Other · DOL Form 5500 · 2023

Ethical Culture Fieldston School Retirement Plan

Data updated 2026-08-25

$187M
Total assets Near avg plan size
436
Participants Below avg headcount
94th
Percentile by assets National rank
$429,578
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan · Sponsored by Ethical Culture Fieldston School · New York · Educational Services

$187M in assets, 436 participants

Ethical Culture Fieldston School's Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan reported $187M in total assets and 436 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.

  • #3,391 in Educational Services (3,735 peers)

Where Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan sits by assets

Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $187M for 436 participants (~$429,578/participant), up 14.5% in 2023.

#3,391
in Educational Services (3,735 peers)
+14.5%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan's outsized position by total assets

Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan vs every filed plan by assets

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

$187,296,130 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

Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity 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. Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan sits mid-pack in the medium band (436 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan reported net income rose from -$19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan end-of-year assets rose from $164M in the plan year 2022 filing to $187M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133862529 · Ethical Culture Fieldston School PY 2023 · Other

Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan · $187M · 436 · 94th

  • VS-ST $187M
  • BOY 436
  • SCH 94th
  • EBSA Other
  • PART near St. Clair Hospital Savings Plan
  • TYPE ind #3391

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 New York →

Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan in the asset neighbourhood

University of Evansville Defined Contribution Retirement PlanUniversity of Evansville Def…$188MCampbell University Defined Contribution Retirement PlanCampbell University Defined …$188MEthical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity PlanEthical Culture Fieldston Sc…$187MSt. Clair Hospital Savings PlanSt. Clair Hospital Savings P…$187MFreeman Employee Savings Plan$187M
End-of-year total assets ($M) among Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$164M
Net Assets (End of Year)$187M
Net Income$24M
Employer EIN133862529
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ethical Culture Fieldston School)

Sponsor-wide plan assets over time

All Ethical Culture Fieldston School plans reported in each filing year

Latest sponsor-wide plan assets
$206M 26.05825505163028% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $164M $206M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 437 $164M
2023 1 436 $187M
2024 1 427 $206M

Nearby Other Plans in New York

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

Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan, Total assets ($B): 0.18729613 · Participants: 436Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan side-by-side with 3 peers →

Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is St. Clair Hospital Savings Plan in PA ($187M); by covered participants it is Chicago Horticultural Society 403(b) Retirement Plan in IL (436 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187M here).

Similar participant headcount

Nearest other-state filings by covered participants (436 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 Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan assets move in 2023? ▼
Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan grew at a solid clip - up 14.5% during 2023, from $164M to $187M. Reported net income was $24M.
How have Ethical Culture Fieldston School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethical Culture Fieldston School's sponsor-wide assets grew 26.1%, from $164M to $206M.
Where does Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity 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 Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is St. Clair Hospital Savings Plan in PA ($187M, 2,079 participants).
Which Other plans cover a similar participant headcount to Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Chicago Horticultural Society 403(b) Retirement Plan in IL (436 participants, $51M 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 133862529.

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.