Other · DOL Form 5500 · 2023

The Spence School Retirement Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
335
Participants Below avg headcount
93rd
Percentile by assets National rank
$371,590
Avg per participant High balance/head
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Official DOL plan name: The Spence School Retirement and Savings Plan · Sponsored by The Spence School · New York · Educational Services

$124M in assets, 335 participants

The Spence School's The Spence School Retirement and Savings Plan reported $124M in total assets and 335 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,261 in Educational Services (3,735 peers)

Coverage in New York

The Spence School Retirement and Savings Plan covers 335 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $124M.

#3,261
in Educational Services (3,735 peers)
+12.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Spence School Retirement and Savings Plan's outsized position by total assets

The Spence School Retirement and Savings Plan vs every filed plan by assets

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

$124,482,494 Top 7% higher than 93% 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 Spence School 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 Spence School Retirement and Savings Plan sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Spence School Retirement and Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The Spence School Retirement and Savings Plan end-of-year assets rose from $111M in the plan year 2022 filing to $124M in the plan year 2023 filing.
  • The Spence School Retirement and Savings Plan reported participants rose from 321 in the plan year 2022 filing to 335 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131635286 · The Spence School PY 2023 · Other

The Spence School Retirement and Savings Plan · $124M · 335 · 93rd

  • IND $124M
  • IND 335
  • IND 93rd
  • IND Other
  • IND near Froedtert Health, Inc 401(a) Retirement Plan
  • IND ind #3261

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 Spence School Retirement and Savings Plan in the asset neighbourhood

Saint Anselm College Defined Contribution Retirement PlanSaint Anselm College Defined…$126MMeharry Medical College Defined Contribution PlanMeharry Medical College Defi…$125MEducation Development Center Supplemental Retirement PlanEducation Development Center…$125MThe Spence School Retirement and Savings PlanThe Spence School Retirement…$124MFroedtert Health, Inc 401(a) Retirement PlanFroedtert Health, Inc 401(a)…$124M
End-of-year total assets ($M) among The Spence School 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)$111M
Net Assets (End of Year)$124M
Net Income$14M
Employer EIN131635286
Plan Effective Date1926-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Spence School)

Sponsor-wide plan assets over time

All The Spence School plans reported in each filing year

Latest sponsor-wide plan assets
$137M 24.24914793896922% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $111M $137M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 321 $111M
2023 1 335 $124M
2024 1 364 $137M

Nearby Other Plans in New York

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

The Spence School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Spence School Retirement and Savings Plan, Total assets ($B): 0.124482494 · Participants: 335The Spence School 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 Spence School Retirement and Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Spence School Retirement and Savings Plan side-by-side with 3 peers →

The Spence School Retirement and Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Froedtert Health, Inc 401(a) Retirement Plan in WI ($124M); by covered participants it is Community Action Agency of Columbiana County Inc. Retirement Plan in OH (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Spence School Retirement and Savings Plan assets move in 2023? ▼
The Spence School Retirement and Savings Plan grew at a solid clip - up 12.6% during 2023, from $111M to $124M. Reported net income was $14M.
How have The Spence School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Spence School's sponsor-wide assets grew 24.2%, from $111M to $137M.
Where does The Spence School Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
The Spence School Retirement and Savings Plan ranks in the 93rd 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 The Spence School Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by assets is Froedtert Health, Inc 401(a) Retirement Plan in WI ($124M, 2,198 participants).
Which Other plans cover a similar participant headcount to The Spence School Retirement and Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Action Agency of Columbiana County Inc. Retirement Plan in OH (335 participants, $6M 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 131635286.

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.