Other · DOL Form 5500 · 2023

The Hotchkiss School Retirement Plan

Data updated 2026-08-25

$167M
Total assets Near avg plan size
380
Participants Below avg headcount
94th
Percentile by assets National rank
$440,389
Avg per participant High balance/head
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Official DOL plan name: The Hotchkiss School 403(b) Retirement Plan · Sponsored by The Hotchkiss School · Connecticut · Educational Services

$167M in assets, 380 participants

The Hotchkiss School's The Hotchkiss School 403(b) Retirement Plan reported $167M in total assets and 380 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,359 in Educational Services (3,735 peers)

Where The Hotchkiss School 403(b) Retirement Plan sits by assets

The Hotchkiss School 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $167M for 380 participants (~$440,389/participant), up 11.4% in 2023.

#3,359
in Educational Services (3,735 peers)
+11.4%
assets growth YoY
1.7×
vs typical plan assets (national mean)

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

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

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

$167,347,946 Top 6% higher than 94% 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 Hotchkiss 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 Hotchkiss School 403(b) Retirement Plan sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Hotchkiss School 403(b) Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • The Hotchkiss School 403(b) Retirement Plan end-of-year assets rose from $150M in the plan year 2022 filing to $167M in the plan year 2023 filing.
  • The Hotchkiss School 403(b) Retirement Plan reported participants rose from 367 in the plan year 2022 filing to 380 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060647018 · The Hotchkiss School PY 2023 · Other

The Hotchkiss School 403(b) Retirement Plan · $167M · 380 · 94th

  • IND $167M
  • EOY 380
  • 5500 94th
  • ASSETS Other
  • PCT near Westminster Schools Defined Contribution Retirement Plan
  • EIN ind #3359

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 Hotchkiss School 403(b) Retirement Plan in the asset neighbourhood

Center for Creative Leadership Retirement Savings PlanCenter for Creative Leadersh…$168MCapital University 403(b) Retirement PlanCapital University 403(b) Re…$168MWestminster Schools Defined Contribution Retirement PlanWestminster Schools Defined …$168MThe Hotchkiss School 403(b) Retirement PlanThe Hotchkiss School 403(b) …$167MEmerson Health System Retirement Savings PlanEmerson Health System Retire…$167M
End-of-year total assets ($M) among The Hotchkiss School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$150M
Net Assets (End of Year)$167M
Net Income$17M
Employer EIN060647018
Plan Effective Date1924-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Hotchkiss School)

Sponsor-wide plan assets over time

All The Hotchkiss School plans reported in each filing year

Latest sponsor-wide plan assets
$184M 22.40396277886482% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $150M $184M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 367 $150M
2023 1 380 $167M
2024 1 380 $184M

Nearby Other Plans in Connecticut

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

The Hotchkiss School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The Hotchkiss School 403(b) Retirement Plan, Total assets ($B): 0.167347946 · Participants: 380The Hotchkiss 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 Hotchkiss School 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The Hotchkiss School 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest Other by assets is Westminster Schools Defined Contribution Retirement Plan in GA ($168M); by covered participants it is Lewis University 403(b) Defined Contribution Retirement Plan in IL (380 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Hotchkiss School 403(b) Retirement Plan assets move in 2023? ▼
The Hotchkiss School 403(b) Retirement Plan grew at a solid clip - up 11.4% during 2023, from $150M to $167M. Reported net income was $17M.
How have The Hotchkiss School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Hotchkiss School's sponsor-wide assets grew 22.4%, from $150M to $184M.
Where does The Hotchkiss School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
The Hotchkiss School 403(b) Retirement Plan ranks in the 94th 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 Hotchkiss School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Westminster Schools Defined Contribution Retirement Plan in GA ($168M, 469 participants).
Which Other plans cover a similar participant headcount to The Hotchkiss School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lewis University 403(b) Defined Contribution Retirement Plan in IL (380 participants, $22M 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 060647018.

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.