Other · DOL Form 5500 · 2024
The Chapin School Ltd. Retirement Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 241
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $446,910
- Avg per participant High balance/head
Official DOL plan name: The Chapin School Retirement and Savings Plan · Sponsored by The Chapin School Ltd. · New York · Educational Services
$108M in assets, 241 participants
The Chapin School Ltd.'s The Chapin School Retirement and Savings Plan reported $108M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #3,065 in Educational Services (3,638 peers)
Coverage in New York
The Chapin School Retirement and Savings Plan covers 241 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $108M.
- #3,065
- in Educational Services (3,638 peers)
- +11.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
The Chapin School Retirement and Savings Plan's outsized position by total assets
The Chapin School Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$107,705,350 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Chapin School Retirement and Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Chapin School Retirement and Savings Plan sits mid-pack in the medium band (241 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Chapin School Retirement and Savings Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- The Chapin School Retirement and Savings Plan end-of-year assets rose from $97M in the plan year 2023 filing to $108M in the plan year 2024 filing.
- The Chapin School Retirement and Savings Plan reported participants rose from 235 in the plan year 2023 filing to 241 in the plan year 2024 filing.
DOL schedule card
Filing strip 131635257 · The Chapin School Ltd. PY 2024 · Other
The Chapin School Retirement and Savings Plan · $108M · 241 · 91st
- EBSA $108M
- PART 241
- TYPE 91st
- NET Other
- BOOK near Rider University Tax Deferred Annuity Plan
- VS-ST ind #3065
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 Chapin School Retirement and Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $11M |
| Employer EIN | 131635257 |
| Plan Effective Date | 1985-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Chapin School Ltd.)
Sponsor-wide plan assets over time
All The Chapin School Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 28.607443178304504% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 220 | $84M |
| 2023 | 1 | 235 | $97M |
| 2024 | 1 | 241 | $108M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
The Chapin School Retirement and Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Rider University Tax Deferred Annuity Plan in NJ ($108M); by covered participants it is Nazareth Living Center 403b Plan in MO (241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- Rider University Tax Deferred Annuity Plan (NJ) $108M · 754
- Iit Research Institute Employees' Tax Sheltered Annuity Plan (IL) $108M · 118
- The Northwest Hospital Center, Inc. 403(b) Matching Retirement Plan (MD) $108M · 1,805
- Sheet Metal Workers Local Union No 20 Defined Contribution Pension Plan (IN) $107M · 2,725
Similar participant headcount
Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.
- Nazareth Living Center 403b Plan (MO) 241 · 0 off
- Transitions of Western Illinois 403(b) Retirement Plan (IL) 241 · 0 off
- The Consortium 403(b) Plan (PA) 241 · 0 off
- Glenmeadow, Inc. 403(b) Retirement Plan (MA) 241 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.