Other · DOL Form 5500 · 2023
Eagle Hill School Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 115
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $257,941
- Avg per participant Above avg balance/head
Official DOL plan name: Eagle Hill Foundation Inc. 403(b) Plan · Sponsored by Eagle Hill School · Connecticut · Educational Services
$30M in assets, 115 participants
Eagle Hill School's Eagle Hill Foundation Inc. 403(b) Plan reported $30M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #2,389 in Educational Services (3,735 peers)
Coverage in Connecticut
Eagle Hill Foundation Inc. 403(b) Plan covers 115 participants in Connecticut, about 16% of the average Connecticut filer (state average ~718 per filing). Assets: $30M.
- #2,389
- in Educational Services (3,735 peers)
- +18.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Eagle Hill Foundation Inc. 403(b) Plan's outsized position by total assets
Eagle Hill Foundation Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,663,196 Top 21% higher than 79% 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
Eagle Hill Foundation Inc. 403(b) 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. Eagle Hill Foundation Inc. 403(b) Plan sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eagle Hill Foundation Inc. 403(b) Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Eagle Hill Foundation Inc. 403(b) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Eagle Hill Foundation Inc. 403(b) Plan reported participants rose from 112 in the plan year 2022 filing to 115 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 061072231 · Eagle Hill School PY 2023 · Other
Eagle Hill Foundation Inc. 403(b) Plan · $30M · 115 · 79th
- BOY $30M
- BOY 115
- BOY 79th
- BOY Other
- BOY near St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan
- BOY ind #2389
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 →
Eagle Hill Foundation Inc. 403(b) Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $5M |
| Employer EIN | 061072231 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eagle Hill School)
Sponsor-wide plan assets over time
All Eagle Hill School plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 29.8182930673836% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $25M |
| 2023 | 1 | 115 | $30M |
| 2024 | 1 | 115 | $32M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $7.4B · 12,259
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
- Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
- Hartford Healthcare 403(b)Plan $643M · 5,192
Eagle Hill Foundation Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan in TX ($30M); by covered participants it is Nurtury, Inc. 403(b) Plan in MA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- St. Andrews Episcopal School Tax Sheltered Annuity Retirement Plan (TX) $30M · 161
- Army West Point Athletic Association 403(b) DC Plan (NY) $30M · 306
- Pacific Northwest University of Health Sciences 403(b) Retirement Plan (WA) $30M · 205
- Solomon Schechter Day School Defined Contribution Retirement Plan (MA) $30M · 131
Similar participant headcount
Nearest other-state filings by covered participants (115 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.