Other · DOL Form 5500 · 2023
Rumsey Hall School Retirement Plan
Data updated 2026-08-11
- $17M
- Total assets
- 104
- Participants
- 70th
- Percentile by assets
- $167,991
- Avg per participant
Official DOL plan name: Rumsey Hall School 403(b) DC Plan · Sponsored by Rumsey Hall School · Connecticut · Educational Services
$17M in assets, 104 participants
Rumsey Hall School's Rumsey Hall School 403(b) DC Plan reported $17M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- 70th percentile by assets (of 127,072 plans)
- #1,969 in Educational Services (3,735 peers)
Coverage in Connecticut
Rumsey Hall School 403(b) DC Plan covers 104 participants in Connecticut, about 14% of the average Connecticut filer (state average ~718 per filing). Assets: $17M.
- $17M
- total plan assets (2023 EOY)
- 104
- covered participants
- 70th
- percentile by assets (of 127,072 plans)
- $167,991
- avg assets per participant
Where Rumsey Hall School 403(b) DC Plan sits by total assets
Rumsey Hall School 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,471,078 Top 30% higher than 70% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rumsey Hall School 403(b) DC Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Rumsey Hall School 403(b) DC Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Rumsey Hall School 403(b) DC Plan reported participants fell from 108 in the plan year 2022 filing to 104 in the plan year 2023 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Rumsey Hall School 403(b) DC Plan reports 104 participants - about 14% of that state average ($17M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 060692379 |
| Plan Effective Date | 1981-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rumsey Hall School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $15M |
| 2023 | 1 | 104 | $17M |
| 2024 | 1 | 134 | $20M |
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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Rumsey Hall School 403(b) DC Plan by total assets, not by location.
Frequently Asked Questions
How did Rumsey Hall School 403(b) DC Plan assets move in 2023? ▼
How have Rumsey Hall School plan assets changed over time? ▼
Which Other plans are similar in size to Rumsey Hall School 403(b) DC Plan? ▼
Next read for Rumsey Hall School 403(b) DC Plan
Filing takeaways
Ways to act on Rumsey Hall School 403(b) DC Plan's numbers.
- By total assets, Rumsey Hall School 403(b) DC Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Rumsey Hall School's sponsor-wide assets have grown 31.3% since 2022 across 3 plan years on file. More Educational Services plans