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
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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

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

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.

See the national 2022→2023 release diff →

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

Neighborhood Healthcare 403(b) Retirement PlanNeighborhood Healthcare 403(…$49MEmma Willard School Defined Contribution and Tax Deferred Annuity Retirement PlanEmma Willard School Defined …$49MLegal Services Corporation 403b PlanLegal Services Corporation 4…$49MSreb Retirement Plan$49MShipley School Defined Contribution Retirement PlanShipley School Defined Contr…$49M
End-of-year total assets ($M) among Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$49M
Net Income$5M
Employer EIN141338390
Plan Effective Date1937-05-10
Filing StatusFILING 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
$40M$45M$50M$55M 202220232024 $43.3M $53.8M ▲ +24.3%
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.

Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan, Total assets ($B): 0.048754683 · Participants: 154Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement 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
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan vs. nearby Other plans in New York, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan assets move in 2023?
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan grew at a solid clip - up 12.5% during 2023, from $43M to $49M. Reported net income was $5M.
How have Emma Willard School plan assets changed over time?
Across 3 plan years on file (2022-2024), Emma Willard School's sponsor-wide assets grew 24.3%, from $43M to $54M.
Where does Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan rank by assets among Form 5500 filers?
Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan ranks in the 85th 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 Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan?
Among Other plans in other states, the closest by assets is Neighborhood Healthcare 403(b) Retirement Plan in CA ($49M, 1,077 participants).
Which Other plans cover a similar participant headcount to Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan?
Among Other plans in other states, the closest by covered participants is Eversight 403(b) DC Plan in MI (154 participants, $23M in assets).