Other · DOL Form 5500 · 2023

The Taft School Retirement Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
270
Participants Below avg headcount
92nd
Percentile by assets National rank
$435,871
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Taft School 403(b) Retirement Plan · Sponsored by The Taft School · Connecticut · Educational Services

$118M in assets, 270 participants

The Taft School's The Taft School 403(b) Retirement Plan reported $118M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,238 in Educational Services (3,735 peers)

Coverage in Connecticut

The Taft School 403(b) Retirement Plan covers 270 participants in Connecticut, about 38% of the average Connecticut filer (state average ~718 per filing). Assets: $118M.

#3,238
in Educational Services (3,735 peers)
+11.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Taft School 403(b) Retirement Plan's outsized position by total assets

The Taft School 403(b) Retirement Plan vs every filed plan by assets

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

$117,685,230 Top 8% higher than 92% 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

The Taft School 403(b) 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. The Taft School 403(b) Retirement Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Taft School 403(b) Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • The Taft School 403(b) Retirement Plan end-of-year assets rose from $106M in the plan year 2022 filing to $118M in the plan year 2023 filing.
  • The Taft School 403(b) Retirement Plan reported participants rose from 245 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060646921 · The Taft School PY 2023 · Other

The Taft School 403(b) Retirement Plan · $118M · 270 · 92nd

  • IND $118M
  • IND 270
  • IND 92nd
  • IND Other
  • IND near Shore Health System, Inc. 401(k) Plan
  • IND ind #3238

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 →

The Taft School 403(b) Retirement Plan in the asset neighbourhood

Window to the World Communications, Inc. Defined Contribution Retirement PlanWindow to the World Communic…$118MSaint Francis University Retirement PlanSaint Francis University Ret…$118MThe Taft School 403(b) Retirement PlanThe Taft School 403(b) Retir…$118MShore Health System, Inc. 401(k) PlanShore Health System, Inc. 40…$118MThe Leukemia & Lymphoma Society, Inc. 403(b) PlanThe Leukemia & Lymphoma Soci…$117M
End-of-year total assets ($M) among The Taft School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$106M
Net Assets (End of Year)$118M
Net Income$12M
Employer EIN060646921
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Taft School)

Sponsor-wide plan assets over time

All The Taft School plans reported in each filing year

Latest sponsor-wide plan assets
$121M 14.213525097694388% vs 2022
2024 filing year
$100M$105M$110M$115M$120M$125M 202220232024 $106M $121M ▲ +14.2%
Year Plans Participants Total Assets
2022 1 245 $106M
2023 1 270 $118M
2024 1 290 $121M

Nearby Other Plans in Connecticut

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

The Taft School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The Taft School 403(b) Retirement Plan, Total assets ($B): 0.11768523 · Participants: 270The Taft School 403(b) 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
The Taft School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The Taft School 403(b) Retirement Plan side-by-side with 3 peers →

The Taft School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Shore Health System, Inc. 401(k) Plan in MD ($118M); by covered participants it is Longwood at Oakmont Retirement Savings Plan in PA (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 The Taft School 403(b) Retirement Plan assets move in 2023? ▼
The Taft School 403(b) Retirement Plan grew at a solid clip - up 11.2% during 2023, from $106M to $118M. Reported net income was $12M.
How have The Taft School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Taft School's sponsor-wide assets grew 14.2%, from $106M to $121M.
Where does The Taft School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
The Taft School 403(b) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Taft School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Shore Health System, Inc. 401(k) Plan in MD ($118M, 1,243 participants).
Which Other plans cover a similar participant headcount to The Taft School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Longwood at Oakmont Retirement Savings Plan in PA (270 participants, $3M 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 060646921.

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.