Other · DOL Form 5500 · 2023

Calhoun School Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
195
Participants Below avg headcount
88th
Percentile by assets National rank
$327,432
Avg per participant High balance/head
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Official DOL plan name: Calhoun School 403(b) DC Plan · Sponsored by Calhoun School · New York · Educational Services

$64M in assets, 195 participants

Calhoun School's Calhoun School 403(b) DC Plan reported $64M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,921 in Educational Services (3,735 peers)

Coverage in New York

Calhoun School 403(b) DC Plan covers 195 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $64M.

#2,921
in Educational Services (3,735 peers)
+15.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Calhoun School 403(b) DC Plan's outsized position by total assets

Calhoun School 403(b) DC Plan vs every filed plan by assets

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

$63,849,269 Top 12% higher than 88% 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

Calhoun 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. Calhoun School 403(b) DC Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calhoun School 403(b) DC Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Calhoun School 403(b) DC Plan end-of-year assets rose from $55M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Calhoun School 403(b) DC Plan reported participants rose from 174 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131623919 · Calhoun School PY 2023 · Other

Calhoun School 403(b) DC Plan · $64M · 195 · 88th

  • PCT $64M
  • EIN 195
  • RANK 88th
  • PHOTO Other
  • IND near The Hill School Defined Contribution Retirement Plan
  • EOY ind #2921

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 →

Calhoun School 403(b) DC Plan in the asset neighbourhood

Westminster School Defined Contribution PlanWestminster School Defined C…$64MMarietta Health Care Physicians, Inc. 403(b) PlanMarietta Health Care Physici…$64MHusson University Section 403(b) Retirement PlanHusson University Section 40…$64MCalhoun School 403(b) DC Plan$64MThe Hill School Defined Contribution Retirement PlanThe Hill School Defined Cont…$64M
End-of-year total assets ($M) among Calhoun School 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$64M
Net Income$8M
Employer EIN131623919
Plan Effective Date1970-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calhoun School)

Sponsor-wide plan assets over time

All Calhoun School plans reported in each filing year

Latest sponsor-wide plan assets
$69M 24.441253229323895% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.4M $69M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 174 $55M
2023 1 195 $64M
2024 1 179 $69M

Nearby Other Plans in New York

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

Calhoun School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Calhoun School 403(b) DC Plan, Total assets ($B): 0.063849269 · Participants: 195Calhoun School 403(b) DC 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
Calhoun School 403(b) DC Plan vs. nearby Other plans in New York, assets vs. participants
Compare Calhoun School 403(b) DC Plan side-by-side with 3 peers →

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

Outside New York, the nearest Other by assets is The Hill School Defined Contribution Retirement Plan in PA ($64M); by covered participants it is Mcpherson College 403(b) Plan in KS (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Calhoun School 403(b) DC Plan assets move in 2023? ▼
Calhoun School 403(b) DC Plan grew sharply - up 15.2% during 2023, from $55M to $64M. Reported net income was $8M.
How have Calhoun School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calhoun School's sponsor-wide assets grew 24.4%, from $55M to $69M.
Where does Calhoun School 403(b) DC Plan rank by assets among Form 5500 filers? ▼
Calhoun School 403(b) DC Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Calhoun School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is The Hill School Defined Contribution Retirement Plan in PA ($64M, 260 participants).
Which Other plans cover a similar participant headcount to Calhoun School 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Mcpherson College 403(b) Plan in KS (195 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 131623919.

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.