Other · DOL Form 5500 · 2023
Pomfret School Retirement Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 160
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $272,721
- Avg per participant High balance/head
Official DOL plan name: Pomfret School 403(b) Retirement Plan · Sponsored by Pomfret School · Connecticut · Educational Services
$44M in assets, 160 participants
Pomfret School's Pomfret School 403(b) Retirement Plan reported $44M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,675 in Educational Services (3,735 peers)
Coverage in Connecticut
Pomfret School 403(b) Retirement Plan covers 160 participants in Connecticut, about 22% of the average Connecticut filer (state average ~718 per filing). Assets: $44M.
- #2,675
- in Educational Services (3,735 peers)
- +15.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Pomfret School 403(b) Retirement Plan's outsized position by total assets
Pomfret School 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,635,342 Top 16% higher than 84% 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
Pomfret 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. Pomfret School 403(b) Retirement Plan sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pomfret School 403(b) Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Pomfret School 403(b) Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Pomfret School 403(b) Retirement Plan reported participants fell from 167 in the plan year 2022 filing to 160 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 060646784 · Pomfret School PY 2023 · Other
Pomfret School 403(b) Retirement Plan · $44M · 160 · 84th
- ASSETS $44M
- PCT 160
- EIN 84th
- RANK Other
- PHOTO near 403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc.
- IND ind #2675
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 →
Pomfret School 403(b) Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $6M |
| Employer EIN | 060646784 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pomfret School)
Sponsor-wide plan assets over time
All Pomfret School plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 28.33543372348169% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $38M |
| 2023 | 1 | 160 | $44M |
| 2024 | 1 | 168 | $48M |
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
Pomfret School 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is 403(b) Thrift Plan for Employees of Visiting Nurse Association of Boston Foundation, Inc. in MA ($44M); by covered participants it is Cornerstone Vna Retirement Plan in NH (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- Cornerstone Vna Retirement Plan (NH) 160 · 0 off
- League School of Greater Boston, Inc. 403(b) Plan (MA) 160 · 0 off
- 403(b) Thrift Plan Sponsored by Legal Services (NY) 160 · 0 off
- 403(b) Thrift Plan for S.P.C.a. of Texas (TX) 160 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.