Other · DOL Form 5500 · 2023

The New School Retirement Plan

Data updated 2026-08-25

$606M
Total assets Above avg plan size
4,337
Participants Above avg headcount
98th
Percentile by assets National rank
$139,652
Avg per participant Near avg balance/head
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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.

  • #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.

#3,622
in Educational Services (3,735 peers)
+14.9%
assets growth YoY
6.1×
vs typical plan assets (national mean)

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

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

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

$605,670,183 Top 2% higher than 98% 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 New School 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The New School 403(b) Retirement Plan lands in the large band (4,337 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133297197 · The New School PY 2023 · Other

The New School 403(b) Retirement Plan · $606M · 4,337 · 98th

  • EBSA $606M
  • EBSA 4,337
  • EBSA 98th
  • EBSA Other
  • EBSA near Beacon Retirement Savings 403(b) Plan
  • EBSA ind #3622

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 →

The New School 403(b) Retirement Plan in the asset neighbourhood

University of Dayton Tax Deferred Annuity PlanUniversity of Dayton Tax Def…$616MSamaritan Health Services Tax Sheltered Annuity PlSamaritan Health Services Ta…$615MThe New School 403(b) Retirement PlanThe New School 403(b) Retire…$606MBeacon Retirement Savings 403(b) PlanBeacon Retirement Savings 40…$603MIBEW Local 351 Surety Plan$602M
End-of-year total assets ($M) among The New School 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$527M
Net Assets (End of Year)$606M
Net Income$79M
Employer EIN133297197
Plan Effective Date1961-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The New School)

Sponsor-wide plan assets over time

All The New School plans reported in each filing year

Latest sponsor-wide plan assets
$670M 27.05831952004663% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $527M $670M ▲ +27.1%
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 Scatter plot of 6 data points. 0100002000030000400005000060000 051015 Total assets ($B) Participants The New School 403(b) Retirement Plan, Total assets ($B): 0.605670183 · Participants: 4337The New School 403(b) Retirement 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
The New School 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The New School 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest Other by assets is Beacon Retirement Savings 403(b) Plan in IN ($603M); by covered participants it is Oklahoma Iron Workers Direct Contribution Plan and Trust in TX (4,339 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($606M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,337 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 New School 403(b) Retirement Plan assets move in 2023? ▼
The New School 403(b) Retirement Plan grew at a solid clip - up 14.9% during 2023, from $527M to $606M. Reported net income was $79M.
How have The New School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The New School's sponsor-wide assets grew 27.1%, from $527M to $670M.
Where does The New School 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
The New School 403(b) Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The New School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Beacon Retirement Savings 403(b) Plan in IN ($603M, 7,172 participants).
Which Other plans cover a similar participant headcount to The New School 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Oklahoma Iron Workers Direct Contribution Plan and Trust in TX (4,339 participants, $42M 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 133297197.

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.