by Emma Willard School · New York · Educational Services
$49M in assets, 154 participants
Emma Willard School's Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan reported $49M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #2,752 in Educational Services (3,735 peers)
Coverage in New York
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan covers 154 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $49M.
- #2,752
- in Educational Services (3,735 peers)
- +12.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan's outsized position by total assets
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$48,754,683 Top 15% higher than 85% 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
Emma Willard School Defined Contribution and Tax Deferred Annuity 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. Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan reported participants rose from 145 in the plan year 2022 filing to 154 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 141338390 · Emma Willard School PY 2023 · Other
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan · $49M · 154 · 85th
- PART $49M
- TYPE 154
- NET 85th
- BOOK Other
- VS-ST near Neighborhood Healthcare 403(b) Retirement Plan
- BOY ind #2752
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 →
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $5M |
| Employer EIN | 141338390 |
| Plan Effective Date | 1937-05-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Emma Willard School)
Sponsor-wide plan assets over time
All Emma Willard School plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 24.25269776606079% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 145 | $43M |
| 2023 | 1 | 154 | $49M |
| 2024 | 1 | 146 | $54M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Neighborhood Healthcare 403(b) Retirement Plan in CA ($49M); by covered participants it is Eversight 403(b) DC Plan in MI (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Neighborhood Healthcare 403(b) Retirement Plan (CA) $49M · 1,077
- Legal Services Corporation 403b Plan (DC) $49M · 180
- Sreb Retirement Plan (GA) $49M · 110
- Shipley School Defined Contribution Retirement Plan (PA) $49M · 394
Similar participant headcount
Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.
- Eversight 403(b) DC Plan (MI) 154 · 0 off
- The Field School, Inc. 403(b) DC Plan (DC) 154 · 0 off
- Impact Tax Deferred Annuity Plan (CA) 154 · 0 off
- Ardmore, Inc. Employees Retirement Plan (OH) 154 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.