Other · DOL Form 5500 · 2023

Portledge School Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
214
Participants Below avg headcount
76th
Percentile by assets National rank
$115,608
Avg per participant Below avg balance/head
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Official DOL plan name: Portledge School Retirement Plan Ra · Sponsored by Portledge School · New York · Educational Services

$25M in assets, 214 participants

Portledge School's Portledge School Retirement Plan Ra reported $25M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,258 in Educational Services (3,735 peers)

Coverage in New York

Portledge School Retirement Plan Ra covers 214 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $25M.

#2,258
in Educational Services (3,735 peers)
+15.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Portledge School Retirement Plan Ra's outsized position by total assets

Portledge School Retirement Plan Ra vs every filed plan by assets

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

$24,740,005 Top 24% higher than 76% 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

Portledge School Retirement Plan Ra 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 Retirement Plan Ra sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Portledge School Retirement Plan Ra reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Portledge School Retirement Plan Ra end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Portledge School Retirement Plan Ra reported participants fell from 228 in the plan year 2022 filing to 214 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 116044973 · Portledge School PY 2023 · Other

Portledge School Retirement Plan Ra · $25M · 214 · 76th

  • RANK $25M
  • RANK 214
  • RANK 76th
  • RANK Other
  • RANK near Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan
  • RANK ind #2258

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 Retirement Plan Ra in the asset neighbourhood

Silicon Valley Community Foundation 403(b) Retirement PlanSilicon Valley Community Fou…$25MThe Chicago Public Media, Inc. Tax Deferred Annuity (Tda) PlanThe Chicago Public Media, In…$25MSun Valley Community School, Inc. 403(b) PlanSun Valley Community School,…$25MPortledge School Retirement Plan RaPortledge School Retirement …$25MNorton Sound Health Corporation Employee Tax-Deferred 403(b) PlanNorton Sound Health Corporat…$25M
End-of-year total assets ($M) among Portledge School Retirement Plan Ra and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN116044973
Plan Effective Date1968-01-01
Filing StatusFILING 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
$25M$30M$35M$40M$45M 202220232024 $30.8M $38.1M ▲ +24.0%
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.

Portledge School Retirement Plan Ra vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Portledge School Retirement Plan Ra, Total assets ($B): 0.024740005 · Participants: 214Portledge School Retirement Plan RaNorthwell 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
Portledge School Retirement Plan Ra vs. nearby Other plans in New York, assets vs. participants
Compare Portledge School Retirement Plan Ra side-by-side with 3 peers →

Portledge School Retirement Plan Ra's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan in AK ($25M); by covered participants it is Paideia School Retirement Plan in GA (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Portledge School Retirement Plan Ra assets move in 2023? ▼
Portledge School Retirement Plan Ra grew sharply - up 15.0% during 2023, from $22M to $25M. Reported net income was $3M.
How have Portledge School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Portledge School's sponsor-wide assets grew 24.0%, from $31M to $38M.
Where does Portledge School Retirement Plan Ra rank by assets among Form 5500 filers? ▼
Portledge School Retirement Plan Ra ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Portledge School Retirement Plan Ra? ▼
Among Other plans in other states, the closest by assets is Norton Sound Health Corporation Employee Tax-Deferred 403(b) Plan in AK ($25M, 707 participants).
Which Other plans cover a similar participant headcount to Portledge School Retirement Plan Ra? ▼
Among Other plans in other states, the closest by covered participants is Paideia School Retirement Plan in GA (214 participants, $74M 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 116044973.

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.