Other · DOL Form 5500 · 2023
New Canaan Country School, Inc. Retirement Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 159
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $355,772
- Avg per participant High balance/head
Official DOL plan name: New Canaan Country School DC Retirement Plan · Sponsored by New Canaan Country School, Inc. · Connecticut · Educational Services
$57M in assets, 159 participants
New Canaan Country School, Inc.'s New Canaan Country School DC Retirement Plan reported $57M in total assets and 159 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.
- #2,844 in Educational Services (3,735 peers)
Coverage in Connecticut
New Canaan Country School DC Retirement Plan covers 159 participants in Connecticut, about 22% of the average Connecticut filer (state average ~718 per filing). Assets: $57M.
- #2,844
- in Educational Services (3,735 peers)
- +12.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
New Canaan Country School DC Retirement Plan's outsized position by total assets
New Canaan Country School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,567,747 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
New Canaan Country School DC 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. New Canaan Country School DC Retirement Plan sits mid-pack in the medium band (159 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Canaan Country School DC Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- New Canaan Country School DC Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- New Canaan Country School DC Retirement Plan reported participants rose from 153 in the plan year 2022 filing to 159 in the plan year 2023 filing.
DOL schedule card
Filing strip 060646765 · New Canaan Country School, Inc. PY 2023 · Other
New Canaan Country School DC Retirement Plan · $57M · 159 · 87th
- IND $57M
- EOY 159
- 5500 87th
- ASSETS Other
- PCT near Public Health Solutions 403(b) Plan
- EIN ind #2844
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 →
New Canaan Country School DC Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $6M |
| Employer EIN | 060646765 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Canaan Country School, Inc.)
Sponsor-wide plan assets over time
All New Canaan Country School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 23.46255326132189% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $50M |
| 2023 | 1 | 159 | $57M |
| 2024 | 1 | 161 | $62M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
New Canaan Country School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Public Health Solutions 403(b) Plan in NY ($57M); by covered participants it is New America Foundation 403(b) DC Plan in DC (159 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- Public Health Solutions 403(b) Plan (NY) $57M · 594
- The American Bible Society Section 403(b) Savings & Retirement Plan (PA) $56M · 196
- Walsh University Retirement Plan (OH) $57M · 433
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan (GA) $56M · 1,493
Similar participant headcount
Nearest other-state filings by covered participants (159 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.