Other · DOL Form 5500 · 2023
The Conference Board, Inc. Retirement Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 197
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $319,815
- Avg per participant High balance/head
Official DOL plan name: Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) · Sponsored by The Conference Board, Inc. · New York · Professional & Technical Services
$63M in assets, 197 participants
The Conference Board, Inc.'s Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) reported $63M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #18,084 in Professional & Technical Services (20,321 peers)
Coverage in New York
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) covers 197 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $63M.
- #18,084
- in Professional & Technical Services (20,321 peers)
- +11.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)'s outsized position by total assets
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,003,484 Top 12% higher than 88% 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
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) 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. Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) end-of-year assets rose from $57M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) reported participants rose from 191 in the plan year 2022 filing to 197 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131624108 · The Conference Board, Inc. PY 2023 · Other
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) · $63M · 197 · 88th
- IND $63M
- IND 197
- IND 88th
- IND Other
- IND near Legacy Community Health Services, Inc. 403(b) Plan
- IND ind #18084
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 Professional & Technical Services retirement plans → · Plans in New York →
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members) in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $6M |
| Employer EIN | 131624108 |
| Plan Effective Date | 1976-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Conference Board, Inc.)
Sponsor-wide plan assets over time
All The Conference Board, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $94M 21.61499032299145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 414 | $77M |
| 2023 | 2 | 446 | $88M |
| 2024 | 3 | 586 | $94M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Tax-Deferred Annuity Program for Employees of the Conference Board, Inc. (U.S. Staff Members)'s out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Legacy Community Health Services, Inc. 403(b) Plan in TX ($63M); by covered participants it is National Telecommuting Institute 403(b) DC Plan in MA (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Legacy Community Health Services, Inc. 403(b) Plan (TX) $63M · 1,616
- Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan (TX) $63M · 115
- Lee University Defined Contribution Retirement Pla (TN) $63M · 776
- Institute for Advanced Study Tax Deferred Annuity Plan (NJ) $63M · 132
Similar participant headcount
Nearest other-state filings by covered participants (197 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.