Other · DOL Form 5500 · 2023

The Dalton Schools, Inc. Retirement Plan

Data updated 2026-08-25

$235M
Total assets Near avg plan size
364
Participants Below avg headcount
95th
Percentile by assets National rank
$644,397
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Dalton Schools, Inc. Retirement and Savings Plan · Sponsored by The Dalton Schools, Inc. · New York · Educational Services

$235M in assets, 364 participants

The Dalton Schools, Inc.'s The Dalton Schools, Inc. Retirement and Savings Plan reported $235M in total assets and 364 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,456 in Educational Services (3,735 peers)

Coverage in New York

The Dalton Schools, Inc. Retirement and Savings Plan covers 364 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $235M.

#3,456
in Educational Services (3,735 peers)
+14.4%
assets growth YoY
2.4×
vs typical plan assets (national mean)

The Dalton Schools, Inc. Retirement and Savings Plan's outsized position by total assets

The Dalton Schools, Inc. Retirement and Savings Plan vs every filed plan by assets

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

$234,560,595 Top 5% higher than 95% 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 Dalton Schools, Inc. Retirement and Savings 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. The Dalton Schools, Inc. Retirement and Savings Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Dalton Schools, Inc. Retirement and Savings Plan reported net income rose from -$29M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • The Dalton Schools, Inc. Retirement and Savings Plan reported participants rose from 300 in the plan year 2022 filing to 364 in the plan year 2023 filing.
  • The Dalton Schools, Inc. Retirement and Savings Plan end-of-year assets rose from $205M in the plan year 2022 filing to $235M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132751872 · The Dalton Schools, Inc. PY 2023 · Other

The Dalton Schools, Inc. Retirement and Savings Plan · $235M · 364 · 95th

  • BOY $235M
  • SCH 364
  • EBSA 95th
  • PART Other
  • TYPE near Claremont Mckenna College Academic Retirement Plan
  • NET ind #3456

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 Dalton Schools, Inc. Retirement and Savings Plan in the asset neighbourhood

Concord Hospital 403(b) Plan$235MThe J. Paul Getty Trust Employee Investment PlanThe J. Paul Getty Trust Empl…$235MThe Dalton Schools, Inc. Retirement and Savings PlanThe Dalton Schools, Inc. Ret…$235MClaremont Mckenna College Academic Retirement PlanClaremont Mckenna College Ac…$234MDepauw University Retirement PlanDepauw University Retirement…$234M
End-of-year total assets ($M) among The Dalton Schools, Inc. Retirement and Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$205M
Net Assets (End of Year)$235M
Net Income$29M
Employer EIN132751872
Plan Effective Date1967-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Dalton Schools, Inc.)

Sponsor-wide plan assets over time

All The Dalton Schools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$261M 27.035535644606988% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $205M $261M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 300 $205M
2023 1 364 $235M
2024 1 374 $261M

Nearby Other Plans in New York

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

The Dalton Schools, Inc. Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Dalton Schools, Inc. Retirement and Savings Plan, Total assets ($B): 0.234560595 · Participants: 364The Dalton Schools, Inc. Retirement and Savings 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 Dalton Schools, Inc. Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Dalton Schools, Inc. Retirement and Savings Plan side-by-side with 3 peers →

The Dalton Schools, Inc. Retirement and Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Claremont Mckenna College Academic Retirement Plan in CA ($234M); by covered participants it is Lebanon Valley College Defined Contribution Plan in PA (364 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($235M here).

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Dalton Schools, Inc. Retirement and Savings Plan assets move in 2023? ▼
The Dalton Schools, Inc. Retirement and Savings Plan grew at a solid clip - up 14.4% during 2023, from $205M to $235M. Reported net income was $29M.
How have The Dalton Schools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Dalton Schools, Inc.'s sponsor-wide assets grew 27.0%, from $205M to $261M.
Where does The Dalton Schools, Inc. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
The Dalton Schools, Inc. Retirement and Savings Plan ranks in the 95th 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 Dalton Schools, Inc. Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by assets is Claremont Mckenna College Academic Retirement Plan in CA ($234M, 663 participants).
Which Other plans cover a similar participant headcount to The Dalton Schools, Inc. Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Lebanon Valley College Defined Contribution Plan in PA (364 participants, $113M 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 132751872.

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.