Other · DOL Form 5500 · 2023

The Ross School Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
45
Participants Small participant base
50th
Percentile by assets National rank
$144,712
Avg per participant Above avg balance/head
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Official DOL plan name: The Ross School Tax Deferred Annuity Plan · Sponsored by The Ross School · New York · Educational Services

$7M in assets, 45 participants

The Ross School's The Ross School Tax Deferred Annuity Plan reported $7M in total assets and 45 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,270 in Educational Services (3,735 peers)

The Ross School multi-year trail

The Ross School's plans moved +21.1% in assets from 2022 to 2024; this filing shows The Ross School Tax Deferred Annuity Plan at $7M / 45 participants.

#1,270
in Educational Services (3,735 peers)
+10.2%
assets growth YoY

The Ross School Tax Deferred Annuity Plan's mid-pack asset rank among Educational Services and all filers

The Ross School Tax Deferred Annuity Plan vs every filed plan by assets

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

$6,512,020 Top 50% higher than 50% 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 Ross School Tax Deferred Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ross School Tax Deferred Annuity Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ross School Tax Deferred Annuity Plan reported net income rose from -$875K in the plan year 2022 filing to $601K in the plan year 2023 filing.
  • The Ross School Tax Deferred Annuity Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Ross School Tax Deferred Annuity Plan reported participants rose from 44 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010880911 · The Ross School PY 2023 · Other

The Ross School Tax Deferred Annuity Plan · $7M · 45 · 50th

  • 5500 $7M
  • 5500 45
  • 5500 50th
  • 5500 Other
  • 5500 near Victor Community Support Services 403(b) Plan
  • 5500 ind #1270

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 Ross School Tax Deferred Annuity Plan in the asset neighbourhood

Victor Community Support Services 403(b) PlanVictor Community Support Ser…$7MHaverland Carter Lifestyle Group 403(b) PlanHaverland Carter Lifestyle G…$7MCenter for Responsive Schools, Inc. 403(b) PlanCenter for Responsive School…$7MThe Ross School Tax Deferred Annuity PlanThe Ross School Tax Deferred…$7MThe Section 403(b) Plan for Hospice of Hope, Inc.The Section 403(b) Plan for …$6M
End-of-year total assets ($M) among The Ross School Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

The Ross School multi-year asset trail

Sponsor-wide plan assets over time

All The Ross School plans reported in each filing year

Latest sponsor-wide plan assets
$26M 21.066198283951294% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $25.7M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 117 $21M
2023 2 111 $23M
2024 2 216 $26M

The Ross School filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$601K
Employer EIN010880911
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

The Ross School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Ross School Tax Deferred Annuity Plan, Total assets ($B): 0.00651202 · Participants: 45The Ross School Tax Deferred Annuity 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 Ross School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Ross School Tax Deferred Annuity Plan side-by-side with 3 peers →

The Ross School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Victor Community Support Services 403(b) Plan in CA ($7M); by covered participants it is Institute for Shipboard Education Retirement Plan in CO (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Ross School Tax Deferred Annuity Plan assets move in 2023? ▼
The Ross School Tax Deferred Annuity Plan grew at a solid clip - up 10.2% during 2023, from $6M to $7M. Reported net income was $601K.
How have The Ross School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Ross School's sponsor-wide assets grew 21.1%, from $21M to $26M.
Which Other plans are similar in size to The Ross School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Victor Community Support Services 403(b) Plan in CA ($7M, 708 participants).
Which Other plans cover a similar participant headcount to The Ross School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Institute for Shipboard Education Retirement Plan in CO (45 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 010880911.

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.