Other · DOL Form 5500 · 2023

The Town School Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
245
Participants Below avg headcount
85th
Percentile by assets National rank
$194,777
Avg per participant Above avg balance/head
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Official DOL plan name: The Town School Defined Contribution Retirement Plan · Sponsored by The Town School · New York · Educational Services

$48M in assets, 245 participants

The Town School's The Town School Defined Contribution Retirement Plan reported $48M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,742 in Educational Services (3,735 peers)

Coverage in New York

The Town School Defined Contribution Retirement Plan covers 245 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $48M.

#2,742
in Educational Services (3,735 peers)
+17.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Town School Defined Contribution Retirement Plan's outsized position by total assets

The Town School Defined Contribution Retirement Plan vs every filed plan by assets

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

$47,720,346 Top 15% higher than 85% 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 Town School Defined Contribution Retirement 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 Town School Defined Contribution Retirement Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Town School Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Town School Defined Contribution Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • The Town School Defined Contribution Retirement Plan reported participants rose from 239 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131393610 · The Town School PY 2023 · Other

The Town School Defined Contribution Retirement Plan · $48M · 245 · 85th

  • ASSETS $48M
  • ASSETS 245
  • ASSETS 85th
  • ASSETS Other
  • ASSETS near Morristown-Beard School Defined Contribution Retirement Plan
  • ASSETS ind #2742

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 Town School Defined Contribution Retirement Plan in the asset neighbourhood

Community Action Partnership of San Luis Obispo County, Inc. 403(b)PlanCommunity Action Partnership…$48MThe Town School Defined Contribution Retirement PlanThe Town School Defined Cont…$48MMorristown-Beard School Defined Contribution Retirement PlanMorristown-Beard School Defi…$48MRoland Park Country School Retirement PlanRoland Park Country School R…$48MWestern Michigan University Homer Stryker M.D. School of Medicine 403(b) PlanWestern Michigan University …$48M
End-of-year total assets ($M) among The Town School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$48M
Net Income$7M
Employer EIN131393610
Plan Effective Date1957-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Town School)

Sponsor-wide plan assets over time

All The Town School plans reported in each filing year

Latest sponsor-wide plan assets
$52M 14.670064698162012% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $45.3M $52M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 239 $45M
2023 2 360 $100M
2024 1 126 $52M

Nearby Other Plans in New York

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

The Town School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Town School Defined Contribution Retirement Plan, Total assets ($B): 0.047720346 · Participants: 245The Town School Defined Contribution Retirement 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 Town School Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Town School Defined Contribution Retirement Plan side-by-side with 3 peers →

The Town School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Morristown-Beard School Defined Contribution Retirement Plan in NJ ($48M); by covered participants it is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Town School Defined Contribution Retirement Plan assets move in 2023? ▼
The Town School Defined Contribution Retirement Plan grew sharply - up 17.1% during 2023, from $41M to $48M. Reported net income was $7M.
How have The Town School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Town School's sponsor-wide assets grew 14.7%, from $45M to $52M.
Where does The Town School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
The Town School Defined Contribution Retirement Plan ranks in the 85th 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 The Town School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Morristown-Beard School Defined Contribution Retirement Plan in NJ ($48M, 181 participants).
Which Other plans cover a similar participant headcount to The Town School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is L.B.J. & C. Development Corporation Tax Sheltered Annuity Plan in TN (245 participants, $3M 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 131393610.

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.