Other · DOL Form 5500 · 2023

Salisbury School Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
174
Participants Small participant base
81st
Percentile by assets National rank
$192,449
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Salisbury School DC Retirement Plan · Sponsored by Salisbury School · Connecticut · Educational Services

$33M in assets, 174 participants

Salisbury School's Salisbury School DC Retirement Plan reported $33M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,481 in Educational Services (3,735 peers)

Coverage in Connecticut

Salisbury School DC Retirement Plan covers 174 participants in Connecticut, about 24% of the average Connecticut filer (state average ~718 per filing). Assets: $33M.

#2,481
in Educational Services (3,735 peers)
+18.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Salisbury School DC Retirement Plan's outsized position by total assets

Salisbury School DC Retirement Plan vs every filed plan by assets

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

$33,486,188 Top 19% higher than 81% 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

Salisbury 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. Salisbury School DC Retirement Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Salisbury School DC Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Salisbury School DC Retirement Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Salisbury School DC Retirement Plan reported participants fell from 178 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060646888 · Salisbury School PY 2023 · Other

Salisbury School DC Retirement Plan · $33M · 174 · 81st

  • EBSA $33M
  • PART 174
  • TYPE 81st
  • NET Other
  • BOOK near Joint Township District Memorial Hospital Deferred Annuity Plan
  • VS-ST ind #2481

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 →

Salisbury School DC Retirement Plan in the asset neighbourhood

Tiaa-Cref Tax Deferred Annuity for All Employees OTiaa-Cref Tax Deferred Annui…$34MThe Winston Preparatory School 403(b) DC PlanThe Winston Preparatory Scho…$34MJoint Township District Memorial Hospital Deferred Annuity PlanJoint Township District Memo…$34MSalisbury School DC Retirement PlanSalisbury School DC Retireme…$33MLaurel School Defined Contribution Retirement PlanLaurel School Defined Contri…$33M
End-of-year total assets ($M) among Salisbury School DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN060646888
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Salisbury School)

Sponsor-wide plan assets over time

All Salisbury School plans reported in each filing year

Latest sponsor-wide plan assets
$37M 30.554902068832995% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.3M $37M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 178 $28M
2023 1 174 $33M
2024 1 183 $37M

Nearby Other Plans in Connecticut

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

Salisbury School DC Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Salisbury School DC Retirement Plan, Total assets ($B): 0.033486188 · Participants: 174Salisbury School DC 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
Salisbury School DC Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Salisbury School DC Retirement Plan side-by-side with 3 peers →

Salisbury School DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Joint Township District Memorial Hospital Deferred Annuity Plan in OH ($34M); by covered participants it is Kansas City Care Clinic Retirement Plan in MO (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Salisbury School DC Retirement Plan assets move in 2023? ▼
Salisbury School DC Retirement Plan grew sharply - up 18.3% during 2023, from $28M to $33M. Reported net income was $5M.
How have Salisbury School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Salisbury School's sponsor-wide assets grew 30.6%, from $28M to $37M.
Where does Salisbury School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Salisbury School DC Retirement Plan ranks in the 81st 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 Salisbury School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Joint Township District Memorial Hospital Deferred Annuity Plan in OH ($34M, 382 participants).
Which Other plans cover a similar participant headcount to Salisbury School DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kansas City Care Clinic Retirement Plan in MO (174 participants, $4M 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 060646888.

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.