Other · DOL Form 5500 · 2023
Portledge School Retirement Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $65,582
- Avg per participant Low balance/head
Official DOL plan name: Portledge School Tda Plan Sra/Gsra · Sponsored by Portledge School · New York · Educational Services
$10M in assets, 151 participants
Portledge School's Portledge School Tda Plan Sra/Gsra reported $10M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #1,551 in Educational Services (3,735 peers)
Coverage in New York
Portledge School Tda Plan Sra/Gsra covers 151 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $10M.
- #1,551
- in Educational Services (3,735 peers)
- +6.9%
- assets growth YoY
Portledge School Tda Plan Sra/Gsra's mid-pack asset rank among Educational Services and all filers
Portledge School Tda Plan Sra/Gsra vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,902,954 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Portledge School Tda Plan Sra/Gsra 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. Portledge School Tda Plan Sra/Gsra sits mid-pack in the medium band (151 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Portledge School Tda Plan Sra/Gsra reported net income rose from -$1M in the plan year 2022 filing to $639K in the plan year 2023 filing.
- Portledge School Tda Plan Sra/Gsra end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Portledge School Tda Plan Sra/Gsra reported participants fell from 161 in the plan year 2022 filing to 151 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 116044973 · Portledge School PY 2023 · Other
Portledge School Tda Plan Sra/Gsra · $10M · 151 · 58th
- EIN $10M
- EIN 151
- EIN 58th
- EIN Other
- EIN near 403(b) Thrift Plan of Alpha Supported Living Services
- EIN ind #1551
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 →
Portledge School Tda Plan Sra/Gsra in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $639K |
| Employer EIN | 116044973 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Portledge School)
Sponsor-wide plan assets over time
All Portledge School plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 23.95935954347153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 389 | $31M |
| 2023 | 4 | 595 | $44M |
| 2024 | 1 | 123 | $38M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Portledge School Tda Plan Sra/Gsra's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 403(b) Thrift Plan of Alpha Supported Living Services in WA ($10M); by covered participants it is Lowell Community Health Center 403(b) Plan in MA (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- 403(b) Thrift Plan of Alpha Supported Living Services (WA) $10M · 946
- Institute for Operations Research and the Management Sciences(Informs) 403(b) Plan (MD) $10M · 42
- Health Resources in Action, Inc. 403(b) Tda Plan (MA) $10M · 237
- Fulton County Medical Center 403(b) Retirement Savings Plan (PA) $10M · 433
Similar participant headcount
Nearest other-state filings by covered participants (151 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.