Other · DOL Form 5500 · 2023
The New School Retirement Plan
Data updated 2026-08-11
- $606M
- Total assets
- 4,337
- Participants
- 98th
- Percentile by assets
- $139,652
- Avg per participant
Official DOL plan name: The New School 403(b) Retirement Plan · Sponsored by The New School · New York · Educational Services
$606M in assets, 4,337 participants
The New School's The New School 403(b) Retirement Plan reported $606M in total assets and 4,337 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #3,622 in Educational Services (3,735 peers)
Coverage in New York
The New School 403(b) Retirement Plan covers 4,337 participants in New York, 5.4x the typical New York plan (state average ~798 per filing). Assets: $606M.
- $606M
- total plan assets (2023 EOY)
- 4,337
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $139,652
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The New School 403(b) Retirement Plan reported net income rose from -$74M in the plan year 2022 filing to $79M in the plan year 2023 filing.
- The New School 403(b) Retirement Plan end-of-year assets rose from $527M in the plan year 2022 filing to $606M in the plan year 2023 filing.
- The New School 403(b) Retirement Plan reported participants rose from 3,984 in the plan year 2022 filing to 4,337 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. The New School 403(b) Retirement Plan reports 4,337 participants - 5.4x that state average ($606M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $527M |
|---|---|
| Net Assets (End of Year) | $606M |
| Net Income | $79M |
| Employer EIN | 133297197 |
| Plan Effective Date | 1961-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The New School)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,984 | $527M |
| 2023 | 1 | 4,337 | $606M |
| 2024 | 1 | 4,660 | $670M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
The New School 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Similar-Sized Other Plans Nationally
Other plans in other states closest to The New School 403(b) Retirement Plan by total assets, not by location.
- Beacon Retirement Savings 403(b) Plan (IN) $603M · 7,172
- IBEW Local 351 Surety Plan (NJ) $602M · 2,319
- Samaritan Health Services Tax Sheltered Annuity Pl (OR) $615M · 6,234
- University of Dayton Tax Deferred Annuity Plan (OH) $616M · 4,308
Frequently Asked Questions
How did The New School 403(b) Retirement Plan assets move in 2023? ▼
How have The New School plan assets changed over time? ▼
Where does The New School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The New School 403(b) Retirement Plan? ▼
Next read for The New School 403(b) Retirement Plan
Filing takeaways
Ways to act on The New School 403(b) Retirement Plan's numbers.
- By total assets, The New School 403(b) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- The New School's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Educational Services plans