Other · DOL Form 5500 · 2023

Rumsey Hall School Retirement Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
104
Participants Small participant base
70th
Percentile by assets National rank
$167,991
Avg per participant Above avg balance/head
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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.

  • #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.

#1,969
in Educational Services (3,735 peers)
+15.4%
assets growth YoY

Rumsey Hall School 403(b) DC Plan's outsized position 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

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

Rumsey Hall School 403(b) DC 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. Rumsey Hall School 403(b) DC Plan sits mid-pack in the medium band (104 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060692379 · Rumsey Hall School PY 2023 · Other

Rumsey Hall School 403(b) DC Plan · $17M · 104 · 70th

  • SCH $17M
  • EBSA 104
  • PART 70th
  • TYPE Other
  • NET near Community Services for Children, Inc. Profit Sharing Plan
  • BOOK ind #1969

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 →

Rumsey Hall School 403(b) DC Plan in the asset neighbourhood

Rumsey Hall School 403(b) DC PlanRumsey Hall School 403(b) DC…$17MCommunity Services for Children, Inc. Profit Sharing PlanCommunity Services for Child…$17MOpportunity International Employees' 403(b) ProgramOpportunity International Em…$17MKai Ming, Inc. 403(b) Defined Contribution Retirement PlanKai Ming, Inc. 403(b) Define…$17MSunset Community Health Center, Inc. 403(b) PlanSunset Community Health Cent…$17M
End-of-year total assets ($M) among Rumsey Hall School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN060692379
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rumsey Hall School)

Sponsor-wide plan assets over time

All Rumsey Hall School plans reported in each filing year

Latest sponsor-wide plan assets
$20M 31.273275887747236% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $19.9M ▲ +31.3%
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.

Rumsey Hall School 403(b) DC Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Rumsey Hall School 403(b) DC Plan, Total assets ($B): 0.017471078 · Participants: 104Rumsey Hall School 403(b) DC 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
Rumsey Hall School 403(b) DC Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Rumsey Hall School 403(b) DC Plan side-by-side with 3 peers →

Rumsey Hall School 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Community Services for Children, Inc. Profit Sharing Plan in PA ($17M); by covered participants it is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Rumsey Hall School 403(b) DC Plan assets move in 2023? ▼
Rumsey Hall School 403(b) DC Plan grew sharply - up 15.4% during 2023, from $15M to $17M. Reported net income was $2M.
How have Rumsey Hall School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rumsey Hall School's sponsor-wide assets grew 31.3%, from $15M to $20M.
Which Other plans are similar in size to Rumsey Hall School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Community Services for Children, Inc. Profit Sharing Plan in PA ($17M, 365 participants).
Which Other plans cover a similar participant headcount to Rumsey Hall School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Mayfield Junior School of the Holy Child Jesus Defined Contribution Retirement Plan in CA (104 participants, $24M 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 060692379.

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.