Other · DOL Form 5500 · 2023

Ethel Walker School Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
94
Participants Small participant base
76th
Percentile by assets National rank
$264,726
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ethel Walker School Retirement Plan · Sponsored by Ethel Walker School · Connecticut · Educational Services

$25M in assets, 94 participants

Ethel Walker School's Ethel Walker School Retirement Plan reported $25M in total assets and 94 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.

  • #2,261 in Educational Services (3,735 peers)

Where Ethel Walker School Retirement Plan sits by assets

Ethel Walker School Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 94 participants (~$264,726/participant), up 3.4% in 2023.

#2,261
in Educational Services (3,735 peers)
+3.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ethel Walker School Retirement Plan's outsized position by total assets

Ethel Walker School Retirement Plan vs every filed plan by assets

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

$24,884,259 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

Ethel Walker School Retirement 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. Ethel Walker School Retirement Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ethel Walker School Retirement Plan reported net income fell from $2M in the plan year 2022 filing to $823K in the plan year 2023 filing.
  • Ethel Walker School Retirement Plan reported participants fell from 98 in the plan year 2022 filing to 94 in the plan year 2023 filing.
  • Ethel Walker School Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060689699 · Ethel Walker School PY 2023 · Other

Ethel Walker School Retirement Plan · $25M · 94 · 76th

  • TYPE $25M
  • NET 94
  • BOOK 76th
  • VS-ST Other
  • BOY near Northeast Kingdom Human Services, Inc. DC Plan
  • SCH ind #2261

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 Connecticut →

Ethel Walker School Retirement Plan in the asset neighbourhood

Goodwill of San Antonio Retirement Savings PlanGoodwill of San Antonio Reti…$25MNortheast Kingdom Human Services, Inc. DC PlanNortheast Kingdom Human Serv…$25MBernard Zell Anshe Emet Day School Retirement PlanBernard Zell Anshe Emet Day …$25MEthel Walker School Retirement PlanEthel Walker School Retireme…$25MSilicon Valley Community Foundation 403(b) Retirement PlanSilicon Valley Community Fou…$25M
End-of-year total assets ($M) among Ethel Walker School Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$823K
Employer EIN060689699
Plan Effective Date1954-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ethel Walker School)

Sponsor-wide plan assets over time

All Ethel Walker School plans reported in each filing year

Latest sponsor-wide plan assets
$28M 14.468882904578098% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $24.1M $27.5M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 98 $24M
2023 1 94 $25M
2024 1 98 $28M

Nearby Other Plans in Connecticut

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

Ethel Walker School Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Ethel Walker School Retirement Plan, Total assets ($B): 0.024884259 · Participants: 94Ethel Walker School Retirement PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Ethel Walker School Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Ethel Walker School Retirement Plan side-by-side with 3 peers →

Ethel Walker School Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Northeast Kingdom Human Services, Inc. DC Plan in VT ($25M); by covered participants it is Morrow Memorial Home for the Aged, Inc. in WI (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Ethel Walker School Retirement Plan assets move in 2023? ▼
Ethel Walker School Retirement Plan edged up modestly - up 3.4% during 2023, from $24M to $25M. Reported net income was $823K.
How have Ethel Walker School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ethel Walker School's sponsor-wide assets grew 14.5%, from $24M to $28M.
Where does Ethel Walker School Retirement Plan rank by assets among Form 5500 filers? ▼
Ethel Walker School Retirement Plan 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 Ethel Walker School Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Northeast Kingdom Human Services, Inc. DC Plan in VT ($25M, 432 participants).
Which Other plans cover a similar participant headcount to Ethel Walker School Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Morrow Memorial Home for the Aged, Inc. in WI (94 participants, N/A 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 060689699.

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.