Other · DOL Form 5500 · 2023

Isidore Newman School Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
79
Participants Small participant base
60th
Percentile by assets National rank
$135,614
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Isidore Newman School Retirement Plan · Sponsored by Isidore Newman School · Louisiana · Educational Services

$11M in assets, 79 participants

Isidore Newman School's Isidore Newman School Retirement Plan reported $11M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,617 in Educational Services (3,735 peers)

Isidore Newman School multi-year trail

Isidore Newman School's plans moved +29.4% in assets from 2022 to 2024; this filing shows Isidore Newman School Retirement Plan at $11M / 79 participants.

#1,617
in Educational Services (3,735 peers)
+11.2%
assets growth YoY

Isidore Newman School Retirement Plan's mid-pack asset rank among Educational Services and all filers

Isidore Newman School Retirement Plan vs every filed plan by assets

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

$10,713,543 Top 40% higher than 60% 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

Isidore Newman School Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Isidore Newman School Retirement Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isidore Newman School Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Isidore Newman School Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Isidore Newman School Retirement Plan reported participants fell from 80 in the plan year 2022 filing to 79 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 720408935 · Isidore Newman School PY 2023 · Other

Isidore Newman School Retirement Plan · $11M · 79 · 60th

  • ASSETS $11M
  • PCT 79
  • EIN 60th
  • RANK Other
  • PHOTO near Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan
  • IND ind #1617

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 Louisiana →

Isidore Newman School Retirement Plan in the asset neighbourhood

Effingham Hospital Tsa Plan$11MIsidore Newman School Retirement PlanIsidore Newman School Retire…$11MShenandoah Valley Westminster-Canterbury 403(b) Retirement PlanShenandoah Valley Westminste…$11MAve Maria 403(b) Retirement PlanAve Maria 403(b) Retirement …$11MPathlight Inc. 403(b) Retirement Savings PlanPathlight Inc. 403(b) Retire…$11M
End-of-year total assets ($M) among Isidore Newman School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Isidore Newman School multi-year asset trail

Sponsor-wide plan assets over time

All Isidore Newman School plans reported in each filing year

Latest sponsor-wide plan assets
$44M 29.378558959762973% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.3M $44.4M ▲ +29.4%
Year Plans Participants Total Assets
2022 2 357 $34M
2023 2 352 $40M
2024 2 342 $44M

Isidore Newman School filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN720408935
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Louisiana

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

Isidore Newman School Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants Isidore Newman School Retirement Plan, Total assets ($M): 10.713543 · Participants: 79Isidore Newman School Retirement PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 744.093686 · Participants: 3591Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 541.718024 · Participants: 7483Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 477.060323 · Participants: 24322Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 291.399935 · Participants: 3064Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 270.024566 · Participants: 721Loyola University Retirement Plan
Isidore Newman School Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare Isidore Newman School Retirement Plan side-by-side with 3 peers →

Isidore Newman School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan in VA ($11M); by covered participants it is The Chandler School DC Retirement Plan in CA (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Isidore Newman School Retirement Plan assets move in 2023? ▼
Isidore Newman School Retirement Plan grew at a solid clip - up 11.2% during 2023, from $10M to $11M. Reported net income was $1M.
How have Isidore Newman School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isidore Newman School's sponsor-wide assets grew 29.4%, from $34M to $44M.
Which Other plans are similar in size to Isidore Newman School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Shenandoah Valley Westminster-Canterbury 403(b) Retirement Plan in VA ($11M, 288 participants).
Which Other plans cover a similar participant headcount to Isidore Newman School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Chandler School DC Retirement Plan in CA (79 participants, $19M 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 720408935.

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.