Other · DOL Form 5500 · 2023

Horace Mann School Retirement Plan

Data updated 2026-08-25

$229M
Total assets Near avg plan size
397
Participants Below avg headcount
95th
Percentile by assets National rank
$576,861
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Horace Mann School Retirement and Savings Plan · Sponsored by Horace Mann School · New York · Educational Services

$229M in assets, 397 participants

Horace Mann School's Horace Mann School Retirement and Savings Plan reported $229M in total assets and 397 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,448 in Educational Services (3,735 peers)

Coverage in New York

Horace Mann School Retirement and Savings Plan covers 397 participants in New York, about 50% of the average New York filer (state average ~798 per filing). Assets: $229M.

#3,448
in Educational Services (3,735 peers)
+12.6%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Horace Mann School Retirement and Savings Plan's outsized position by total assets

Horace Mann School Retirement and Savings Plan vs every filed plan by assets

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

$229,013,731 Top 5% higher than 95% 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

Horace Mann School Retirement and Savings 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. Horace Mann School Retirement and Savings Plan sits mid-pack in the medium band (397 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Horace Mann School Retirement and Savings Plan reported net income rose from -$25M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Horace Mann School Retirement and Savings Plan end-of-year assets rose from $203M in the plan year 2022 filing to $229M in the plan year 2023 filing.
  • Horace Mann School Retirement and Savings Plan reported participants rose from 392 in the plan year 2022 filing to 397 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131740455 · Horace Mann School PY 2023 · Other

Horace Mann School Retirement and Savings Plan · $229M · 397 · 95th

  • IND $229M
  • EOY 397
  • 5500 95th
  • ASSETS Other
  • PCT near Bracewell LLP 401(k) Plan a
  • EIN ind #3448

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 →

Horace Mann School Retirement and Savings Plan in the asset neighbourhood

Woods Hole Oceanographic Institution Defined Contribution Retirement PlanWoods Hole Oceanographic Ins…$230MHorace Mann School Retirement and Savings PlanHorace Mann School Retiremen…$229MBracewell LLP 401(k) Plan a$229MWheaton College Retirement PlanWheaton College Retirement P…$228MCamc Health System, Inc. Retirement Savings PlanCamc Health System, Inc. Ret…$228M
End-of-year total assets ($M) among Horace Mann School Retirement and Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$203M
Net Assets (End of Year)$229M
Net Income$26M
Employer EIN131740455
Plan Effective Date1945-06-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Horace Mann School)

Sponsor-wide plan assets over time

All Horace Mann School plans reported in each filing year

Latest sponsor-wide plan assets
$252M 24.051581966377718% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $203M $252M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 392 $203M
2023 1 397 $229M
2024 1 397 $252M

Nearby Other Plans in New York

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

Horace Mann School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Horace Mann School Retirement and Savings Plan, Total assets ($B): 0.229013731 · Participants: 397Horace Mann School Retirement and Savings 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
Horace Mann School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare Horace Mann School Retirement and Savings Plan side-by-side with 3 peers →

Horace Mann School Retirement and Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Bracewell LLP 401(k) Plan a in TX ($229M); by covered participants it is Greenwich Country Day School Defined Contribution Plan in CT (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Horace Mann School Retirement and Savings Plan assets move in 2023? ▼
Horace Mann School Retirement and Savings Plan grew at a solid clip - up 12.6% during 2023, from $203M to $229M. Reported net income was $26M.
How have Horace Mann School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horace Mann School's sponsor-wide assets grew 24.1%, from $203M to $252M.
Where does Horace Mann School Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Horace Mann School Retirement and Savings Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Horace Mann School Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by assets is Bracewell LLP 401(k) Plan a in TX ($229M, 525 participants).
Which Other plans cover a similar participant headcount to Horace Mann School Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Greenwich Country Day School Defined Contribution Plan in CT (397 participants, $115M 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 131740455.

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.